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Retirement Plan Administrator, (AUI)

Remote role Full-time Open position

Who we are: Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About Actuaries Unlimited, (AUI): Based in Los Angeles, California, Actuaries Unlimited (AUI) is a leading provider of pension administration and retirement benefits consulting. AUI is made up of a talented group of nine esteemed Actuaries, supported by a dedicated and highly skilled staff, each bringing a wealth of experience and expertise to the table. Together, the team works seamlessly to deliver exceptional service and innovative solutions. AUI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Actuaries Unlimited, (AUI), a Strongpoint Partner, is seeking two skilled Retirement Plan Administrators who will take full ownership of a caseload of approx. 80-90 Defined Contribution retirement plans. The right candidates will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. These positions offer an excellent opportunity for self-starters who thrive in a remote work environment and who are excited to grow with a firm that values innovation and excellence in client service. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Pacific time zone. Key Responsibilities:

  • Administer full-cycle (A-Z) plan operations for 65–75 401(k) and cross-tested retirement plans.
  • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
  • Coordinate year-end valuations and interpret plan documents.
  • Process participant transactions such as loans, hardships, and distributions.
  • Prepare and file IRS/government forms including 5500, 8955, and 5330.
  • Reconcile plan assets and complete trust accounting tasks.
  • Import and manage census and participant data.
  • Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
  • Communicate with clients on plan administration issues with clarity and professionalism.
  • Leverage internal systems and technology to streamline processes and improve accuracy.
  • Other duties as assigned.

Qualifications:

  • Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
  • 3-5+ years of experience in retirement plan administration, preferably in a TPA environment.
  • Deep understanding of regulatory compliance and testing standards.
  • Knowledge of ERISA regulations.
  • Proficient in Relius Administration software, (preferred).
  • Skilled communicator with strong organizational and project management abilities.
  • Detail-oriented with solid math/accounting skills.
  • Able to thrive in a fast-paced, remote work environment.
  • ASPPA credentials (or in progress) strongly preferred.
  • Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

Pay Transparency Statement: The anticipated pay range for this position is $75,000-$85,000,(3-5 years of experience) /$85,000-$95,000, (5-7 years of experience) annually. At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. Our Value-Driven Employee Experience:

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.
  • *Specific benefits and programs may vary by partner and position.

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