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. For more information, please visit: www.strongpointpartners.com.
Cash Balance plans currently outnumber traditional DB plans by nearly 2 to 1. Strongpoint is looking to hire Defined Benefit Administrators, Actuarial Analysts, and Enrolled Actuaries with experience in small and mid-size cash balance plan administration. Strongpoint services combo DC/DB plans as well as standalone DB plans. What you'll do:Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients.Prepare and facilitate PBGC filings for covered Defined Benefit Plans.Maintain industry knowledge and share information with client and team members.Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements.Discuss plan design changes and options with clients.Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis.Perform benefit calculations, valuations, AFTAP and schedule SBs.Required Experience:3-5+ years of small plan DB experience Enrolled Actuary designation to sign documents is preferred. Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements.Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements.This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.
The anticipated salary range for this position is $80,000-$150,000+, depending on experience, skill set, and geographic location.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
Position Summary:Strongpoint Partners is seeking a dynamic and relationship-driven National Account Manager Retirement Plans (RIA and BD Distribution) to develop and manage strategic partnerships with national and regional RIA and Broker-Dealer firms. In this role, you will drive sales growth, expand market share, and increase adoption of Strongpoint's retirement plan solutions across key distribution channels.
The ideal candidate is a consultative relationship builder with a strong track record in institutional sales and strategic account management within financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions within both defined contribution (DC) and defined benefit (DB) environments.
PLEASE NOTE: This role is remote with expected travel to partner firms, conferences, and internal meetings as needed.
Key Responsibilities:Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firmsDevelop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accountsIdentify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firmsMonitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholdersPartner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiativesDeliver product training and thought leadership presentations to advisors, home office teams, and field consultantsMaintain accurate sales forecasts, pipeline activity, and account plans using CRM toolsOther duties as assignedQualifications:Bachelor's degree in Finance, Business, Economics, or a related field7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within financial servicesStrong understanding of ERISA and non-ERISA retirement plan structuresExperience working with RIAs, Broker-Dealers, and distribution platformsProficiency with CRM systems, Microsoft Excel, and data analytics toolsMBA or advanced degree preferredKey Competencies:Strategic and analytical thinkingExecutive-level relationship managementStrong negotiation and presentation skillsEntrepreneurial mindset with a results-driven approachAbility to navigate complex organizational structuresExcellent written and verbal communication skillsPerformance Metrics:Growth in plans and assets under administration across RIA and Broker-Dealer channelsExpansion of strategic partnerships and platform placementsAdvisor engagement and effectiveness of training initiativesRetention and satisfaction of key distribution partnersOur Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
Position Overview:
Strongpoint Partners is seeking two highly motivated Help Desk Technicians to join our IT team. This role provides frontline technical support to end users and plays a key role in ensuring the reliable operation of hardware, software, and network systems. The ideal candidate is a strong troubleshooter with excellent communication skills and a customer-first approach to problem-solving.
PLEASE NOTE: This role is intended to follow a hybrid work model with the expectation of in-office work ~2-4 days per week out of our Riverwoods, IL and/or downtown Chicago offices.
Key Responsibilities:
Provide Tier 1 and Tier 2 technical support to end users, ensuring timely and effective resolution of issues.Troubleshoot and support Microsoft Office 365 applications and services.Build, configure, and deploy laptops managed through Microsoft Intune.Diagnose and resolve local network and VPN connectivity issues.Provision and manage user accounts in Office 365, including permissions and security settings.Ensure endpoint security tools and controls are active, compliant, and functioning properly.Maintain accurate hardware and software asset records within the ITSM system.Escalate high-priority or complex incidents to management or higher-level support as needed.Deliver exceptional customer service and communicate clearly with both technical and non-technical users.Other duties as assigned.Qualifications:
3-5+ years of proven experience in a Help Desk or IT Support role.Strong working knowledge of Office 365 administration and troubleshooting.Experience with Microsoft Intune or similar device management tools.Solid understanding of networking fundamentals, including VPN technologies.Familiarity with ITSM tools and asset management best practices.Ability to prioritize tasks and perform effectively in a fast-paced environment.Excellent verbal and written communication skills.Strong analytical and problem-solving abilities.Preferred Qualifications:
Bachelor's degree in a related field.CompTIA A+, Network+, and/or Microsoft certifications.Experience supporting users in an enterprise IT environment.Pay Transparency Statement:
The anticipated pay range for this position is $55,000-$65,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
About SI Group:
Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
SI Group, a Strongpoint Partner, is seeking client-service focused Retirement Plan Administrators of all levels. This role is responsible for supporting the administration of qualified retirement plans, including plan design, compliance testing, client service, and ongoing plan consulting.
