Retirement Operations Associate

Strongpoint Partners

. Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations .

Posted 10/16/2026full-timeRemote • Colorado • United StatesJuniorMid-Level💰 $50,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations
Verify participant eligibility for loans and distributions based on plan documents and participant status
Ensure accurate calculation of loan repayment schedules and applicable tax withholdings
Prepare daily cash reconciliations and resolve discrepancies
Respond to plan sponsor and participant inquiries regarding loans, distributions, and general 401(k) operations
Monitor incoming emails and phone calls, providing timely and professional support
Communicate plan rules, procedures, documentation requirements, and processing timelines
Identify opportunities to improve operational workflows, efficiency, and service delivery
Research and resolve participant and plan-related issues while maintaining accuracy and customer service
Collaborate with internal teams to ensure smooth daily operations and a positive client experience
Perform other duties as assigned

Requirements

What you’ll need

Excellent verbal and written communication skills, with strong organizational abilities and attention to detail
Strong mathematical, analytical, and/or accounting skills
Proficiency in Microsoft Office, particularly Excel and Word
Ability to manage multiple priorities, meet deadlines, and work independently
Strong initiative, integrity, and a proactive, solutions-oriented approach
Comfortable learning new technologies and adapting to evolving processes
Ability to communicate professionally with plan sponsors, participants, and other stakeholders
Experience working with busy professionals and managing time-sensitive requests
Previous experience in retirement plan administration, particularly 401(k) plans, preferred but not required
Experience with Sungard Relius and/or Schwab RT preferred
Spanish-language proficiency is a plus but not required

Benefits

Comp & perks

Hybrid and remote options available for many roles
Competitive paid time off, including flexible & unlimited options
Inclusive environment valuing diversity, collaboration, and respect
Support for ongoing learning and career development
Health, dental, vision, life, and disability coverage
Incentive bonus programs
Flexible hours