Senior Retirement Plan Administrator (POL)

Who We Are

: Strongpoint Partners is 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, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.

With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc.

("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. com .

" With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-centric focus. POL is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Pollard Associates (POL), a Strongpoint Partner, is seeking an experienced Senior Retirement Plan Administrator .

The Sr. Plan Administrator is responsible for overseeing a caseload of clients, including managing annual workflow/administrative deadlines, compliance testing, contribution calculations, government reporting, and responding to day-to-day client inquiries.

Requirements

This is a great opportunity for a motivated candidate who wants to further their knowledge of qualified plan design, compliance and administration, and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States.

S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Eastern Central time zones.

Provide superior client service, responsiveness and communication Utilize administration systems (FT William) and other technologies to maximize efficiencies Read and interpret legal plan documents and amendments Discuss plan design changes and options with clients Review and import census data and reconcile participant

Key Responsibilities

: Independently manage a caseload of 75+ 401(k) and cross-tested plans of A-Z administration, (exclusive of loan distribution processing plan documents/amendments) Maintain industry knowledge and share information with client and team members Keep up to date with changing 401(k) legislative