Assistant Retirement Plan Administrator, (SI Group) at Strongpoint Partners

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>Who we are:</strong></span></p> <p><span class="TextRun SCXW41395917 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW41395917 BCX0">Strongpoint Partners is </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0">tech</span><span class="NormalTextRun SCXW41395917 BCX0">-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. </span><span class="NormalTextRun SCXW41395917 BCX0">Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, </span><span class="NormalTextRun SCXW41395917 BCX0">Strongpoint</span><span class="NormalTextRun SCXW41395917 BCX0"> offers a </span><span class="NormalTextRun SCXW41395917 BCX0">suite of services </span><span class="NormalTextRun SCXW41395917 BCX0">that </span><span class="NormalTextRun SCXW41395917 BCX0">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 <span data-teams="true">19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard &amp; Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon &amp; 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”). </span></span></span><span class="TextRun SCXW41395917 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW41395917 BCX0">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:&nbsp;</span></span><a class="Hyperlink SCXW41395917 BCX0" href="https://www.strongpointpartners.com/" target="_blank"><span class="TextRun Underlined SCXW41395917 BCX0" lang="EN-US" data-contrast="none"><span class="NormalTextRun SCXW41395917 BCX0" data-ccp-charstyle="Hyperlink">www.strongpointpartners.com</span></span></a><span class="TextRun SCXW41395917 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW41395917 BCX0">.&nbsp;</span></span><span class="EOP SCXW41395917 BCX0" data-ccp-props="{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}">&nbsp;</span></p></div><p><strong>About SI Group:</strong></p> <p>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 <span data-contrast="auto">is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).</span></p> <p><strong>Position Summary:</strong></p> <p>SI Group, a Strongpoint Partner, is seeking a motivated and detail-oriented <strong>Retirement Plan Administration Assistant </strong>to join our team in Honolulu, HI. This role is a full-time, on-site position, and this person will primarily be assisting Plan Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans.&nbsp;</p> <p><span style="text-decoration: underline;">Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided.&nbsp;This role is an excellent opportunity for individuals who want to begin a career in retirement plan administration.</span></p> <p><em>PLEASE NOTE: This role is based in our Honolulu, HI office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.</em></p> <p><strong>Key Responsibilities:</strong></p> <ul> <li>Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering &amp; organizing census information and assisting with compliance testing &amp; Form 5500 filings.</li> <li>Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls.</li> <li>Support the preparation of plan-related documents, including participant forms, reports, and communications.</li> <li>Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions.</li> <li>Proactively review the status of activity for assigned plans to ensure administrative service standards are met.</li> <li>Communicate with clients and advisors in a professional, clear, and timely manner via phone and email.</li> <li>Maintain accurate records and ensure proper handling of all confidential information.</li> <li>Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time.</li> <li>Utilize ASC, FT William, internal systems, and other necessary software to support data management and plan administration activities.</li> <li>Other duties as assigned.</li> </ul> <p><strong>Qualifications:</strong></p> <ul> <li>Bachelor’s degree in business, finance, economics, accounting, or other similarly related field.</li> <li>Proficiency in Microsoft Word, Excel, and Outlook; prior experience with ASC and/or FT William preferred.</li> <li>Strong organizational skills with attention to detail and accuracy.</li> <li>Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions.</li> <li>Ability to multitask and manage priorities in a deadline-driven environment.</li> <li>Team-oriented attitude with a strong desire to learn and grow within the retirement plan industry.</li> <li>Ability to work well under pressure with multiple priorities and deadlines.</li> <li>Excellent analytical and problem-solving skills.</li> <li>Ability to act with integrity and to continuously improve service.</li> </ul> <p>&nbsp;</p><div class="content-conclusion"><p><span style="text-decoration: underline;"><strong>Our Value-Driven Employee Experience:</strong></span></p> <ul> <li data-start="128" data-end="206"><strong data-start="128" data-end="150">Flexible Workplace</strong> – Hybrid and remote options available for many roles.</li> <li data-start="209" data-end="297"><strong data-start="209" data-end="225">Flexible PTO</strong> – Competitive paid time off, including flexible &amp; unlimited options.</li> <li data-start="300" data-end="390"><strong data-start="300" data-end="325">Inclusive Environment</strong> – A culture that values diversity, collaboration, and respect.</li> <li data-start="393" data-end="474"><strong data-start="393" data-end="417">Growth Opportunities</strong> – Support for ongoing learning and career development.</li> <li data-start="477" data-end="562"><strong data-start="477" data-end="503">Comprehensive Benefits</strong> – Health, dental, vision, life, and disability coverage.</li> <li data-start="565" data-end="635"><strong data-start="565" data-end="584">Workplace Perks</strong> – Incentive bonus programs, flexible hours, &amp; more.</li> </ul> <p data-start="637" data-end="705"><em data-start="637" data-end="703">**Specific benefits and programs may vary by partner and position.</em></p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p></div>