Combo Retirement Plan Administrator

Strongpoint Partners

. Perform A-Z administration and independently manage a caseload of approximately 80 small combo plans .

Posted 10/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in the administration of qualified combo plans, including actuarial valuation, compliance with IRS regulations, and client relationship management. Proficient in preparing valuation packages and conducting non-discrimination testing while maintaining a detail-oriented and organized approach.

Highest-signal resume keywords

Administration Of Qualified Combo PlansActuarial ValuationIRS Form 5500 PreparationNon-Discrimination TestingClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Actuarial ScienceMathematicsBusiness/FinanceAccountingEconomicsValuation ReportsContribution CalculationsRegulatory ResearchPlan DesignDistribution Calculations

Soft Skills

Highly OrganizedDetail-OrientedTeam PlayerAbility To Multi-TaskClient Service Passion

Tools & Technologies

ReliusFT William Benefits Software

Certifications & Qualifications

ASPPA CredentialsNIPA Credentials

Industry Keywords

DB/Cash Balance PlansPBGC Premium FilingsIRS Forms 5330IRS Forms 8955-SSAAnnual Funding Notices

About the role

Key responsibilities & impact

Perform A-Z administration and independently manage a caseload of approximately 80 small combo plans
Understand and interpret DB/Cash Balance Plan actuarial valuation elements and communicate issues to in-house actuaries and clients
Prepare annual valuation packages, including valuation reports, annual funding notices, letters, actuarial certifications, IRS Form 5500 and related schedules, and additional IRS forms such as 5330 and 8955-SSA
Prepare PBGC comprehensive premium filings
Perform plan design for existing and potential new clients
Perform, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans, including 410(b), 401(a)(4), 401(a)(26), and gateway testing
Review reports, tax forms, notifications, disclosures, legal documents, and materials sent to clients or government agencies
Calculate projections and contribution requirements
Prepare distribution calculations and review distribution forms for terminated employees
Research technical and regulatory issues related to clients’ plans
Maintain proactive client relationships, perform plan upkeep, and advise clients on technical and regulatory requirements
Continue education through webcasts and ASPPA exams
Perform other duties as assigned

Requirements

What you’ll need

Minimum of 5 years experience in administration of qualified combo plans
Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields
Highly organized and extremely detail-oriented
Ability to work well with others and be a team player in a fast-paced environment
Ability to prioritize and multi-task
Passion for client service
Ability to work independently in a remote work environment
ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials
Experience with Relius and FT William benefits software preferred

Benefits

Comp & perks

Flexible workplace with remote options
Flexible PTO, including flexible and unlimited options
Inclusive environment valuing diversity, collaboration, and respect
Ongoing learning and career development support
Health, dental, vision, life, and disability coverage
Incentive bonus programs
Flexible hours