Experienced Loans & Distributions Specialist

About American Retirement Plan Services, (ARPS):

A boutique, consulting-focused firm headquartered in Baltimore County, MD that delivers tailored services primarily to small and medium-sized businesses, offering expert guidance and hands-on support across a range of plan types. ARPS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform.

Position Summary

ARPS is seeking an experienced and detail-oriented Loans & Distributions Specialist to support the administration of qualified retirement plans. This role is responsible for coordinating participant loan and distribution activity, ensuring timely and accurate processing while maintaining compliance with ERISA and plan regulations.

The ideal candidate will have hands-on experience processing retirement plan loans and distributions across multiple recordkeepers and brokerage platforms and will be comfortable managing requests from initiation through completion. Experience with plan terminations, automatic rollovers, and participant communications is highly valued.

Key Responsibilities

• Coordinate and process participant distributions and loan requests for qualified retirement plans accurately and efficiently
• Communicate with plan sponsors, participants, recordkeepers, and internal teams regarding loan and distribution activity
• Review loan applications and prepare promissory notes and amortization schedules
• Track loan and distribution requests from initiation through completion
• Maintain accurate documentation and transaction records while ensuring compliance with plan provisions and regulatory requirements
• Assist with plan termination distributions and automatic rollover processes
• Work across multiple retirement plan recordkeepers and brokerage platforms to facilitate processing and resolve issues
• Support internal teams with participant and operational inquiries related to loans and distributions
• Ensure all processing adheres to ERISA guidelines and retirement plan regulations
• Identify opportunities for process improvement and operational efficiency

Qualifications

• Proven experience processing loans and distributions for qualified retirement plans
• Strong understanding of ERISA rules and regulations related to retirement plan loans and distributions
• Familiarity with multiple retirement plan recordkeepers and their loan/distribution procedures
• Experience with plan terminations and automatic rollover processes preferred
• Proficiency in Microsoft Excel, Outlook, and Microsoft 365
• Familiarity with Ft. William Plan Documents and Compliance Systems is a plus, but not required
• Strong attention to detail and ability to perform accurate basic math calculations
• Excellent organizational and documentation management skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities independently in a deadline-driven environment

PLEASE NOTE

Candidates with prior retirement industry experience and direct exposure to qualified plan loan and distribution processing will be strongly preferred. This role requires a high degree of accuracy, organization, and responsiveness in a fast-paced client service environment.

About Allied Consultants Inc.:

A TPA headquartered in Chino Hills, CA, Allied Consultants, Inc. specializes in retirement plan for almost 40 years. ACI prides themselves on providing the best solutions to their clients with knowledge, integrity, and professionalism. ACI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Allied Consultants Inc. (ACI), a Strongpoint Partner, is seeking a motivated and detail-oriented Retirement Plan Administration Assistant to join our team in Chino Hills, California. This role is a full-time, on-site position, and this person will primarily be assisting Account Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans. 

Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided. This role is an excellent opportunity for individuals who want to begin a career in retirement plan administration.

PLEASE NOTE: This role is based in our Chino Hills, CA office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.

Key Responsibilities:

• Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering & organizing census information and assisting with compliance testing & Form 5500 filings.
• Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls.
• Support the preparation of plan-related documents, including participant forms, reports, and communications.
• Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions.
• Proactively review the status of activity for assigned plans to ensure administrative service standards are met.
• Communicate with clients and advisors in a professional, clear, and timely manner via phone and email.
• Maintain accurate records and ensure proper handling of all confidential information.
• Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time.
• Utilize CalcAir/Datair, internal systems, and other necessary software to support data management and plan administration activities.

Qualifications:

• Bachelor’s degree in business, finance, economics, mathematics, accounting, or other similarly related field.
• Proficiency in Microsoft Word, Excel, and Outlook; prior experience with CalcAir/Datair preferred.
• Strong organizational skills with attention to detail and accuracy.
• Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions.
• Ability to multitask and manage priorities in a deadline-driven environment.
• Team-oriented attitude with a strong desire to learn and grow within the retirement plan industry.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem-solving skills.
• Ability to act with integrity and to continuously improve service.
• Fluency in Mandarin or Cantonese is a plus.

