Sr. Combo Retirement Plan Administrator, (BEI)

About Benefit Equity, (BEI):

Located in Santa Ana, California, Benefit Equity has been a leader in the retirement services industry since 1989. Their team of 14 retirement plan strategists have built a reputation for helping successful small- to medium-sized businesses, wealth advisors, payroll companies, and tax professionals with reliable and trusted guidance to meet their retirement objectives. Specializing in retirement plan administration and consulting services, BEI’s team is set apart by their belief in building and cultivating relationships and their collaborative approach to solve problems for their clients. BEI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Benefit Equity Inc., (BEI) is seeking a detail-oriented and client-focused Sr. Combo Retirement Plan Administrator to manage a block of Defined Benefit and Defined Contribution plans. In this role, you will serve as the primary point of contact for your clients, providing technical ERISA guidance, delivering high-quality service, and overseeing all aspects of plan administration, annual testing, & compliance.

This is an excellent opportunity for a seasoned retirement professional who enjoys building strong client relationships, solving complex problems, and contributing to the operational excellence of a small, collaborative team. The ideal candidate thrives in a consultative environment and takes pride in helping clients maintain compliant, well-run retirement plans.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our partners and clients, preference will be given to local candidates able to work on a hybrid model.

Key Responsibilities:

• Deliver exceptional client service with strong problem-solving and critical-thinking skills.
• Communicate clearly and professionally in both written and verbal formats.
• Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines.
• Maintain current knowledge of ERISA regulations and legislative changes.
• Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70–100 plans (subject to change).
• Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g).
• Review and coordinate processing of distributions and loans with asset holders.
• Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission.
• Support external auditors and assist with IRS or DOL audits as needed.
• Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients.
• Coordinate conversions for new clients, working with internal and external parties to ensure accuracy.
• Partner with support staff to facilitate timely and accurate completion of plan administration tasks.
• Safeguard all confidential client and company information in compliance with data-security standards.
• Lead project teams and provide training or technical support to junior staff and peers.
• Perform other duties as assigned.

Qualifications:

• Bachelor’s degree preferred.
• 10+ years of ERISA experience in the retirement industry.
• Strong financial analysis skills.
• Experience with ASC, FTWilliam, and PensionPro preferred.
• Proficiency in Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Strong analytical, organizational, and problem-solving abilities with high attention to detail.
• Ability to prioritize and manage multiple deadlines while supporting ERISA compliance requirements.
• Ability to plan, delegate, and oversee work performed by support staff.

Pay Transparency Statement:

The anticipated pay range for this position is $95,000-$120,000 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.