Senior DC Plan Administrator – BEI
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Job Description
Administering a block of Defined Contribution Plans for clients at Strongpoint Partners. Providing compliance assistance, customer service, and training support.
Responsibilities:
- Administer a block of Defined Contribution Plans (80-120)
- Responsible for the output of data within the annual valuation reports for each client
- Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
- Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
- Provide superior customer service to client and referral partner
- Solve problems with attention to detail within standardized response times
- Provides effective and timely verbal and written communications in a clear, concise and informative written manner via email or phone/voice mail messages.
- Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
- Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study, company-sponsored training sessions or Industry accreditation programs, i.e. ASPPA or NIPA
- Reviews distributions with L&D team
- Reviews loans with L&D team
- Assists auditors for “Large Plans” if a plan is subject to an audit
- Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
- Coordinate with all applicable parties, both internal and external, to ensure proper communication with client and referral partners.
- Responsible for protecting, securing, and proper handling of all confidential data held by BEI to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to BEI or our clients.
- Provide training for Junior Administrators as needed
- Serves as technical resource for other Administrators, Consultants and Assistants
Requirements:
- Bachelor’s degree preferred
- 5+ years ERISA experience in the retirement industry
- Experience in ASC, FT William, PensionPro software desirable, but not required
- Strong Word, Excel, and Outlook skills
- Strong analytical and problem-solving skills
- Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Benefits:
- 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.
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