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Jobs · Finance · New York

Retirement Plan Administrator, (UBP)

Strongpoint Partners · Melville, NY · 1 mo ago
HybridFinance$65k–$75k/yrFull-time

About the role

The Retirement Plan Administrator will take full ownership of a caseload of defined contribution retirement plans, performing compliance testing, coordinating year-end valuations, processing participant transactions, preparing and filing IRS/government forms, reconciling plan assets, importing and managing census and participant data, recommending and evaluating plan design changes, communicating with clients, and leveraging internal systems and technology to streamline processes.

Responsibilities

  • Administer full-cycle (A-Z) plan 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).
  • Cookbook year-end valuations and interpret plan documents.
  • Process participant transactions such as loans, hardships, and distributions.
  • Prepare and file IRS/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 ensure ongoing compliance and client satisfaction.
  • Communicate with clients on plan administration issues with clarity and professionalism.
  • Leverage internal systems and technology to streamline processes and improve accuracy.

Requirements

  • Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
  • 2-5+ years of experience in retirement plan administration, preferably in a TPA environment.
  • Deep understanding of regulatory compliance and testing standards.
  • Knowledge of ERISA regulations.
  • Proficient in Datair/CalcAir software (preferred).
  • Skilled communicator with strong organizational and project management abilities.
  • Detail-oriented with solid math/accounting skills.
  • Able to thrive in a fast-paced, remote work environment.
  • ASPPA credentials (or in progress) strongly preferred.
  • Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

Qualifications

  • Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
  • 2-5+ years of experience in retirement plan administration, preferably in a TPA environment.
  • Deep understanding of regulatory compliance and testing standards.
  • Knowledge of ERISA regulations.
  • Proficient in Datair/CalcAir software (preferred).
  • Skilled communicator with strong organizational and project management abilities.
  • Detail-oriented with solid math/accounting skills.
  • Able to thrive in a fast-paced, remote work environment.
  • ASPPA credentials (or in progress) strongly preferred.
  • Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

Benefits

Strongpoint Partners offers a comprehensive benefits program including health, dental, vision, life, and disability coverage, as well as incentive bonus programs, flexible hours, and other workplace perks.

Pay

The anticipated pay range for this position is $65,000-$75,000 annually.

Schedule

This role is based in UBP's office in Melville, NY and follows a hybrid work model, combining in-office collaboration with the flexibility to work remotely part of the week.

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