Pay Transparency Statement:

The anticipated pay range for this position is $23-$25 per hour.

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.

Position Summary:

The HR Operations Specialist serves as the operational backbone of the Human Resources department, owning the full employee lifecycle from pre-hire onboarding through offboarding, while ensuring the integrity and performance of all HR information systems. Reporting to the HR Business Partner, this individual is the resident expert in the HRIS and serves as the primary liaison between HR, Payroll, and department leaders to ensure seamless data flow, compliant workflows, and exceptional employee experience. This role requires a combination of technical acumen and people-first thinking.

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, preference will be given to candidates in the Chicago area who can work on a hybrid schedule. 

Key Responsibilities:

• Onboarding & New Hire Integration
  • Design, manage, and continuously improve the end-to-end onboarding experience for all new hires, including pre-boarding communications, orientation, and appropriate check-ins.
  • Configure and maintain onboarding workflows in Dayforce, ensuring all tasks, documents, and system access are triggered accurately and on time.
  • Coordinate with IT, Payroll, Benefits, and department managers to ensure seamless readiness for each new hire start date.
  • Track completion of onboarding milestones and identify gaps or areas for improvement.
• Employee Lifecycle & HR Workflows
  • Process and audit all employee change transactions in Dayforce, including promotions, lateral transfers, department changes, compensation adjustments, title changes, and reporting-line updates.
  • Maintain accurate and up-to-date employee records in the HRIS, ensuring data integrity across all modules.
  • Partner with HR Business Partners and managers to ensure workflow approvals are completed timely and in compliance with company policy.
  • Generate and distribute workflow confirmation letters and documentation for employees and managers.
• HRIS Administration & System Management
  • Serve as the primary Dayforce system administrator for the HR team, including configuration, troubleshooting, user access management, and ongoing optimization.
  • Lead the implementation of new Dayforce modules and system enhancements, partnering with vendors, IT, and stakeholders to ensure successful deployment and adoption.
  • Develop and maintain standard operating procedures (SOPs) for all HRIS processes and ensure documentation is current.
  • Create and maintain custom reports, dashboards, and data exports to support HR and leadership decision-making.
  • Monitor system integrations and data feeds; proactively identify and resolve discrepancies.
• Payroll Collaboration
  • Serve as the HR point of contact ensuring all employee changes, new hires, and terminations are communicated accurately and within established payroll deadlines.
  • Audit pre-payroll data to identify and correct errors prior to processing, minimizing payroll adjustments and off-cycle corrections.
  • Coordinate resolution of discrepancies related to pay, job data, or benefit deductions that originate from HRIS records.
• Offboarding & Termination Processing
  • Manage the offboarding process for all voluntary and involuntary separations, including system deactivation, final pay coordination, benefit continuation notifications (COBRA), and equipment return logistics.
  • Conduct or coordinate exit interview administration and ensure data is captured for trend analysis.
  • Ensure timely and compliant processing of all separation documentation.

Minimum Qualifications:

• Bachelor’s degree in Human Resources, Business Administration, Information Systems, or a related field, (or equivalent work experience).
• 2+ years of experience in client services, administration, or HR-related role.
• Hands-on experience with Dayforce (Ceridian) or a comparable HCM platform, (or ability to learn).
• Ability to stay organized when managing multiple shifting priorities.
• Demonstrated ability to maintain data accuracy and confidentiality in a fast-paced, high-volume environment.
• Proficiency in Microsoft Office Suite, particularly Excel (pivot tables, VLOOKUPs, data validation).

Preferred Qualifications:

• Experience leading or participating in an HRIS implementation or module rollout.
• Strong understanding of HR processes including onboarding, employment changes, payroll coordination, and offboarding.
• Familiarity with payroll fundamentals, wage & hour compliance, and benefits administration.
• Experience building HR reports and dashboards using HRIS reporting tools.

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$55,000 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.

