Retirement Plan Administrator, (UBP)
The Retirement Plan Administrator at United Benefit Pensions (UBP), a Strongpoint Partners company, is responsible for managing a portfolio of defined contribution retirement plans, including 401(k) and cross-tested plans. UBP, based in Melville, New York, is recognized for delivering personalized retirement solutions and is an operating partner of Strongpoint Partners, a tech-enabled financial services platform serving small to mid-sized businesses. The role offers flexibility with remote work options across the United States, with a preference for candidates in the Central and Eastern time zones.
Key responsibilities include administering full-cycle plan operations, performing compliance testing (such as ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)), coordinating year-end valuations, processing participant transactions, preparing and filing IRS forms (5500, 8955, and 5330), reconciling plan assets, managing census and participant data, recommending plan design changes, and communicating with clients on plan administration issues. The position emphasizes a client-focused approach and offers an opportunity for self-starters who thrive in a remote work environment.
Candidates should have a Bachelor's degree in Business, Finance, Mathematics, or a related field, with 2-5+ years of experience in retirement plan administration, preferably in a TPA environment. A deep understanding of regulatory compliance and testing standards, knowledge of ERISA regulations, proficiency in Datair software (preferred), and strong communication skills are essential. The role requires a detail-oriented, client-focused approach and the ability to work effectively in a remote setting.
The anticipated annual salary for this position ranges from $70,000 to $84,000. Strongpoint Partners offers a comprehensive benefits package, including health, dental, vision, life, and disability coverage, as well as flexible workplace options, unlimited paid time off, and a culture that values diversity, collaboration, and respect. The company supports ongoing learning and career development, providing growth opportunities within the organization.
UBP operates in a relaxed, supportive environment where employees are treated as professionals, with flexible schedules and a focus on work-life balance. The company culture emphasizes getting great work done without sacrificing personal time, offering no weekend work, an extra day off before Thanksgiving, and the option to work fully remote or in-office. UBP values collaboration, client partnership, and a team that respects individual time and expertise.