Combo Retirement Plan Administrator, - Chicago - Strongpoint Partners

    Strongpoint Partners
    Strongpoint Partners Chicago

    4 days ago

    Description

    5 days ago Be among the first 25 applicants

    Company Overview


    Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms… For more information, visit

    About Karel-Gordon & Associates


    Based in Deerfield, Illinois, KGA is an industry leader in combo retirement plan design, consulting, and administration. KGA specializes in custom retirement solutions designed specifically for its client's unique retirement objectives. ACI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

    Position Summary


    Karel-Gordon & Associates is looking for an experienced Retirement Combo Plan Administrator. This full-time, fully remote role involves the complete (A‑Z) administration of a book of DB/DC combo retirement plans. You'll work closely with in‑house actuaries, maintain client relationships, and contribute to a collaborative, growth-oriented environment.

    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

    • Independently manage full-cycle administration for approximately a book of small DB/DC combo plans.
    • Interpret and communicate actuarial valuation results and issues with actuaries and clients.
    • Prepare annual valuation packages, including valuation reports, funding notices, certifications, IRS Forms 5500, 5330, 8955‑SSA, and PBGC premium filings.
    • Conduct and review annual nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing).
    • Design and update plan provisions for existing and prospective clients.
    • Calculate projections, contributions, and participant distributions; review related forms and documentation.
    • Review and ensure accuracy of all reports, disclosures, filings, and communications sent to clients or government agencies.
    • Research and resolve technical or regulatory issues.
    • Maintain proactive, client‑focused communication and provide guidance on compliance requirements.
    • Participate in continuing education (e.g., webcasts, ASPPA exams).
    • Other duties as assigned.

    Qualifications

    • 3‑5 years of DB and DC retirement plan administration experience, preferably in a TPA environment.
    • Working knowledge of the Datair system preferred.
    • Proven ability to accurately and efficiently perform valuation and trust accounting/asset reconciliation work.
    • Strong knowledge of IRS and DOL regulations, requirements, and filings.
    • Ability to analyze plan documents and recommend plan design or compliance updates.
    • Strong organizational skills with the ability to work independently and manage multiple priorities.
    • Proficiency in Microsoft Excel, Word, and Outlook.
    • Excellent written and verbal communication skills.
    • Ability to maintain confidentiality and demonstrate professionalism at all times.

    Pay Transparency Statement


    The anticipated pay range for this position is $70,000‑$95,000 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 Details


    Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales. Industries: Technology, Information and Internet.


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