Successful candidates will demonstrate strong analytical skills, attention to detail, and a commitment to delivering exceptional client service. Depending on experience level, Administrators may manage their own caseloads, perform complex compliance testing, provide strategic consulting to clients, mentor team members, and contribute to departmental initiatives.
Due to a variety of administration needs, SI Group welcomes applications from both experienced retirement plan professionals and entry-level candidates interested in building a career in retirement plan administration. Experience level will be considered when determining role level, responsibilities, and compensation.
PLEASE NOTE: Candidates local to Honolulu who can work an in-person or hybrid schedule are strongly preferred; however, remote candidates in the Mountain or Pacific time zones will also be considered.
Key Responsibilities:
Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities.Manage or support a caseload of retirement plans, with complexity and independence based on experience level.Serve as a primary or secondary point of contact for clients, advisors, and other business partners.Prepare, review, and communicate compliance testing results and required corrective actions.Research and resolve plan administration and compliance issues.Collaborate with team members to ensure timely and accurate completion of client deliverables.Participate in client meetings and consultations regarding plan operations, design, and compliance matters.Assist with process improvement initiatives and departmental projects.Utilize internal systems and technology to efficiently manage plan administration responsibilities.Attend team meetings, trainings, and professional development opportunities.Maintain a collaborative team approach by providing support where needed.Own stewardship of assigned client relationships and deliver exceptional service.Other duties as assigned.Minimum Qualifications:
Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience.Strong analytical, organizational, and problem-solving skills.Excellent verbal and written communication skills.Ability to manage multiple priorities and deadlines in a fast-paced environment.Proficiency with Microsoft Office, particularly Excel.Strong attention to detail and commitment to accuracy.Demonstrated customer service orientation and professionalism.Ability to work independently and collaboratively within a team environment.Preferred Qualifications:
Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, human resources, or a related field.Experience administering defined contribution retirement plans.QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification.Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software.Demonstrated ability to manage client relationships and provide consultative support.Experience mentoring team members, leading projects, or contributing to process improvements.Advanced knowledge of retirement plan compliance, testing, and plan design.Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success.Pay Transparency Statement:
The anticipated pay range for this position is $50,000-$100,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
Position Summary:
Strongpoint Partners is seeking an experienced and entrepreneurial Director, TPA Operations, Strategic Partnerships to lead the administration, growth, and strategic development of a defined contribution retirement plan practice within the Strongpoint platform.
This senior leadership role is responsible for overseeing retirement plan operations, managing key client and advisor relationships, supporting partner firms across the Strongpoint network, and building the team, processes, and infrastructure necessary to support long-term growth. The ideal candidate is a seasoned TPA professional with extensive experience managing complex retirement plan portfolios, leading administration teams, and serving as a trusted consultant to plan sponsors, advisors, and industry partners.
The Director will operate as both a strategic leader and hands-on technical resource, driving operational excellence while contributing to business development initiatives, acquisitions and integrations, talent development, and financial performance. This individual must be comfortable moving between executive-level strategy discussions and detailed plan administration work as business needs require.
PLEASE NOTE: Our preference is for this role to be based at our Chicago headquarters, either in-person or following a hybrid work model. However, we are open to considering fully remote arrangements for highly qualified candidates.
