Job Description

Sr. Combo Retirement Plan Administrator, (BEI)

Benefit Equity Inc., (BEI) is seeking a detail-oriented and client-focused Sr. Combo Retirement Plan Administrator to manage a block of Defined Benefit and Defined Contribution plans. In this role, you will serve as the primary point of contact for your clients, providing technical ERISA guidance, delivering high-quality service, and overseeing all aspects of plan administration, annual testing, & compliance.

This is an excellent opportunity for a seasoned retirement professional who enjoys building strong client relationships, solving complex problems, and contributing to the operational excellence of a small, collaborative team. The ideal candidate thrives in a consultative environment and takes pride in helping clients maintain compliant, well-run retirement plans.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our partners and clients, preference will be given to local candidates able to work on a hybrid model.

Key Responsibilities:

• Deliver exceptional client service with strong problem-solving and critical-thinking skills.
• Communicate clearly and professionally in both written and verbal formats.
• Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines.
• Maintain current knowledge of ERISA regulations and legislative changes.
• Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70100 plans (subject to change).
• Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g).
• Review and coordinate processing of distributions and loans with asset holders.
• Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission.
• Support external auditors and assist with IRS or DOL audits as needed.
• Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients.
• Coordinate conversions for new clients, working with internal and external parties to ensure accuracy.
• Partner with support staff to facilitate timely and accurate completion of plan administration tasks.
• Safeguard all confidential client and company information in compliance with data-security standards.
• Lead project teams and provide training or technical support to junior staff and peers.
• Perform other duties as assigned.

Qualifications:

• Bachelor's degree preferred.
• 10+ years of ERISA experience in the retirement industry.
• Strong financial analysis skills.
• Experience with ASC, FTWilliam, and PensionPro preferred.
• Proficiency in Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Strong analytical, organizational, and problem-solving abilities with high attention to detail.
• Ability to prioritize and manage multiple deadlines while supporting ERISA compliance requirements.
• Ability to plan, delegate, and oversee work performed by support staff.

The anticipated pay range for this position is $95,000-$120,000 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.

Our Value-Driven Employee Experience:

• 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.

**Specific benefits and programs may vary by partner and position.

Job Tags

Similar Jobs