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.
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.
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.
Prepare and facilitate PBGC filings for covered defined benefit plans and communicate issues to clients.
Perform non-discrimination testing and review 401(k) valuations, trust accounting, and government reporting.
Read and interpret plan documents and discuss plan design changes with clients.
Strongpoint Partners is a tech-enabled retirement platform for small and mid-sized businesses, offering plan administration, payroll, and HR solutions. It is an Inc. 5000 honoree and certified Great Place to Work, with a culture of service, innovation, and flexibility.
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.
Serve as the primary relationship manager for a portfolio of complex employee benefits clients.
Lead all phases of the client lifecycle, from onboarding through ongoing account management.
Mentor service team members and partner with Producers on growth initiatives.
Foundation Risk Partners is an insurance brokerage and consulting firm in the US. It is one of the fastest growing firms in the country, offering a collaborative team environment and comprehensive benefits.
Manage a portfolio of 12-20 clients as a trusted advisor throughout the healthcare benefits lifecycle.
Drive client retention, revenue growth, and service excellence through strategic account planning and cross-functional collaboration.
Apply self-funded health plan and TPA expertise to deliver consultative solutions to senior stakeholders.
The company provides third-party administration and healthcare benefits solutions for self-funded health plans. It fosters an inclusive, purpose-driven culture focused on teamwork, professional growth, and service excellence.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Lead and develop a team of Retirement Onboarding Specialists, managing caseloads and serving as escalation point.
Oversee the full retirement plan onboarding process, ensuring milestone accuracy and compliance.
Build scalable processes, maintain SOPs, and coordinate with recordkeepers, advisors, and internal teams.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest growing private companies, it is certified as a Great Place to Work and values service, innovation, and expertise.