Key Responsibilities:
Plan Administration & Compliance LeadershipProvide oversight for a diverse portfolio of defined contribution retirement plans, including owner-only plans, safe harbor plans, cross-tested plans, ESOPs, and large audited plans.Ensure timely and accurate completion of annual compliance testing, Form 5500 filings, participant disclosures, and all required regulatory reporting.Serve as a technical resource and escalation point for complex compliance, operational, and plan design matters.Support Plan Administrators through annual audits, IRS and Department of Labor examinations, plan corrections, voluntary compliance programs, and plan terminations.Consult on merger and acquisition activity impacting retirement plans, providing guidance on plan mergers, asset transfers, and operational integration requirements.Monitor legislative and regulatory developments and communicate implications to clients, advisors, and internal teams.Establish and maintain operational procedures, quality control standards, and best practices that promote consistency and scalability.Strategic Partnership Support & Capacity ManagementServe as a resource for Strongpoint's affiliated TPA partner firms during periods of capacity constraints, staffing transitions, or other operational needs.Coordinate temporary or transitional administration services for partner firm clients while maintaining service continuity and client satisfaction.Collaborate closely with partner firm leadership to facilitate seamless transitions of plan administration responsibilities.Act as a technical consultant and operational resource for partner firms facing complex plan issues, regulatory challenges, or administrative questions.Foster strong relationships across the Strongpoint partner network while respecting and preserving existing client and advisor relationships.Maintain transparency with Strongpoint leadership regarding resource allocation, portfolio management, and partner support activities.New Business Onboarding & Book Conversion ManagementLead the onboarding, conversion, and implementation of new retirement plan clients and transferred books of business entering the Strongpoint network.Oversee onboarding and document teams responsible for plan setup, document preparation, recordkeeper coordination, payroll integration, and participant communications.Design, document, and continuously improve onboarding workflows, conversion processes, and quality assurance procedures.Develop scalable operational frameworks to support future growth and acquisition activity.Partner with Strongpoint's M&A and integration teams to facilitate retirement plan transitions associated with newly acquired firms.Monitor onboarding timelines and client experience metrics to ensure successful implementations.Client & Advisor Relationship ManagementServe as the senior relationship manager for assigned plan sponsor clients and key advisor relationships.Lead plan design consultations, annual review meetings, fiduciary discussions, and ongoing strategic planning conversations.Provide clients with cost-benefit analyses and recommendations regarding plan design enhancements, compliance strategies, and participant outcomes.Manage escalated service issues and complex operational challenges while maintaining client confidence and trust.Participate in advisor presentations, prospect meetings, industry events, and business development opportunities.Build and maintain long-term relationships with financial advisors, consultants, recordkeepers, and other strategic partners.Team Leadership & Talent DevelopmentRecruit, hire, onboard, and develop retirement plan administration professionals as the business grows.Create a high-performance culture focused on client service, accountability, collaboration, and continuous improvement.Assign and balance workloads based on plan complexity, staff capabilities, and organizational priorities.Conduct performance evaluations, establish development plans, and administer compensation and incentive programs.Provide technical training, coaching, and mentorship to strengthen team capabilities and succession planning.Identify opportunities to improve employee engagement, retention, and career progression within the organization.Financial Management & Strategic LeadershipOwn and manage the business unit profit and loss statement, understanding the financial impact of staffing, pricing, technology, and operational decisions.Develop and monitor budgets, forecasts, staffing plans, and productivity metrics.Identify opportunities to improve profitability, operational efficiency, and service delivery.Collaborate with executive leadership on strategic planning, growth initiatives, acquisition integration, and long-term business objectives.Evaluate technology solutions, vendor relationships, and operational investments that support scalability and client experience.Establish and track key performance indicators related to service delivery, employee performance, client satisfaction, and financial results.Minimum Qualifications:
Bachelor's degree in Business, Finance, Accounting, Economics, Human Resources, or a related field.10+ years of retirement plan administration experience within a Third-Party Administrator (TPA), consulting firm, recordkeeper, or related retirement services organization.Demonstrated experience managing complex defined contribution retirement plans and plan sponsor relationships.Strong technical knowledge of ERISA, Internal Revenue Code qualification requirements, IRS and DOL regulations, compliance testing, Form 5500 reporting, and plan correction programs.Previous experience leading teams, managing performance, and developing retirement plan professionals.Proven ability to manage multiple priorities while maintaining exceptional service standards.Excellent communication, presentation, consulting, and relationship management skills.Strong analytical, organizational, and problem-solving capabilities.Preferred Qualifications:
ASPPA credentials such as QKA, QKC, CPC, QPA, TGPC, or equivalent industry certifications.Experience supporting retirement plan transitions related to mergers and acquisitions.Prior responsibility for departmental budgeting, financial management, or P&L oversight.Experience implementing operational improvements and scaling service organizations.Familiarity with multiple recordkeeping platforms and retirement plan administration systems.What Success Looks Like:
Consistently delivers exceptional service and compliance outcomes across a diverse retirement plan portfolio.Successfully supports Strongpoint partner firms through operational challenges while maintaining strong relationships.Builds scalable onboarding and administration processes that support business growth.Develops a high-performing team with strong technical expertise and client service capabilities.Contributes meaningfully to revenue growth, profitability, and strategic initiatives.Serves as a trusted advisor to clients, financial advisors, partner firms, and executive leadership.Pay Transparency Statement:
The anticipated pay range for this position is $150,000-$175,000 annually plus potential annual bonus.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
About HowardSimon Retirement:
Based in Chicago, Illinois, HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model. HowardSimon is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
As a member of the Onboarding Team, the Retirement Plan Onboarding Administrator is responsible for supporting the successful transition of new clients and managing the first year of plan administration for assigned new business relationships. This position will perform administration, compliance testing, complete plan documents and amendments, and provide guidance to clients throughout the onboarding and initial service period.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Central & Eastern time zone(s).
