Retirement Plan Administrator, (SI Group) Job at Strongpointpartners, Remote

  • Strongpointpartners
  • Remote

Job Description

Back to jobs Retirement Plan Administrator, (SI Group) Honolulu, HI / Remote Apply 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. 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: 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: We are specifically looking for candidates local to Honolulu who can work an in-person or hybrid schedule. 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.

Job Tags

Full time, Local area, Remote work

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