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.

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+

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.

• 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.