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Junior Retirement Plan Administrator - Remote

Posted 2 days ago
Finance / Legal
Full Time
USA

Overview

Karel-Gordon & Associates, a Strongpoint Partner, is seeking a skilled Junior Retirement Plan Administrator who will take full ownership of a caseload of small defined contributions plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach.

In Short

  • Administer full-cycle (A-Z) plan operations.
  • Perform compliance testing including ADP/ACP, 415, and 401(a)(4).
  • Coordinate year-end valuations and interpret plan documents.
  • Reconcile plan assets and complete trust accounting tasks.
  • Import and manage census and participant data.
  • Recommend plan design changes for compliance and satisfaction.
  • Communicate with clients on administration issues.
  • Leverage technology to streamline processes.
  • Work in a fully remote environment.
  • Growth opportunities in a valued firm.

Requirements

  • Experience with full-cycle retirement plan operations.
  • Knowledge of compliance testing.
  • Ability to interpret plan documents.
  • Experience in trust accounting.
  • Strong data management skills.
  • Excellent client communication skills.
  • Proficiency in using internal systems and technology.

Benefits

  • Flexible workplace.
  • Competitive PTO.
  • Inclusive environment.
  • Development opportunities.
  • Comprehensive benefits.
  • Workplace perks.

S.P

Strongpoint Partners

Strongpoint Partners is a tech-enabled retirement services platform that caters to small- to mid-sized businesses by providing integrated solutions in retirement third-party administration, recordkeeping, payroll, and HR. The company has been recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and is certified as a Great Place to Work. Strongpoint Partners emphasizes accuracy, compliance, and the reduction of regulatory risk for its clients, supported by local client success teams that are knowledgeable about the specific markets they serve. With a network of 14 leading firms across the country, Strongpoint combines a passion for service and innovation with the expertise necessary to make retirement accessible and effective for everyone.

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