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.
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.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
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. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Administer and manage Marmon's Canadian retirement plans (RRSP and RPP) as the Center of Excellence support for the Total Rewards team.
Serve as the key contact for day-to-day plan operations, partnering with business, finance, payroll, and HR teams.
Lead compliance requirements including annual audit, year-end filings, and governance committee meetings.
Marmon is a global industrial organization backed by Berkshire Hathaway, comprising 120+ companies with 30,000 employees and $12 billion in annual revenue. The company fosters a culture of independence and entrepreneurial spirit, committed to making a positive impact on the world.
Oversee day-to-day administration of qualified and non-qualified retirement plans, including contribution reconciliation and distribution processing.
Ensure compliance with company policies, federal legislation, and manage annual audits, non-discrimination testing, and Form 5500 filings.
Lead a team of three, manage vendor relationships, and provide retirement counseling to employees and retirees.
Hackensack Meridian Health is a healthcare network dedicated to transforming healthcare and serving as a leader of positive change. With a culture rooted in connection and collaboration, our team members are supported through competitive benefits and a community-focused environment.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.
Manage incoming loan and distribution requests, ensuring accurate and timely processing within 24-48 hours.
Assist participants by learning vendor websites, approving online requests, and running reports.
Resolve issues related to distribution and loan processing while maintaining relationships with multiple recordkeepers.
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 a Great Place to Work, the company prioritizes accuracy, compliance, and regulatory risk reduction.
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 a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement TPA, 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 has a coast-to-coast network of 19 leading firms and prioritizes accuracy and compliance.
Sells 401(k) Retirement Plan Services full-service recordkeeping to small and mid-market clients with a focus on the most complex opportunities.
Develops sales pipeline through conferences, networking, and building consultant and sponsor relationships, managing all aspects of the sales cycle.
Provides strategic guidance and negotiates final terms, while staying current on industry trends and building effective internal relationships.
T. Rowe Price is a premier global asset management organization with over 85 years of experience, offering investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With over 2 million plan participants and $1.4 trillion in assets under management, the firm fosters a collaborative culture that respects differences and supports associates with resources and flexibility.
Serve as the primary operational contact for assigned clients, ensuring smooth delivery of defined benefits administration services.
Oversee operational teams and analyze data to support decision-making, client reporting, and process improvements.
Manage client-specific projects, resolve escalations, and maintain regular communication with stakeholders to ensure high-quality outcomes.
This position is listed on behalf of a partner company that manages all applications and next steps. It is a client-facing role focused on delivering defined benefits administration services within a global organization that emphasizes inclusion, wellbeing, and employee support.