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Manager, Retirement Plan Administration, (RPCG)

Manager, Retirement Plan Administration, (RPCG)

Strongpoint PartnersSan Francisco, CA, US
2 days ago
Job type
  • Full-time
Job description

Manager, Retirement Plan Administration

RPCG, a Strongpoint Partner, is seeking a highly motivated and ambitious Retirement Administrator Manager to join and help manage our growing team. This individual will not only provide full-service consulting to a designated segment of Plan Sponsor clients - managing day-to-day communication, workflow, and project deadlines - but will also lead and manage a team of six plan consultants.

In this leadership role, you will support team development, drive accountability, and ensure a high standard of service across the group. You'll collaborate closely with our Operations, Participant / Client Support, and Plan Documents teams to deliver seamless and effective service to our clients. This is an exciting opportunity for a driven professional who is passionate about client service, team leadership, and growing with a dynamic, fast-paced financial services firm. The ideal candidate will bring strong project management skills, comfort with technology, and the adaptability and creativity to thrive in an entrepreneurial environment.

This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our team and clients, the selected candidate will need to accommodate an Eastern time schedule.

Key Responsibilities :

  • Lead, mentor, and manage a team of Retirement Plan Administrators, supporting their development and ensuring high performance.
  • Serve as a resource and escalation point for your team, offering guidance on complex client matters.
  • Identify opportunities for process improvement and contribute to the firm's operational and strategic growth.
  • Stay informed on industry trends, regulatory updates, and best practices to guide both clients and team members.
  • Provide timely, superior customer service, including problem solving and issue resolution for a caseload of retirement plan clients.
  • Maintain client relationships with a high client retention rate.
  • Responsible for all aspects of valuation reports, participant statements, and annual testing.
  • Review or perform, as needed, the annual testing for plans, including ADP / ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g).
  • Provide effective verbal and written communications in a clear, concise, and informative manner.
  • Assist Plan Documents Team with plan design and document questions, including understanding IRS and DOL regulations.
  • Assist clients in meeting all IRS and DOL deadlines necessary for qualified retirement plan.
  • Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions.
  • Assist Operations Team with payroll processing and compliance questions.
  • Review participant distribution and loan requests and assist Distribution and Loan Team with all compliance related questions for distributions and loans.
  • Review, prepare, and help ensure timely filing of Form 5500's for each client.
  • Assist auditors if a plan is subject to annual audit.
  • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit.
  • Other duties as assigned.

Qualifications :

  • Between 5 - 10 years of 401(k) retirement plan administration experience.
  • Prior experience in a leadership position preferred.
  • Excellent knowledge of ADP / ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
  • Excellent verbal, written, analytical, organizational skills and keen attention to detail.
  • Excellent customer service skills.
  • Strong math and / or accounting skills.
  • Strong initiative, integrity, self-motivation, and results orientation.
  • Strong analytical and problem solving skills.
  • Strong MS Office experience, especially Excel and Word.
  • ASPPA and / or NIPA credentials preferred.
  • Experience with ASC software strongly preferred.
  • Our Value-Driven Employee Experience :

  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks
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