Retirement Plan Administrator; KGA Remote/Chicago, IL
Position: Retirement Plan Administrator, (KGA) New Remote / Chicago, IL
Strongpoint Partners is 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 including Howard Simon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel‑Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc.
("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit:
About Karel‑Gordon & Associates:
Based in Deerfield, Illinois, Karel‑Gordon & Associates (KGA) is an industry leader in combo retirement plan design, consulting, and administration. KGA specialized in custom retirement solutions designed specifically for its client’s unique retirement objectives. KGA is an operating partner of Strongpoint Partners, a leading tech‑enabled financial services retirement platform.
Position Summary:
Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of Defined Contribution retirement plans. The right candidate s 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. These positions offer an excellent opportunity for self‑starters who thrive in a remote work environment and who are 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 welcome candidates from all U.S. time zones; however, due to the primary location of our teams and clients, candidates from the Central and Eastern time zones will be prioritized.
Key Responsibilities
• Administer full‑cycle (A‑Z) plan operations for a caseload of 401(k) and cross‑tested retirement plans.
• Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
• Coordinate year‑end valuations and interpret plan documents.
• Process participant transactions such as loans, hardships, and distributions.
• Prepare and file IRS/government forms including 5500, 8955, and 5330.
• Reconcile plan assets and complete trust accounting tasks.
• Import and manage census and participant data.
• Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
• Communicate with clients on plan administration issues with clarity and professionalism.
• Leverage internal systems and technology to streamline processes and improve accuracy.
• Other duties as assigned.
Qualifications
• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 3‑5+ years of experience in retirement plan administration, preferably in a TPA environment.
• Deep understanding of regulatory compliance and testing standards.
• Knowledge of ERISA regulations.
• Proficient in Relius Administration software, (preferred).
• Skilled communicator with strong organizational and project management abilities.
• Detail‑oriented with solid math/accounting skills.
• Able to thrive in a fast‑paced, remote work environment.
• ASPPA credentials (or in…
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Strongpoint Partners is 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 including Howard Simon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel‑Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc.
("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit:
About Karel‑Gordon & Associates:
Based in Deerfield, Illinois, Karel‑Gordon & Associates (KGA) is an industry leader in combo retirement plan design, consulting, and administration. KGA specialized in custom retirement solutions designed specifically for its client’s unique retirement objectives. KGA is an operating partner of Strongpoint Partners, a leading tech‑enabled financial services retirement platform.
Position Summary:
Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of Defined Contribution retirement plans. The right candidate s 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. These positions offer an excellent opportunity for self‑starters who thrive in a remote work environment and who are 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 welcome candidates from all U.S. time zones; however, due to the primary location of our teams and clients, candidates from the Central and Eastern time zones will be prioritized.
Key Responsibilities
• Administer full‑cycle (A‑Z) plan operations for a caseload of 401(k) and cross‑tested retirement plans.
• Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
• Coordinate year‑end valuations and interpret plan documents.
• Process participant transactions such as loans, hardships, and distributions.
• Prepare and file IRS/government forms including 5500, 8955, and 5330.
• Reconcile plan assets and complete trust accounting tasks.
• Import and manage census and participant data.
• Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
• Communicate with clients on plan administration issues with clarity and professionalism.
• Leverage internal systems and technology to streamline processes and improve accuracy.
• Other duties as assigned.
Qualifications
• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 3‑5+ years of experience in retirement plan administration, preferably in a TPA environment.
• Deep understanding of regulatory compliance and testing standards.
• Knowledge of ERISA regulations.
• Proficient in Relius Administration software, (preferred).
• Skilled communicator with strong organizational and project management abilities.
• Detail‑oriented with solid math/accounting skills.
• Able to thrive in a fast‑paced, remote work environment.
• ASPPA credentials (or in…
Apply tot his job
Apply To this Job