Retirement Plan Administrator, (HSR)

About HowardSimon Retirement:

Based in Chicago, Illinois, HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model. HowardSimon is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Howard-Simon Retirement, a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of defined contribution retirement 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. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service. 

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Central & Eastern time zone(s).

Key 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).
• Coordinate 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.
• Other duties as assigned.

Qualifications:

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 2+ 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 Relius 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.).

Pay Transparency Statement:

The anticipated pay range for this position is $60,000-$70,000 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.