Review work product prepared by team members, including testing, trust accounting, and 5500 forms.
Provide feedback and training to junior staff while interpreting plan documents and regulations.
Drive process improvement and stay current on regulations and legislation affecting retirement plans.
Nova 401(k) Associates is a national third-party non-producing administration firm focused on retirement plan compliance and administration. The company is vibrant and growing, with a nationally recognized sales team and a culture that supports career advancement and professional development.
Review team work for accuracy in nondiscrimination testing and compliance.
Provide coaching and training to junior staff based on quality review findings.
Monitor regulations and contribute to process improvement initiatives.
The company specializes in retirement plan administration and compliance, ensuring accurate and regulatory-compliant services for clients. It is a growing, nationally distributed organization with a fully remote work environment and a strong focus on continuous learning and professional standards.
Maintain client relationships and advise on technical and regulatory requirements for combo plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. It is recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Administer full-cycle operations for a book of 401(k) and cross-tested plans.
Perform compliance testing, valuations, and IRS form filings.
Serve as a client contact on plan administration with a detail-oriented approach.
Strongpoint Partners is a tech-enabled retirement services platform for small- to mid-sized businesses, offering administration, recordkeeping, payroll, and HR solutions. An Inc. 5000 fastest-growing company and Great Place to Work, it values flexibility, diversity, and work-life balance.
Perform actuarial research, experience studies, and statistical analyses for financial forecasting and reserve valuation.
Calculate premiums and reserves, validate data for rate filings, and support actuarial models.
Support valuation by executing ALR models, investigating trends, and communicating filing status to stakeholders.
Blue Cross and Blue Shield of North Carolina is a fully taxed, not-for-profit health insurer headquartered in Durham, NC. We serve over 4.3 million members and employ more than 5,000 people passionate about making health care better for all.
Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Lead plan design discussions with new clients to guide them through retirement plan provisions. - Manage multiple onboarding cases while ensuring accuracy and meeting SLAs. - Partner with internal teams to translate client decisions into accurate plan documentation.
Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.
Provide professional and timely service to internal and external customers regarding benefit administration.
Resolve benefit service issues with internal staff and outside vendors.
Perform monthly reconciliation of Carrier invoices to report to customers.
OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.
Process participant loan and distribution requests for 401(k) plans, ensuring accuracy and compliance.
Prepare daily cash reconciliations and respond to participant and plan sponsor inquiries.
Collaborate with internal teams to improve operational workflows and service delivery.
Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.
Process and maintain Medicare Advantage member enrollment and disenrollment requests with accuracy and timeliness.
Investigate and resolve enrollment system rejections, billing discrepancies, and CMS compliance issues.
Reconcile membership reports, monitor SLAs/KPIs, and mentor junior team members to support operational quality.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through an objective review process. It uses AI to identify top-fitting applicants and shares them directly with employers, while final hiring decisions are made by humans.
Own and defend the actuarial evidence behind Nearmap's AI-driven property attributes used in insurance rate filings.
Build reusable validation templates and exhibits, respond to regulator objections, and manage SERFF filings.
Partner with carrier actuarial teams and pre-sales to support data tests and implementation of rating variables.
Nearmap provides aerial imagery, AI-driven analytics, and geospatial tools that help businesses understand the built environment. The company values speed, craft, and an inclusive culture where employees can be themselves.