Retirement Plan Administrator; SI Group

Who we are:

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 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…