Retirement Plan Onboarding Administrator, (HSR)

About the role

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).

Responsibilities

• Manage the onboarding and first year of administration for assigned new clients
• Coordinate the transition of new plans from implementation to ongoing service
• Perform annual administration and all levels of compliance testing for assigned new client plans
• Complete plan documents, amendments, and related onboarding deliverables
• Provide guidance to clients on compliance and administrative topics during the first year of service
• Partner with internal teams to ensure a smooth onboarding experience and timely handoff to ongoing administration
• Efficiently utilize technology to perform the duties of this position
• Attend staff meetings and trainings as requested
• Maintain a team approach by assisting in areas appropriate for this position
• Own stewardship of assigned new client business relationships during onboarding and the initial service period
• Other duties as assigned

Requirements

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 4-7 years of retirement plan experience
• 5-7 years of client services experience
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
• Organized and detail-oriented
• Exceptional approach to client service focusing on communications, timely solutions, and client needs
• Team player, collaborative, able to work with and through others
• Strong verbal and written communication skills
• Ability to work well under pressure with multiple priorities and deadlines
• Excellent analytical and problem-solving skills
• Ability 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 team
• Proficient in Relius software, (preferred)
• P ay Transparency Statement:
• The anticipated pay range for this position is $75,000-$90,000 annually.
• Our Value-Driven

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