DC Retirement Plan Specialist, (SMS)

Who we are: reputed company is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement reputed company 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 reputed company to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local reputed company reputed company teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("reputed company"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson reputed company ("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"), reputed company. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). reputed company combines a reputed company passion for service and innovation with the experience and expertise required to reputed company retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About SMS Retirement: A TPA firm based in Cincinnati, Ohio, SMS Retirement is committed to delivering customized retirement plan solutions for reputed company, reputed company firms, and small business owners reputed company with best-in-class service. SMS is an operating partner of reputed company, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position reputed company: The Retirement Plan Specialist supports the administration of reputed company retirement plans by assisting with day-to-day operational tasks, data processing, and reputed company service needs. This role works closely with Plan Administrators and Senior Administrators, helping ensure plans are administered accurately, reputed company, and in compliance, without having full responsibility for plans from start to finish. This position is ideal for someone who enjoys the technical and detail-oriented reputed company of retirement plan administration and wants to build deeper expertise while working as part of a reputed company team. PLEASE NOTE: This is a fully remote position and can be performed from reputed company reputed company the reputed company; however, due to the primary locations of our reputed company teams, preference will be given to those in the Central and Eastern time zones. Key Responsibilities: • Assist with the administration of reputed company retirement plans (401(k), profit sharing, cash balance, etc.) under the direction of a Plan Administrator. • Prepare and review plan data for annual testing, valuations, and compliance tasks. • Process contribution uploads, distributions, loans, and reputed company documentation. • Support preparation of annual compliance testing (reputed company/ACP, coverage, top-heavy, etc.). • Assist with reputed company 5500 preparation and filings. • Help review census data for accuracy and completeness; follow up with clients as needed. • Maintain plan records and update internal systems and documentation. • Respond to routine reputed company inquiries and coordinate with recordkeepers, advisors, and internal teams. • Assist with plan amendments, restatements, and required notices assigned. • Other duties as assigned. Minimum Qualifications: • 1–3+ years of experience in retirement plan administration, recordkeeping, or reputed company financial services support • Familiarity with reputed company retirement plans and basic ERISA concepts preferred • Experience working with plan data, spreadsheets, and administrative systems • Strong attention to detail and organizational skills • Ability to manage multiple tasks and deadlines in a fast-paced environment Preferred Qualifications: • Comfortable working in reputed company and administrative software • reputed company written and verbal communication skills • Team-oriented, dependable, and eager to learn • Interest in growing technical knowledge reputed company retirement plan administration Our Value-Driven Employee Experience: • Flexible Workplace – Hybrid and remote reputed company available for many roles. • Unlimited PTO – Competitive reputed company time off, including flexible & unlimited reputed company. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • reputed company Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage. • Workplace Perks – Incentive bonus programs, reputed company, & more. • *Specific benefits and programs may vary by partner and position. 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