About Retirement Strategies Group, (RSG):

Based in New Orleans, Louisiana, Retirement Strategies Group (RSG) is a TPA that provides 401(k) plan administration and recordkeeping services to small- and mid-sized businesses. RSG services 600+ 401(k), Profit Sharing, Cash Balance, and Traditional DB plans. From design and implementation to communication and ongoing administration, RSG helps clients achieve maximum results from their plans. RSG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Retirement Strategies Group (RSG), a Strongpoint Partner, is seeking a Plan Accounting Associate to join and support our Plan Accounting department. This entry-level position plays a critical role in ensuring retirement plan transactions are processed accurately, timely, and in accordance with established procedures.

In this role, you will assist with processing and reviewing plan contributions, distributions, enrollment forms, fees, and participant requests, while also supporting the participant call center. You will perform daily cash and fund reconciliations, complete trade processing, and help resolve discrepancies. This position blends detailed data analysis with ongoing communication, making it an excellent opportunity for an organized, detail-oriented multitasker who is interested in building a career in operations or financial services.

PLEASE NOTE: This role is an in-person opportunity based out of the RSG office in New Orleans, LA; fully in-person work will be required for ~6 months with potential to shift to a hybrid schedule after training is complete. RSG operates on a “flex schedule” model which allows employees some flexibility regarding their specific work hours.

Key Responsibilities:

• Process retirement plan contributions and distributions in accordance with plan requirements
• Manage enrollment forms and participant materials, ensuring completeness and accuracy
• Process applicable fees and maintain proper documentation
• Perform daily cash and fund reconciliations to ensure accuracy of transactions
• Complete daily trade processing activities in a timely manner
• Utilize vendor platforms to review vesting, process distributions, and manage data uploads
• Respond to participant inquiries and provide support to resolve issues or questions
• Sort, scan, and organize incoming mail and assign statements appropriately
• Maintain accurate records and documentation related to plan administration activities
• Identify discrepancies or issues and collaborate with internal teams to resolve them
• Support cross-functional teams, including operations and client service, to ensure smooth plan administration
• Other duties as assigned

Minimum Qualifications:

• Bachelor’s degree or equivalent work experience preferred
• 1–3 years of experience in operations, financial services, benefits administration, or a related field preferred
• Strong attention to detail and ability to manage data accurately across multiple systems
• Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously
• Strong written and verbal communication skills, including the ability to interact professionally with clients
• Comfortable working in a process-driven environment with structured workflows
• Proficiency in Microsoft Office (particularly Excel) and experience working with internal systems or workflow platforms
• Ability to work collaboratively with cross-functional teams

Preferred Qualifications:

• Experience working with retirement plans, benefits administration, or financial services
• Experience in professional services or operations support environment
• Comfort with technology and ability to learn new systems quickly 

About SI Group:

Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

SI Group, a Strongpoint Partner,  is seeking a skilled and client-service focused Mid-Level or Senior Retirement Plan Administrator. As a member of the Client Services Team, the Retirement Plan Administrator has a diverse knowledge of plan design, compliance, and client relations.  This position will perform all levels of testing and provide guidance to team members and clients.

PLEASE NOTE: Candidates local to Honolulu who can work an in-person or hybrid schedule are strongly preferred; however, a remote arrangement may be considered for the right candidate, (Mountain & Pacific time zones ONLY). Candidates being considered in a remote capacity must be willing to work HST/PST hours, as needed.

Key Responsibilities:

• Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases.
• Serve as a guide to other plan administrators in supporting client requirements.
• Initiate and participate in process improvements.
• Complete leadership and/or project management courses.
• Provide strategic guidance and assist in defining strategic goals.
• Efficiently utilize technology to perform the duties of this position.
• Attend staff meetings and trainings as requested.
• Maintain team approach by assisting in areas appropriate for this position.
• Own stewardship of all assigned business relationships.
• Other duties as assigned.

