Retirement Plan Administrator, (CRS)

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third 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 Place to Work, Strongpoint offers a suite of services that 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 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), and CRP – California Retirement Plans (“CRP”), 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: www.strongpointpartners.com.  

About Creative Retirement Systems:

Based in Springdale, Ohio, CRS team prides themselves on helping clients reach their retirement objectives with creative solutions and plans that are tailored to their unique needs. CRP is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Creative Retirement Systems, (CRS) is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approx. 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service. 

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary location of our team, priority will be given to candidates in the Cincinnati, OH area.

Key Responsibilities:

• Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases


• Serve as a guide to other plan administrators in supporting client requirements


• Initiate and participate in process improvements


• Complete leadership and/or project management courses


• Provide strategic guidance and assist in defining strategic goals


• Efficiently utilize technology to perform the duties of this position


• Attend staff meetings and trainings as requested


• Maintain team approach by assisting in areas appropriate for this position


• Own stewardship of all assigned business relationships


• Perform other duties as assigned

Minimum Qualifications:

• Bachelors degree from an accredited college or university or equivalent.


• 3-5+ years of retirement plan experience with defined contribution plans.


• 3-5+ years of client services experience.


• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.


• Must be organized and detail-oriented.


• Exceptional approach to client service focusing on communications, timely solutions, and client needs.


• Team player, collaborative, able to work with and through others.


• Strong verbal and written communication skills.


• Ability to work well under pressure with multiple priorities and deadlines.


• Excellent analytical and problem-solving skills.


• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.

Preferred Qualifications:

• QKA or similar industry certification

Our Value-Driven Employee Experience:

• Flexible Workplace


• Competitive PTO


• Inclusive Environment


• Development Opportunities


• Comprehensive Benefits


• Workplace Perks