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US Unlimited PTO

  • Ability to perform A-Z administration and manage a caseload of approximately 80 small combo plans.
  • Prepare Annual Valuation packages for all assigned plans, including reports, notices, letters, and tax forms.
  • Maintain a positive relationship with clients, including plan upkeep and advising on technical requirements.

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US Unlimited PTO

  • Administer full-cycle plan operations for 401(k) and cross-tested retirement plans.
  • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
  • Communicate with clients on plan administration issues with clarity and professionalism.

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. They are recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.