Retirement Plan Administrator

Strongpoint Partners

. Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans .

Posted 10/5/2026full-timeMelville • New York • United StatesJuniorMid-Level💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in administering full-cycle retirement plan operations, including compliance testing and IRS form preparation, while effectively communicating with clients and managing project tasks in a fast-paced environment.

Highest-signal resume keywords

Retirement Plan AdministrationRegulatory ComplianceDatair/CalcAir ProficiencyIRS Form PreparationProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ADP/ACP TestingCompliance TestingTrust AccountingPlan Document InterpretationCensus Data ManagementValuation CoordinationPlan Design EvaluationMathematics SkillsExcel ProficiencyIRS Form 5500 Preparation

Soft Skills

Strong CommunicationOrganizational SkillsDetail-OrientedAbility to Thrive in Fast-Paced EnvironmentProject Management Abilities

Tools & Technologies

Microsoft Office 365ExcelWordOutlook

Certifications & Qualifications

Bachelor's DegreeASPPA Credentials

Industry Keywords

401(k) PlansERISA RegulationsCross-Tested Retirement PlansPlan OperationsParticipant Transactions

About the role

Key responsibilities & impact

Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans
Perform ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) compliance testing
Coordinate year-end valuations and interpret plan documents
Process participant transactions including 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 for compliance and client satisfaction
Communicate with clients about plan administration issues
Use internal systems and technology to streamline processes and improve accuracy
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Mathematics, or a similarly related field
2-5+ years of experience in retirement plan administration, preferably in a TPA environment
Deep understanding of regulatory compliance and testing standards
Knowledge of ERISA regulations
Proficiency in Datair/CalcAir software preferred
Strong communication, organizational, and project management abilities
Detail-oriented with solid math/accounting skills
Ability to thrive in a fast-paced, remote work environment
ASPPA credentials or progress toward them strongly preferred
Proficiency in Microsoft Office 365, including Excel, Word, and Outlook

Benefits

Comp & perks

Hybrid and remote work options available
Flexible paid time off, including flexible and unlimited options
Health, dental, vision, life, and disability coverage
Incentive bonus programs
Flexible hours
Ongoing learning and career development support
No weekends
Extra day off before Thanksgiving
Ability to manage schedule and attend personal appointments
Supportive, inclusive, collaborative work environment