Key Responsibilities:
Manage the onboarding and first year of administration for assigned new clientsCoordinate the transition of new plans from implementation to ongoing servicePerform annual administration and all levels of compliance testing for assigned new client plansComplete plan documents, amendments, and related onboarding deliverablesProvide guidance to clients on compliance and administrative topics during the first year of servicePartner with internal teams to ensure a smooth onboarding experience and timely handoff to ongoing administrationEfficiently utilize technology to perform the duties of this positionAttend staff meetings and trainings as requestedMaintain a team approach by assisting in areas appropriate for this positionOwn stewardship of assigned new client business relationships during onboarding and the initial service periodOther duties as assignedQualifications:
Bachelor's degree in Business, Finance, Mathematics, or similarly related field.4-7 years of retirement plan experience5-7 years of client services experienceProficiency in Word, Excel, PowerPoint, Outlook, CRM softwareOrganized and detail-orientedExceptional approach to client service focusing on communications, timely solutions, and client needsTeam player, collaborative, able to work with and through othersStrong verbal and written communication skillsAbility to work well under pressure with multiple priorities and deadlinesExcellent analytical and problem-solving skillsAbility to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire teamProficient in Relius software, (preferred)Pay Transparency Statement:
The anticipated pay range for this position is $75,000-$90,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
About United Benefit Pensions, (UBP)
Based in Melville, New York, UBP's team has built a reputation for delivering personalized service to each of their clients, endeavoring to give them a roadmap to retirement success. UBP is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
United Benefit Pensions, (UBP), a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of defined contribution retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.
At UBP, you'll join a team that values flexibility, trust, and balance just as much as technical excellence. We operate in a relaxed, supportive environment where you're treated like a professional - able to manage your schedule, step out for life's appointments, and still wrap up the day at 4 PM right along with the rest of us. We've built a culture focused on getting great work done without sacrificing your personal time: no weekends, an extra day off before Thanksgiving, and the option to work fully remote or in-office. If you enjoy collaborating with colleagues, partnering with clients, and contributing to a team that truly respects your time and expertise, you'll feel right at home here.
PLEASE NOTE: This role is based in UBP's office in Melville, NY and follows a hybrid work model, combining in-office collaboration with the flexibility to work remotely part of the week. We believe this approach supports both team connection and individual work-life balance.
Key Responsibilities:
Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans.Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).Coordinate year-end valuations and interpret plan documents.Process participant transactions such as loans, hardships, and distributions.Prepare and file IRS/government forms including 5500, 8955, and 5330.Reconcile plan assets and complete trust accounting tasks.Import and manage census and participant data.Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.Communicate with clients on plan administration issues with clarity and professionalism.Leverage internal systems and technology to streamline processes and improve accuracy.Other duties as assigned.Qualifications:
Bachelor's degree in Business, Finance, Mathematics, or similarly related field. 2-5+ years of experience in retirement plan administration, preferably in a TPA environment.Deep understanding of regulatory compliance and testing standards.Knowledge of ERISA regulations.Proficient in Datair/CalcAir software, (preferred).Skilled communicator with strong organizational and project management abilities.Detail-oriented with solid math/accounting skills.Able to thrive in a fast-paced, remote work environment.ASPPA credentials (or in progress) strongly preferred.Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).Pay Transparency Statement:
The anticipated pay range for this position is $65,000-$75,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
About Actuaries Unlimited (AUI):
Actuaries Unlimited (AUI), based in Los Angeles, California, is a leading provider of pension administration and retirement benefits consulting. The firm is comprised of a highly experienced team of actuaries and retirement professionals who work collaboratively to deliver thoughtful, accurate, and client-focused solutions. AUI is an operating partner of Strongpoint Partners. Through this partnership, AUI combines deep actuarial expertise with the scale, resources, and innovation of a growing national platform.
Position Summary:
Actuaries Unlimited (AUI), a Strongpoint Partner, is seeking an experienced Enrolled Actuary with Defined Benefit and Defined Contribution (DB/DC) plan experience, particularly within the small business marketplace.
This individual will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. You will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization.
This is an opportunity to join a collaborative and growing organization where your expertise will directly impact client outcomes and contribute to the continued evolution of the business.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.
