Strongpoint Partners is looking for an experienced Combo Retirement Plan Administrator to join our team. This is a fully remote position within the United States where you will independently manage a caseload of small combo plans, perform A-Z administration, and work closely with our in-house actuaries and clients.
What You'll Do
- Perform A-Z administration and independently manage a caseload of approximately 80 small combo plans.
- Understand and interpret elements of DB/Cash Balance Plan actuarial valuation and communicate issues to in-house actuaries and clients.
- Prepare Annual Valuation packages for all assigned plans, including Annual Valuation Report, Annual Funding Notices, Letters, Actuarial Certifications, IRS Form 5500 and related schedules, Additional IRS forms, and schedules.
- Prepare PBGC Comprehensive Premium Filings.
- Perform plan design for existing and potential new clients.
- Perform, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans.
- Review all reports, tax forms, notifications, disclosures, and legal documents sent to the client or a government agency.
- Calculate projections and contribution requirements.
- Prepare distribution calculations and review distribution forms prepared for terminated employees.
- Research technical and regulatory issues related to client’s plans.
- Maintain a positive and proactive relationship with clients and contacts.
- Continue education through webcasts and ASPPA exams.
What We're Looking For
- Minimum of 5 years experience in administration of qualified combo plans.
- Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields.
- Highly organized and extremely detail-oriented.
- Ability to work well with others and be a team player in a fast-paced environment.
- Ability to prioritize and multi-task.
- Passion for client service.
- Ability to work independently in a remote work environment.
Nice to Have
- ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials.
- Experience with Relius and FT William benefits software is preferred.
Technical Stack
- Relius
- FT William benefits software
Team & Environment
You will work closely with in-house actuaries and be part of a creative plan benefits team.
Benefits & Compensation
- Compensation: $80,000-$95,000 annually
- 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.
Work Mode
This is a fully remote position open to candidates within the United States.
Strongpoint Partners values diversity, collaboration, and respect, and brings a relentless passion for service and innovation.
