Serve as the ERISA/compliance escalation point for complex plan provisions and Adoption Agreement interpretation.
Own end-to-end quality assurance for the plan review process and develop internal tooling for scalable review.
Build and deliver internal training and reference materials for non-specialist teams, and partner with Legal on regulatory interpretation.
Gusto is a modern payroll and HR platform that empowers small businesses by handling payroll, benefits, and more. With over 500,000 customers and offices in Denver, San Francisco, and New York, the company fosters a collaborative and inclusive culture.
Partner with business stakeholders to gather, document, and prioritize requirements for automation initiatives.
Translate complex retirement industry needs into detailed functional specifications and user stories for development teams.
Map current-state processes and design future-state workflows to identify automation opportunities.
Nova 401(k) Associates is a national third-party, non-producing retirement plan administration firm. They have a nationally recognized sales team and provide career advancement opportunities for their professionals.
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.
Provide excellent client/advisor experience during the implementation phase of retirement plans
Act as a liaison between clients, advisors, and platform providers to manage plan timelines
Audit plan data, review adoption agreements, and configure internal software for accurate record keeping
Nova 401(k) Associates is a national third-party administration firm specializing in 401(k) plan services for clients and advisors. They have a nationally recognized sales team and a collaborative culture that offers growth opportunities for professionals.
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.
Directs day-to-day operations of retirement plans, providing mentoring and guidance to the retirement team.
Manages compliance and effectiveness of Jefferson retirement plans, working with internal and external partners.
Serves as subject matter expert for escalated retirement benefits inquiries and resolves issues through investigation.
Lehigh Valley Health Network is a nationally recognized health network offering compassionate, innovative care. With nearly 20,000 dedicated professionals, the organization fosters a collaborative culture focused on healing and community.
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.
Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company operates a coast-to-coast network of 19 leading firms.
Lead the implementation of defined benefit pension plan administration, managing team deliverables and configuring calculation engines.
Utilize expertise in Canadian and American pension plans to support project management, risk identification, and process improvement.
Work remotely from anywhere in Canada with a comprehensive benefits package, collaborating with a global team of nearly 10,000 members.
TELUS Health is a global-leading health and well-being provider that leverages technology to improve health outcomes for consumers, patients, and employers. The company has a multidisciplinary global team of nearly 10,000 members and fosters a culture of innovation, mutual aid, and diversity.
Develop new business opportunities with financial advisors, RIAs, and recordkeepers to promote retirement plan services.
Deepen distribution networks and build long-term partnerships with key industry intermediaries.
Execute targeted sales strategies, manage pipeline, and report through HubSpot CRM.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, offering integrated third-party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest-growing private companies and certified as a Great Place to Work, it employs a collaborative team that values diversity and growth.