Strongpoint Partners

Financial Services

RetirementPlanAdministrator,(HSR)

$60–70k Chicago, Illinois, United States Remote Friendly
The Brief

“Retirement Plan Administrator, (HSR) at Strongpoint Partners. Skills: Retirement plan administration, Compliance testing, ERISA regulations. Administer full-cycle (A-Z) plan operations. Perform compliance testing”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Bachelor's degree in Business, Finance, Mathematics, or similarly related field, 2+ years of experience in retirement plan administration, Deep understanding of regulatory compliance and testing standards, Knowledge of ERISA regulations, Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.)

Nice to Have

Proficient in Relius software, ASPPA credentials (or in progress)

What You'll Do.

Administer full-cycle (A-Z) plan operations

Perform compliance testing

Coordinate year-end valuations

Interpret plan documents

Process participant transactions

Prepare and file IRS/government forms

Reconcile plan assets

Complete trust accounting tasks

Import and manage census and participant data

Recommend and evaluate plan design changes

Communicate with clients on plan administration issues

How You'll Work.

Communication Scope

Client communication

Free ATS check

Applying for this Retirement Plan Administrator, (HSR) role?

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