Qualifications:

• QKA or similar industry certification.
• Bachelors degree from an accredited college or university, (or equivalent).
• 3-5+ years of retirement plan experience with defined contribution plans.
• 3-5+ years of client services experience.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software; experience with ASC and/or FT Williams preferred.
• Must be organized and detail-oriented.
• Exceptional approach to client service focusing on communications, timely solutions, and client needs.
• Team player, collaborative, able to work with and through others.
• Strong verbal and written communication skills.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem-solving skills.
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.
• +++Added bonus if you have experience with DB/CB plans and/or QPA.

About SI Group:

Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

SI Group, a Strongpoint Partner, is seeking a motivated and detail-oriented Retirement Plan Administration Assistant to join our team in Honolulu, HI. This role is a full-time, on-site position, and this person will primarily be assisting Plan Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans. 

Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided. This role is an excellent opportunity for individuals who want to begin a career in retirement plan administration.

PLEASE NOTE: This role is based in our Honolulu, HI office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.

Key Responsibilities:

• Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering & organizing census information and assisting with compliance testing & Form 5500 filings.
• Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls.
• Support the preparation of plan-related documents, including participant forms, reports, and communications.
• Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions.
• Proactively review the status of activity for assigned plans to ensure administrative service standards are met.
• Communicate with clients and advisors in a professional, clear, and timely manner via phone and email.
• Maintain accurate records and ensure proper handling of all confidential information.
• Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time.
• Utilize ASC, FT William, internal systems, and other necessary software to support data management and plan administration activities.
• Other duties as assigned.

Qualifications:

• Bachelor’s degree in business, finance, economics, accounting, or other similarly related field.
• Proficiency in Microsoft Word, Excel, and Outlook; prior experience with ASC and/or FT William preferred.
• Strong organizational skills with attention to detail and accuracy.
• Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions.
• Ability to multitask and manage priorities in a deadline-driven environment.
• Team-oriented attitude with a strong desire to learn and grow within the retirement plan industry.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem-solving skills.
• Ability to act with integrity and to continuously improve service.

Strongpoint Partners is seeking an experienced ERISA Attorney to support one of our partner firms, Carlson & Quinn. This individual will play a critical role in ensuring the accuracy, compliance, and integrity of retirement plan documents and participant communications.

Reporting directly to the TPA’s President, this role partners closely with Senior Consultants and Plan Administrators to interpret plan provisions, navigate complex regulatory requirements, and support day-to-day retirement plan operations. The ideal candidate brings deep expertise in ERISA and the Internal Revenue Code, along with strong writing, research, and analytical skills.

This is a highly technical, detail-oriented position suited for someone who enjoys working behind the scenes to ensure plans remain compliant while supporting both internal teams and client needs.

About Carlson & Quinn

Carlson & Quinn is a respected third-party administration firm and a valued partner of Strongpoint Partners. Known for their technical expertise and client-focused approach, the team specializes in delivering high-quality retirement plan administration and consulting services.

As part of the Strongpoint network, Carlson & Quinn combines deep industry knowledge with the resources and collaboration of a national platform, creating an environment where professionals can grow, contribute, and make a meaningful impact.

Key Responsibilities

Plan Document Management

• Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans
• Prepare plan restatements, amendments, board resolutions, and adoption agreement updates
• Maintain and update summary plan descriptions (SPDs) and related addenda
• Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance
• Support plan mergers and terminations, including preparation of required documentation
• Prepare administrative committee charters and fiduciary acceptance letters

Support for Senior Consultants & Plan Administrators

• Interpret plan documents to ensure accurate operational application
• Prepare executive summaries of plan provisions to support client discussions and plan design decisions
• Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly
• Research complex technical questions and provide clear, actionable insights
• Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS)
• Review domestic relations orders for QDRO compliance and administrative feasibility
• Draft correspondence summarizing findings, documents, and recommendations
• Serve as a subject matter expert on plan language and participant disclosures
• Track and manage document-related compliance deadlines to ensure timely completion
• Review documents and communications to ensure consistency across all materials
• Prepare administrative forms and supporting documentation as needed

Employee & Participant Communications

• Draft and review participant-facing materials, including SPDs, SMMs, Plan Highlights, FAQs, and required notices
• Ensure all communications meet ERISA disclosure requirements and are clear, accurate, and easy to understand
• Advise on timing, delivery, and content of required participant notices (e.g., safe harbor, QDIA, automatic enrollment, blackout notices)
• Ensure alignment between plan documents and participant communications

