Retirement Plan Implementation / Operations Manager, (HSR)

Retirement Plan Implementation / Operations Manager

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 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc., Actuaries Unlimited, and CRP California Retirement Plans, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.

Based in Chicago, Illinois, HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model. HowardSimon is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary

We are seeking a proactive and detail-oriented Retirement Plan Implementation & Operations Manager to join our growing third-party administration (TPA) firm. This role is ideal for someone with a strong background in retirement plan administration and operations, who also brings project management capabilities and the potential to grow into a broader leadership role.

The ideal candidate will have hands-on experience with retirement plan recordkeeping systems (Relius preferred), excellent organizational and communication skills, and a process-oriented mindset. You will be responsible for managing new plan onboarding, overseeing day-to-day operational workflows, supporting client service teams, and driving process improvements across our retirement plan practice.

This role is based in our Chicago, IL office and follows a hybrid work model, combining in-office collaboration with the flexibility to work remotely part of the week; however, consideration for a remote work arrangement will be considered for the right candidate.

Key Responsibilities

• Plan Implementation & Onboarding :

Lead the onboarding process for new retirement plans, including data collection, asset transfers, and plan set-up in Relius Administration.

Maintain & oversee accurate plan data in the recordkeeping system, ensuring compliance with plan design and IRS / DOL requirements.

Identify areas for operational improvement and lead process enhancement initiatives.

Work closely with the administrative and compliance teams to coordinate daily workflows and resolve issues.

Prepare and distribute custom plan and participant reports as needed.

Required Qualifications

Preferred Qualifications

Our Value-Driven Employee Experience