Retirement Plan Administrator, (POL)
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About Pollard & Associates, (POL):
Based in Hunt Valley, Maryland, Pollard & Associates (POL) have spent 50+ years helping customers "navigate the bridge to retirement." With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-centric focus. Pollard & Associates is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Pollard & Associates (Pollard), a Strongpoint Partner, is seeking an experienced Retirement Plan Administrator to manage a caseload of Defined Contribution retirement plans. This role is responsible for overseeing the full lifecycle of plan administration including compliance testing, contribution calculations, government reporting, and day-to-day client support.
The ideal candidate will be confident managing multiple plans independently while maintaining a strong focus on client service, accuracy, and deadlines. This is an excellent opportunity for someone who enjoys working directly with clients, solving complex compliance questions, and continuing to grow their expertise in qualified retirement plan administration within a collaborative and fast-growing organization.
What You'll Do
Manage a caseload of approximately 75 401(k) and cross-tested plans, handling A-Z administration (excluding loans, distributions, and plan documents/amendments)
Oversee annual plan administration timelines including compliance testing, contribution calculations, and government reporting
Perform and review ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
Coordinate year-end plan valuations and government filings, including asset reconciliation and trust accounting for plans maintained on recordkeeping platforms
Review census data and reconcile participant account information including contribution receivables
Read and interpret plan documents and amendments to ensure accurate plan administration
Partner with clients to discuss plan design changes, contribution strategies, and regulatory updates
Maintain awareness of evolving retirement plan legislation and industry best practices
Utilize administration systems such as FT William and other technologies to support efficient plan management
Provide responsive, high-quality client service and maintain strong client relationships
What We're Looking For
5+ years of retirement plan administration experience
Strong knowledge of Defined Contribution plan compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
Familiarity with cross-testing plan designs
Experience working with administration platforms such as FT William preferred
Proficiency in Microsoft Office (Word, Excel, Outlook)
Strong organizational and project management skills with the ability to manage multiple deadlines
Excellent written and verbal communication skills
A collaborative team player with a strong client service mindset
Analytical thinker with strong problem-solving and mathematical skills
Preferred Qualifications
ASPPA and/or NIPA credentials or interest in pursuing professional certifications
Pay Transparency Statement:
The anticipated pay range for this position is $70,000-$85,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited 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.
**Specific benefits and programs may vary by partner and position.
Apply Now
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About Pollard & Associates, (POL):
Based in Hunt Valley, Maryland, Pollard & Associates (POL) have spent 50+ years helping customers "navigate the bridge to retirement." With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-centric focus. Pollard & Associates is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Pollard & Associates (Pollard), a Strongpoint Partner, is seeking an experienced Retirement Plan Administrator to manage a caseload of Defined Contribution retirement plans. This role is responsible for overseeing the full lifecycle of plan administration including compliance testing, contribution calculations, government reporting, and day-to-day client support.
The ideal candidate will be confident managing multiple plans independently while maintaining a strong focus on client service, accuracy, and deadlines. This is an excellent opportunity for someone who enjoys working directly with clients, solving complex compliance questions, and continuing to grow their expertise in qualified retirement plan administration within a collaborative and fast-growing organization.
What You'll Do
Manage a caseload of approximately 75 401(k) and cross-tested plans, handling A-Z administration (excluding loans, distributions, and plan documents/amendments)
Oversee annual plan administration timelines including compliance testing, contribution calculations, and government reporting
Perform and review ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
Coordinate year-end plan valuations and government filings, including asset reconciliation and trust accounting for plans maintained on recordkeeping platforms
Review census data and reconcile participant account information including contribution receivables
Read and interpret plan documents and amendments to ensure accurate plan administration
Partner with clients to discuss plan design changes, contribution strategies, and regulatory updates
Maintain awareness of evolving retirement plan legislation and industry best practices
Utilize administration systems such as FT William and other technologies to support efficient plan management
Provide responsive, high-quality client service and maintain strong client relationships
What We're Looking For
5+ years of retirement plan administration experience
Strong knowledge of Defined Contribution plan compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
Familiarity with cross-testing plan designs
Experience working with administration platforms such as FT William preferred
Proficiency in Microsoft Office (Word, Excel, Outlook)
Strong organizational and project management skills with the ability to manage multiple deadlines
Excellent written and verbal communication skills
A collaborative team player with a strong client service mindset
Analytical thinker with strong problem-solving and mathematical skills
Preferred Qualifications
ASPPA and/or NIPA credentials or interest in pursuing professional certifications
Pay Transparency Statement:
The anticipated pay range for this position is $70,000-$85,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited 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.
**Specific benefits and programs may vary by partner and position.
Apply Now