Qualifications

• 10+ years of experience in retirement plan administration, consulting, or a related field (TPA, recordkeeper, CPA firm, law firm, or financial services organization)
• Deep experience drafting and reviewing retirement plan documents, including pre-approved and individually designed plans
• Strong knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS guidance, and DOL requirements
• Excellent writing, editing, and communication skills
• Highly detail-oriented with strong analytical and organizational abilities
• Proven research skills with the ability to interpret and apply complex regulations
• Ability to work independently, identify key issues, and drive solutions with minimal direction
• Strong project management skills with the ability to manage multiple priorities
• Familiarity with document automation tools is a plus

Key Responsibilities

• Independently manage and administer a caseload of retirement plans

• Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)

• Deliver strategic recommendations on plan design and compliance 

• Prepare annual valuations

• Complete and file Form 5500s

• Calculate employer contributions

• Perform cross-testing and allocation calculations

• Review participant distributions and loans

• Maintain up-to-date knowledge of ERISA rules and regulations

• Review plan documents and ensure operational compliance

• Communicate effectively with clients, advisors, and internal team members

Qualifications

• Experience administering defined contribution retirement plans

• Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required

• Strong understanding of ERISA rules and retirement plan compliance

• Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam 
  
  Salary Range $75,000-$95,000+

Position Summary:

We are seeking a detail-oriented and motivated Accounting Intern to join our team. This role offers hands-on experience in a professional accounting environment, providing exposure to a range of accounting functions such as accounts payable and receivable, reconciliations, reporting, and general ledger maintenance. The ideal candidate will be eager to learn, organized, and comfortable working with numbers and spreadsheets.

***PLEASE NOTE: This is a part-time internship (approximately 20 hours per week) based in our downtown Chicago office. The position follows a hybrid work model, with a few half days per week in the office and the remainder of the work completed remotely. We are seeking candidates who are able to work from May through August 2026.

Key Responsibilities:

• Assist with accounts payable and accounts receivable processing.
• Support month-end and year-end closing procedures.
• Help prepare and maintain financial reports, spreadsheets, and journal entries.
• Perform bank and account reconciliations under supervision.
• Assist with data entry, filing, and document organization.
• Support audits and budget tracking as needed.
• Conduct research and analysis to support the accounting team.
• Help ensure compliance with company policies and accounting standards.
• Other duties as assigned.

Qualifications:

• Currently pursuing a Bachelor’s degree in Accounting, Finance, or related field.
• Basic understanding of GAAP and financial principles preferred.
• Proficiency in Microsoft Excel and familiarity with accounting software (e.g., QuickBooks, NetSuite, or similar) is a plus.
• Strong attention to detail and accuracy.
• Excellent organizational and communication skills.
• Ability to work both independently and collaboratively in a team environment.

What You’ll Gain

• Practical experience in day-to-day accounting operations.
• Mentorship from experienced accounting professionals.
• Insight into financial reporting and business operations.
• The opportunity to develop technical and professional skills that support a future career in accounting or finance.

Pay Transparency Statement:

The anticipated pay range for this position is $18-$20/hour.

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.

Position Summary

The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.

This position sits at the intersection of marketing, sales, and relationship development. You will be the first point of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.

Working closely with Strongpoint’s field-based sales team, this role focuses on lead qualification, advisor engagement, and proactive follow-up. It is an ideal opportunity for someone looking to build a career in retirement plan sales and advisor distribution.

