Strongpoint Partners

• Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines. • Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans. • Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance. • Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements. • Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation. • Serve as the primary escalation point for complex administrative, compliance, and client service issues. • Draft and review non-standard correspondence, client communications, and technical reports. • Review standard client correspondence and reporting prepared by team members. • Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses. • Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets. • Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs. • Provide consulting support during implementation of new retirement plans and assist with onboarding new clients. • Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team. • Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training. • Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training. • Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.

• Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z. • Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing. • Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans. • Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team. • Review and interpret plan documents and recommend plan design enhancements. • Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments. • Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings. • Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts. • Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements. • Import, validate, and reconcile participant census and financial data. • Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters. • Other duties as assigned.

Role Description Pension Financial Services (PFS), a Strongpoint Partner, is seeking an experienced Retirement Plan Team Lead to manage a portfolio of approximately 65–75 qualified retirement plans while providing leadership and oversight to a Retirement Plan Administrator on their team. This role is ideal for a seasoned retirement plan professional with 10+ years of full-cycle (A-Z) administration experience, advanced technical expertise, and a passion for mentoring others while delivering exceptional client service. The successful candidate will possess extensive experience administering complex defined contribution plans, including: - Cross-tested plans - Combo plans - Multiple employer plans - Pooled employer plans They will serve as both a technical resource and people leader, ensuring high-quality client service, maintaining workflow efficiency, and supporting the professional development of their team member. PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule. Key Responsibilities - Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z. - Perform annual compliance testing including: - ADP/ACP - Top Heavy - 410(b) - 401(a)(4) - 414(s) - Benefits, Rights & Features (BRF) - Administer complex plan designs including: - Safe Harbor - Profit Sharing - Cross-Tested/New Comparability - Combo Defined Contribution/Cash Balance and Defined Contribution/Defined Benefit plans - Pooled Employer Plans (PEPs) - Open and Closed Multiple Employer Plans (MEPs) - Group of Plans (GOPs) - Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans. - Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team. - Review and interpret plan documents and recommend plan design enhancements. - Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments. - Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings. - Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts. - Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements. - Import, validate, and reconcile participant census and financial data. - Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters. Team Leadership - Provide day-to-day leadership and oversight for an assigned Retirement Plan Administrator. - Monitor workflow and production for both personal and team workloads to ensure deadlines and service standards are consistently met. - Review team member work for accuracy, completeness, and quality. - Serve as the escalation point for Tier 2 client issues and assist team members in resolving complex administrative or compliance matters. - Conduct annual performance reviews and provide ongoing coaching, mentorship, and development. - Foster collaboration, accountability, and continuous process improvement within the team. Qualifications - 10+ years of full-cycle (A-Z) qualified retirement plan administration experience. - Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility. - ASPPA QKA designation required. - QPA and/or Certified Pension Consultant (CPC/CBS or equivalent advanced credential) strongly preferred. - Strong expertise with: - Non-discrimination testing, including 401(a)(4), 414(s), and Benefits, Rights & Features testing - Controlled Group and Affiliated Service Group rules - Trust accounting - Complex plan designs including PEPs, MEPs, Group of Plans, and combo DC/CB or DC/DB arrangements - Prior experience leading or mentoring retirement plan administration staff. - Excellent client relationship management and communication skills. - Strong analytical, organizational, and project management abilities. - Detail-oriented with exceptional mathematical and accounting aptitude. - Ability to work independently in a fast-paced remote environment while managing multiple competing priorities. Pay Transparency Statement The anticipated pay range for this position is $90,000-$105,000 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. Benefits - Flexible Workplace – Hybrid and remote options available for many roles. - Flexible 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.

• Analyze and draft retirement plan documents ensuring compliance and alignment with client objectives • Work closely with teams to manage document lifecycles for qualified plans

• Administer full-cycle (A-Z) plan operations for a book 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.

• Manage the onboarding and first year of administration for assigned new clients • Coordinate the transition of new plans from implementation to ongoing service • Perform annual administration and all levels of compliance testing for assigned new client plans • Complete plan documents, amendments, and related onboarding deliverables • Provide guidance to clients on compliance and administrative topics during the first year of service • Partner with internal teams to ensure a smooth onboarding experience and timely handoff to ongoing administration • Efficiently utilize technology to perform the duties of this position • Attend staff meetings and trainings as requested • Maintain a team approach by assisting in areas appropriate for this position • Own stewardship of assigned new client business relationships during onboarding and the initial service period • Other duties as assigned

• Administer full-cycle (A-Z) plan operations for a book 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.

• Administer full-cycle (A-Z) plan operations for a book 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. • 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.

• Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations. • Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans. • Review PBGC filings and notices. • Certify contribution and asset amounts for AFTAP. • Prepare and review annual FASB reports. • Prepare and review distribution packages and annual participant statements. • Prepare, review, and deliver government form filings in a timely manner, (e.g., IRS & DOL form 5500, Schedule SB, etc.). • Prepare preliminary design studies and projections that will meet all nondiscrimination requirements. • Prepare, review, and consult regarding plan termination filings with IRS and PBGC. • Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings. • Lead and/or participate in retirement plan consulting projects. • Direct client contact and new business development is at your discretion and will be rewarded, but not required. • Ability to work in energized, fast-paced environment. • Other duties as assigned.

• Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans. • Prepare plan restatements, amendments, board resolutions, and adoption agreement updates. • Maintain and update summary plan descriptions (SPDs) and related addenda. • Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance. • Support plan mergers and terminations, including preparation of required documentation. • Prepare administrative committee charters and fiduciary acceptance letters. • Interpret plan documents to ensure accurate operational application. • Prepare executive summaries of plan provisions to support client discussions and plan design decisions. • Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly. • Research complex technical questions and provide clear, actionable insights. • Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS). • Review domestic relations orders for QDRO compliance and administrative feasibility. • Draft correspondence summarizing findings, documents, and recommendations. • Serve as a subject matter expert on plan language and participant disclosures. • Track and manage document-related compliance deadlines to ensure timely completion. • Review documents and communications to ensure consistency across all materials. • Prepare administrative forms and supporting documentation as needed.