Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements.
Manage onboarding workflows from initial document preparation through execution and completion.
Partner with advisors, clients, and internal teams to ensure accuracy, compliance, and timely execution.
Strongpoint Partners is a tech-enabled retirement services platform serving 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 network of 19 leading firms.
Take full ownership of a caseload of defined contribution retirement plans, including 401(k) and cross-tested plans.
Perform compliance testing, communicate with clients on plan mechanics, and research compliance topics.
Shadow senior administrators to enhance technical knowledge and maintain a collaborative team approach.
Strongpoint Partners is a tech-enabled retirement services platform providing integrated retirement plan administration, recordkeeping, payroll, and HR solutions for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest-growing private companies and certified as a Great Place to Work, Strongpoint fosters a culture of collaboration, innovation, and service excellence across a coast-to-coast network.
Act as the single point of contact for plan sponsors, delivering superior customer service and solving issues.
Communicate key plan features, assist with compliance, and manage annual testing and reporting.
Maintain up-to-date knowledge of ERISA legislation and collaborate cross-functionally to optimize customer plans.
Human Interest is on a mission to ensure that all workers have access to retirement benefits by making it affordable for small and medium-sized businesses. It is a high-growth fintech company backed by top investors including BlackRock, SoftBank, and TPG, and has been recognized as a Great Place to Work.
Serve as the go-to compliance resource for HSA, FSA, and HRA products, ensuring compliance with regulatory requirements.
Lead compliance risk assessments for new product features and platform developments, including AI-powered tools.
Monitor regulatory developments and produce actionable impact assessments for affected teams.
Lively set out to raise the bar on benefit solutions, offering a modern HSA and a full suite of benefits. It is a remote-first company with employees across the US, focused on user-centric design and innovation.
Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.