Administer full-cycle 401(k) and cross-tested retirement plans, including compliance testing and valuations.
Process participant transactions, reconcile assets, and prepare IRS forms.
Communicate with clients and recommend plan design changes for compliance.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing private companies and a Great Place to Work, it operates a network of 19 firms.
Administer and manage Marmon's Canadian retirement plans (RRSP and RPP) as the Center of Excellence support for the Total Rewards team.
Serve as the key contact for day-to-day plan operations, partnering with business, finance, payroll, and HR teams.
Lead compliance requirements including annual audit, year-end filings, and governance committee meetings.
Marmon is a global industrial organization backed by Berkshire Hathaway, comprising 120+ companies with 30,000 employees and $12 billion in annual revenue. The company fosters a culture of independence and entrepreneurial spirit, committed to making a positive impact on the world.
Manage end-to-end onboarding of new 401(k) plans, ensuring compliance with ERISA, IRS, and DOL requirements.
Coordinate payroll integration and provide proactive communication to plan sponsors, advisors, and TPAs.
Maintain accurate case records in Salesforce and contribute to process improvements.
Ubiquity provides affordable retirement solutions and customer support to empower small businesses. The company fosters a remote-first, inclusive culture with a focus on employee well-being.