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.
Lead and coach a team of retirement plan administrators to ensure high-quality work and compliance deadlines.
Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
Serve as the primary escalation point for complex administrative and client service issues.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing and certified as a Great Place to Work, it has a coast-to-coast network of 19 firms.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Works directly with clients to align plan design with product capabilities and increase launch rates.
Researches and reviews plan documents to identify compliance issues and mitigate risks.
Audits system setup and benefits analysis for accuracy prior to plan launch.
Human Interest is a fintech company on a mission to make retirement benefits accessible for all workers. They are a high-growth startup backed by top investors, with a culture focused on customer obsession and long-term orientation.
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.
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.
Own the client's first 60 days end-to-end, from Sales handoff to a fully live, confident client.
Collaborate with Implementation, Accounting, and Revenue teams to drive activation and billing setup.
Manage a clean handoff to Strategic Account Managers and Revenue Optimization Managers for ongoing account management.
OCRA is an AI-powered Revenue Management System and Global Distribution System for hotel parking assets. They partner with over 50 operators and 25 hotel groups across 600+ locations in North America, and have raised $10M in funding, fostering a culture of broad exposure and impact.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Support daily retirement plan operations, monitoring workflows and prioritizing tasks.
Provide account support for benefit payment processing, participant inquiries, and data reconciliation.
Research and resolve routine or complex issues, documenting actions and escalating appropriately.
They provide retirement plan administration services at the intersection of financial services and technology. The culture emphasizes collaboration, inclusion, and professional growth.
Build trusted relationships with retirement plan members through proactive outreach and personalized guidance.
Translate complex financial concepts into clear advice that helps clients make informed decisions.
Maintain strong knowledge of products, industry trends, and compliance standards to deliver exceptional client experiences.
Our partner helps individuals make confident financial decisions through personalized retirement conversations. They offer a collaborative, client-focused environment with flexible work options and comprehensive training.
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.
Build and maintain retirement income plans using IncomeLab, including tax-efficient withdrawal roadmaps and Roth conversion analysis.
Prepare advisor-facing briefs that translate complex technical output into clear recommendations, risks, and contingencies.
Support planning meetings by reviewing transcripts, catching data gaps, and improving checklists and SOPs.
Peak Financial Planning is a financial planning firm that specializes in retirement income planning, offering deep technical expertise rather than pushing advisors into sales. The firm has 70,000+ YouTube subscribers and generates 100 qualified prospect consultations a month through educational content, with a small team focused on high-quality, complex planning work.