Teams at Strongpoint Partners

Manages a portfolio of 75–100 retirement plan clients receiving 3(16) fiduciary services. Responsibilities include monitoring contributions, delivering notices, maintaining plan documentation and eligibility records, coordinating transitions and audits, managing recordkeeper updates, supporting ERISA compliance, and leading governance meetings. The role serves as the primary client contact, coordinates internal teams, responds to inquiries, and builds lasting client relationships through proactive, high-quality service.

Leads the Loans and Distributions team, overseeing retirement plan loan and distribution processing, workload allocation, quality, compliance, escalations, recordkeeper relationships, and service-level performance. Reviews complex transactions, develops procedures and controls, supports process improvements, monitors regulatory changes, and coaches team members. The role also provides hands-on transaction and client support during high-volume periods while collaborating with internal stakeholders and supporting fiduciary responsibilities.

Perform actuarial valuations, compliance testing, PBGC filings, government reporting, benefit calculations, AFTAP, and Schedule B for defined benefit, cash balance, and 401(k) plans. Advise clients on plan design, contribution structures, legislative requirements, nondiscrimination testing, and legal plan documents. Provide actuarial and administration support while collaborating with clients and internal actuaries.