Retirement Plan Compliance Analyst, (RPA)

4 hours, 55 minutes ago
Full-time
Mid Level
Operations
Strongpoint Partners

Strongpoint Partners

Strongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions for small and medium-sized businesses. They offer personalized design, service, and support to help clients achieve the...

Insurance
11-50

Description

  • Administer full-cycle A-Z 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 and 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 support compliance and client satisfaction.
  • Communicate with clients regarding plan administration issues in a clear and professional manner.
  • Use internal systems and technology to improve process efficiency and accuracy.

Requirements

  • Bachelor's degree in Business, Finance, Mathematics, or a 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.
  • Proficiency in Relius software preferred.
  • Strong communication, organizational, and project management skills.
  • Detail-oriented with solid math and accounting skills.
  • Ability to thrive in a fast-paced, remote work environment.
  • ASPPA credentials, or progress toward them, are strongly preferred.
  • Proficiency in Microsoft Office 365, including Excel, Word, and Outlook.
  • Must be able to work fully remote from anywhere in the United States.
  • Preference given to candidates in Central and Eastern time zones.

Benefits

  • Anticipated base salary of $80,000-$90,000 annually.
  • Fully remote role with the ability to work from anywhere in the United States.
  • Flexible workplace options, including hybrid and remote options for many roles.
  • Competitive paid time off, including flexible and unlimited options.
  • Comprehensive health, dental, vision, life, and disability coverage.
  • Incentive bonus programs.
  • Support for ongoing learning and career development.
  • Inclusive workplace culture that values diversity, collaboration, and respect.

Interested in this position?

Apply directly on the company website

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