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Retirement Plan Administrator, (RSG)

Strongpoint Partners · New Orleans, LA · 1 mo ago
RemoteRemoteFinanceFull-time

About the role

Retirement Strategies Group (RSG), a Strongpoint Partner, is seeking highly motivated and ambitious Retirement Plan Administrators.

This is a great opportunity for a motivated candidate who wants to support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

Key Responsibilities

  • Independently handle A-Z administration for a caseload of 401k and cross-tested plans.
  • Perform plan ADP/ACP compliance testing accurately and timely.
  • Maintain industry knowledge and share information with team members.
  • Utilize Relius ASP systems and other technologies to maximize efficiencies.
  • Review and recommend plan design changes to clients.
  • Cook up year-end valuation.
  • Cook up year-end valuation.
  • Coordinate year-end valuation.
  • Review applications for loan, hardship withdrawals, and account distributions.

Qualifications

  • 3-5 years of A-Z retirement plan administration experience.
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
  • ASPPA and/or NIPA credentials preferred.
  • Experience with Relius ASP software strongly preferred.
  • Excellent verbal, written, analytical, organizational skills and keen attention to detail.
  • Excellent customer service skills.
  • Strong math and/or accounting skills.
  • Strong initiative, integrity, self-motivation, and results orientation.
  • Ability to organize, set priorities and meet deadlines.
  • Strong MS Office experience, especially Excel and Word.

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.

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