Key Responsibilities

• Manage and qualify inbound retirement plan leads generated through marketing campaigns, partnerships, and referrals
• Engage financial advisors, consultants, and referral partners to understand their business and retirement plan needs
• Build and maintain a pipeline of qualified opportunities, ensuring timely follow-up and progression
• Partner with field sales and National Accounts teams to transition opportunities and coordinate next steps
• Support advisor meetings, proposals, and presentations
• Educate advisors on retirement plan design, compliance considerations, and TPA services
• Maintain accurate records of all interactions and pipeline activity within the CRM
• Collaborate with marketing to provide feedback on lead quality and campaign performance

What You Bring

• 2–5 years of experience in financial services, sales, business development, or client relationship management
• Exposure to retirement plans, financial advisor distribution, or institutional sales is preferred
• Bachelor’s degree in business, marketing, or a related field preferred
• Experience working with CRM platforms and sales tools
• Strong proficiency in Microsoft Office

Key Competencies

• Strong relationship-building and communication skills
• Ability to quickly establish credibility with financial advisors
• Highly organized with strong follow-up discipline
• Curiosity and willingness to learn retirement plan structures and regulations
• Collaborative mindset with the ability to work across sales, marketing, and operations teams
• Results-driven with a proactive approach to business development

Actuaries Unlimited (AUI), based in Los Angeles, California, is a leading provider of pension administration and retirement benefits consulting. The firm is comprised of a highly experienced team of actuaries and retirement professionals who work collaboratively to deliver thoughtful, accurate, and client-focused solutions.

AUI is an operating partner of Strongpoint Partners. Through this partnership, AUI combines deep actuarial expertise with the scale, resources, and innovation of a growing national platform.

Position Summary

Actuaries Unlimited (AUI) is seeking an experienced Enrolled Actuary with Defined Benefit and Defined Contribution (DB/DC) plan experience, particularly within the small business marketplace.

This individual will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. You will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization.

This is an opportunity to join a collaborative and growing organization where your expertise will directly impact client outcomes and contribute to the continued evolution of the business.

Location: Fully remote (U.S.-based candidates only)

Key Responsibilities

• Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries
• Prepare and file PBGC reports for applicable Defined Benefit plans
• Stay current on industry trends and legislative changes impacting retirement plans
• Review and interpret plan documents and amendments
• Advise clients on plan design strategies and contribution structures
• Review 401(k) valuations, trust accounting, and government reporting
• Perform and analyze nondiscrimination testing
• Support actuarial valuations, AFTAP certifications, and Schedule B filings
• Calculate participant benefits and provide ongoing client support
• Collaborate across teams to ensure accurate and timely plan administration

What You Bring

• 3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans
• Enrolled Actuary (EA) designation required
• Strong knowledge of nondiscrimination testing and compliance requirements
• Experience with Defined Benefit/Cash Balance valuations and PBGC filings
• Familiarity with advanced cross-testing concepts
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Experience with Relius, FT William, or similar administration systems
• Strong project management skills and attention to detail
• Comfortable working in a fast-paced, evolving environment

Compensation & Benefits

The anticipated base salary for this position is $110,000+ annually, with final compensation based on experience, skills, and geographic location.

Position Summary:

Strongpoint Partners is seeking a dynamic and relationship-driven National Account Manager Retirement Plans (RIA and BD Distribution) to develop and manage strategic partnerships with national and regional RIA and Broker-Dealer firms. In this role, you will drive sales growth, expand market share, and increase adoption of Strongpoint’s retirement plan solutions across key distribution channels.

The ideal candidate is a consultative relationship builder with a strong track record in institutional sales and strategic account management within financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions within both defined contribution (DC) and defined benefit (DB) environments.

PLEASE NOTE: This role is remote with expected travel to partner firms, conferences, and internal meetings as needed.

Key Responsibilities:

• Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms
• Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts
• Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms
• Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders
• Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives
• Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants
• Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools
• Other duties as assigned

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field
• 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within financial services
• Strong understanding of ERISA and non-ERISA retirement plan structures
• Experience working with RIAs, Broker-Dealers, and distribution platforms
• Proficiency with CRM systems, Microsoft Excel, and data analytics tools
• MBA or advanced degree preferred

Key Competencies:

• Strategic and analytical thinking
• Executive-level relationship management
• Strong negotiation and presentation skills
• Entrepreneurial mindset with a results-driven approach
• Ability to navigate complex organizational structures
• Excellent written and verbal communication skills

Performance Metrics:

• Growth in plans and assets under administration across RIA and Broker-Dealer channels
• Expansion of strategic partnerships and platform placements
• Advisor engagement and effectiveness of training initiatives
• Retention and satisfaction of key distribution partners

Position Summary:

We are seeking a detail-oriented and analytical Staff Accountant, Revenue Operations to join our Finance team in Chicago. This role is responsible for ensuring accurate revenue recognition in accordance with ASC 606, managing revenue accruals, monitoring accounts receivable activity, and supporting the monthly close process.

