Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met.
Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan.
Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a coast-to-coast network of 19 firms.
Perform annual retirement plan administration and compliance services for qualified plans, including valuations and testing like ADP/ACP, 415, 414, coverage, and Top Heavy.
Review compliance work for technical accuracy, identify issues, recommend corrections, and analyze participant data and plan assets.
Prepare Form 5500 filings, interpret plan documents, and stay current on IRS, DOL, and ERISA regulations.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, specializing in retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as an Inc. 5000 Fastest Growing Private Company and Great Place to Work, it operates a coast-to-coast network of 19 leading firms, fostering a culture of passion, innovation, and expertise.
Perform general administrative and clerical duties for retirement plan operations, including data entry and document preparation.
Assist with processing benefit distributions and participant loans while ensuring accuracy and completeness.
Support team members with special projects and communicate professionally with internal and external contacts.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, they emphasize accuracy, compliance, and regulatory risk reduction.
Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.
Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Lead day-to-day administration and service delivery for retirement plans.
Serve as primary point of contact for retirement plan and wealth clients.
Conduct participant education sessions on retirement planning and investments.
The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.
Lead compliance functions for self-funded health plans, ensuring regulatory adherence across plan administration, filings, and vendor relationships.
Manage regulatory filings including SPDs, Form 5500, and PCORI fees, and act as primary compliance liaison with TPAs, PBMs, and carriers.
Develop and maintain internal compliance policies, provide training, and serve as HIPAA Privacy and Security Officer.
Vitable is a health benefits platform designed for every worker, making it easy for employers to offer high-quality healthcare to their teams. They are a small, passionate team moving fast and solving a problem that genuinely deserves solving.
Translate complex benefit designs into clear, compliant documents that clients and regulators rely on.
Create, write, review, and edit Summary Plan Descriptions (SPDs) and Summary of Benefits & Coverage (SBC) documents.
Assess client intent by reviewing internal documentation and plan documents to ensure accurate plan setup.
Personify Health created the first and only personalized health platform, bringing health plan administration, wellbeing solutions, and care navigation together. Our team is mission-driven to empower people to lead healthier lives.