Source Job

• Process retirement plan distributions and loans from start to finish.
• Review documentation for accuracy and completeness, and prepare distribution packages.
• Communicate with participants, plan sponsors, and advisors while maintaining accurate records.

Nova 401(k) Associates provides retirement plan administration and support services, handling distributions, loans, and participant communications. The company is a growing remote team that values accuracy, professional development, and collaborative relationships.

• 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.

• Handle inbound participant calls and emails with professionalism.
• Resolve retirement benefit payment issues accurately.
• Document cases and manage inquiries in Salesforce.

They support retirement plan participants with distribution and account inquiries. The work environment is fast-paced, customer-focused, and team-oriented.

• 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 A-Z administration and manage a caseload of approximately 80 small combo plans independently.
• Prepare annual valuation packages, IRS forms, PBGC filings, and perform non-discrimination testing.
• 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.