The ideal candidate will bring at least three years of progressive accounting experience and a strong understanding of revenue accounting principles. This individual will play a key role in maintaining the integrity of revenue reporting while partnering cross-functionally with internal teams to support billing accuracy, collections efforts, and system transitions. Experience working in Sage or a comparable ERP system is highly preferred.

PLEASE NOTE: This role is based out of our downtown Chicago office and follows a hybrid work model, combining in-office collaboration with the flexibility to work remotely part of the week.

Key Responsibilities:

• Apply and maintain revenue recognition policies in accordance with ASC 606
• Prepare and review monthly revenue accruals and related journal entries
• Reconcile revenue accounts and ensure accuracy during the monthly close process
• Monitor and analyze accounts receivable aging reports; partner with internal teams to address outstanding balances
• Review billing activity to ensure completeness and accuracy of invoicing
• Prepare account reconciliations and perform variance analyses related to revenue activity
• Support partners and internal stakeholders during transitions from QuickBooks to Sage, ensuring accurate revenue setup and reporting
• Assist with external audits by preparing revenue schedules and supporting documentation
• Identify opportunities to improve revenue accounting and AR processes, and help implement workflow improvements
• Collaborate cross-functionally with finance, operations, and client-facing teams to ensure accurate financial reporting
• Other duties as assigned

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field
• 3+ years of progressive accounting experience, including direct exposure to revenue accounting
• Strong knowledge of ASC 606 and revenue recognition principles
• Experience with Sage (preferred) or a comparable ERP/accounting system
• Advanced Microsoft Excel skills, including pivot tables and VLOOKUP/XLOOKUP
• Strong analytical, organizational, and problem-solving skills
• High level of attention to detail and accuracy
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Comfortable working both independently and collaboratively with cross-functional teams
• CPA certification or CPA-track is a plus

Pay Transparency Statement:

The anticipated pay range for this position is $80,000-$90,000 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.

• Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients.
• Prepare and facilitate PBGC filings for covered Defined Benefit Plans.
• Maintain industry knowledge and share information with client and team members.
• Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements.
• Discuss plan design changes and options with clients.
• Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis.
• Perform benefit calculations, valuations, AFTAP and schedule SBs.

• 3-5+ years of small plan DB experience 
• Enrolled Actuary designation to sign documents is preferred. 
• Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements.
• Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements.

This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.
The anticipated salary range for this position is $80,000-$150,000+, depending on experience, skill set, and geographic location.

Position Summary:

Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approx. 65–75 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 are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.

Key Responsibilities:

• Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases
• Serve as a guide to other plan administrators in supporting client requirements
• Initiate and participate in process improvements
• Complete leadership and/or project management courses
• Provide strategic guidance and assist in defining strategic goals
• Efficiently utilize technology to perform the duties of this position
• Attend staff meetings and trainings as requested
• Maintain team approach by assisting in areas appropriate for this position
• Own stewardship of all assigned business relationships
• Perform other duties as assigned

Minimum Requirements:

• Bachelors degree from an accredited college or university or equivalent.
• 3-5+ years of A-Z retirement plan administration experience with defined contribution plans.
• 3-5+ years of client services experience.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
• Must be organized and detail-oriented.
• Exceptional approach to client service focusing on communications, timely solutions, and client needs.
• Team player, collaborative, able to work with and through others.
• Strong verbal and written communication skills.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem-solving skills.
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.

Preferred Requirements:

• QKA and/or QPA, (or similar industry certification), preferred.
• Experience with DB/CB plans and/or Combo plans, preferred.

Pay Transparency Statement:

The anticipated pay range for this position is $65,000-$85,000 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.