Key Responsibilities:
Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuariesPrepare and file PBGC reports for applicable Defined Benefit plansStay current on industry trends and legislative changes impacting retirement plansReview and interpret plan documents and amendmentsAdvise clients on plan design strategies and contribution structuresReview 401(k) valuations, trust accounting, and government reportingPerform and analyze nondiscrimination testingSupport actuarial valuations, AFTAP certifications, and Schedule B filingsCalculate participant benefits and provide ongoing client supportCollaborate across teams to ensure accurate and timely plan administrationQualifications:
3-5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plansEnrolled Actuary (EA) designation requiredStrong knowledge of nondiscrimination testing and compliance requirementsExperience with Defined Benefit/Cash Balance valuations and PBGC filingsFamiliarity with advanced cross-testing conceptsProficiency in Microsoft Office (Excel, Word, Outlook)Experience with Relius, FT William, or similar administration systemsStrong project management skills and attention to detailComfortable working in a fast-paced, evolving environmentPay Transparency Statement:
The anticipated pay range for this position is $110,000+ annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
About Retirement Planners & Administrators:
Based in Falls Church, Virginia, Retirement Planners & Administrators (RPA) is a TPA that provides 401(k) plan administration and recordkeeping services to small- and mid-sized businesses. RPA services 1,300+ 401(k), Profit Sharing, Cash Balance, and Traditional DB Plans. RPA's dedicated support and service helps their clients focus on what matters most. RPA is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Retirement Planners & Administrators (RPA), a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will perform full A-Z administration for a caseload of defined contribution retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Central & Eastern time zone(s).
Key Responsibilities:
Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans.Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).Coordinate year-end valuations and interpret plan documents.Process participant transactions such as loans, hardships, and distributions.Prepare and file IRS/government forms including 5500, 8955, and 5330.Reconcile plan assets and complete trust accounting tasks.Import and manage census and participant data.Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.Communicate with clients on plan administration issues with clarity and professionalism.Leverage internal systems and technology to streamline processes and improve accuracy.Other duties as assigned.Qualifications:
Bachelor's degree in Business, Finance, Mathematics, or similarly related field. 3-5+ years of experience in retirement plan administration, preferably in a TPA environment.Deep understanding of regulatory compliance and testing standards.Knowledge of ERISA regulations.Proficient in Relius software, (preferred).Skilled communicator with strong organizational and project management abilities.Detail-oriented with solid math/accounting skills.Able to thrive in a fast-paced, remote work environment.ASPPA credentials (or in progress) strongly preferred.Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).Pay Transparency Statement:
The anticipated pay range for this position is $80,000-$90,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read LessWho 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. For more information, please visit: www.strongpointpartners.com.
About Associated Pension Consultants Inc. (APC):
Based in Melville, New York, APC's team of retirement consultants are committed to delivering high-quality service to each of their clients, helping them secure their retirement future. APC is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Associated Pension Consultants (APC), a Strongpoint Partner, is seeking an entry-level Loan & Distribution Specialist to join our team in office in Melville, NY. This position is a great opportunity for a recent college graduate who is interested in starting a career in the retirement and financial services industry.
The Loan & Distribution Specialist assists with the review and processing of participant loan and distribution requests from qualified retirement plans. This role requires strong attention to detail, organizational skills, and the ability to communicate effectively with plan participants, clients, and financial advisors.
PLEASE NOTE: This role is based in our Melville, NY office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.
Key Responsibilities:
Review loan and distribution requests from retirement plan participants to ensure compliance with plan provisions and IRS regulationsProcess retirement plan loans, hardship withdrawals, and other distributionsCommunicate with plan participants, clients, and financial advisors to gather required documentation and provide updatesRespond to a high volume of participant inquiries via email and phoneVerify eligibility for loans and distributions based on plan guidelinesMaintain accurate records and documentation for compliance and audit purposesCoordinate with plan administrators and internal teams to complete transactions efficientlyAssist with preparing required forms and distribution paperworkTrack requests and workflow using internal systems and spreadsheetsQualifications:
Bachelor's degree preferredRecent college graduates encouraged to apply — no prior industry experience requiredStrong organizational skills and attention to detailProficiency with basic math and calculationsStrong written and verbal communication skillsComfort working with computers and Microsoft Office applicationsAbility to manage multiple tasks and prioritize effectively in a fast-paced environmentPay Transparency Statement:
The anticipated pay range for this position is $40,000-$50,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.Flexible PTO – Competitive paid time off, including flexible & unlimited options.Inclusive Environment – A culture that values diversity, collaboration, and respect.Growth Opportunities – Support for ongoing learning and career development.Comprehensive Benefits – Health, dental, vision, life, and disability coverage.Workplace Perks – Incentive bonus programs, flexible hours, & more.**Specific benefits and programs may vary by partner and position.
Read Less