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Strongpoint Partners шағын және орта бизнеске зейнетақы, жалақы есептеу және адам ресурстарын басқару бойынша кешенді қызметтер ұсынады. Оның платформасы жұмыс берушілерді, жоспар қатысушыларын және олардың қаржылық мақсаттарын қолдауға арналған технологиямен зейнетақы жоспарлары бойынша кеңес беру мен жобалауды, талаптарға сәйкестік пен салықтық қолдауды, есеп жүргізуді және консультациялық қызметтерді біріктіреді. Компания 40-тан астам штаттағы 150 000-нан астам жоспар қатысушысына қызмет көрсетеді және 14 миллиард доллардан астам жоспар активтерін басқарады.
Remote Combo Retirement Plan Administrator
Administer qualified combo retirement plans for Strongpoint Partners’ technology-enabled retirement services platform. Manage valuations, compliance filings, testing, plan design, and client guidance.
Сипаттама
- Manage end-to-end administration for a caseload of approximately 80 small combo plans
- Interpret defined benefit and cash balance actuarial valuation components and communicate issues to internal actuaries and clients
- Assemble annual valuation packages with reports, funding notices, letters, actuarial certifications, IRS Form 5500 schedules, Form 5330, Form 8955-SSA, and related materials
- Complete PBGC comprehensive premium filings
- Design plans for current and prospective clients
- Conduct, review, and correct annual nondiscrimination testing for standalone defined benefit or cash balance plans and combined defined benefit and defined contribution plans, including 410(b), 401(a)(4), 401(a)(26), and gateway tests
- Review reports, tax forms, notices, disclosures, legal documents, and other materials provided to clients or government agencies
- Calculate benefit projections and required contributions
- Prepare distribution calculations and review distribution documentation for terminated employees
- Investigate technical and regulatory questions affecting client plans
- Build proactive client relationships, maintain plans, and advise clients on technical and regulatory obligations
- Pursue continuing education through webcasts and ASPPA examinations
- Handle additional responsibilities as assigned
Талаптар
- At least five years of experience administering qualified combo plans
- Bachelor’s degree in actuarial science, mathematics, business or finance, accounting, economics, or a related field
- Strong organizational skills and exceptional attention to detail
- Collaborative approach and ability to contribute effectively in a fast-paced team environment
- Ability to prioritize competing tasks and manage multiple responsibilities
- Strong commitment to client service
- Ability to work independently in a remote setting
- ASPPA or NIPA credentials are preferred; willingness to pursue credentials is also considered
- Experience with Relius and FT William benefits administration software is preferred
Артықшылықтар
- Remote work options with a flexible workplace
- Flexible paid time off, including flexible and unlimited options
- Inclusive culture centered on diversity, collaboration, and respect
- Support for continuing education and career growth
- Health, dental, vision, life, and disability insurance coverage
- Incentive bonus opportunities
- Flexible working hours
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