Teams at Strongpoint Partners

Drive new business growth for retirement plan administration and consulting services across an assigned territory. Build relationships with financial advisors, recordkeepers, CPAs, plan sponsors, and other industry partners; develop sales pipelines; deliver consultative education on retirement plan design and compliance; coordinate events; forecast opportunities in HubSpot; and collaborate with actuarial, relationship management, operations, and national sales teams.

Process retirement plan loans and distributions accurately and within 24–48-hour targets. Responsibilities include reviewing documentation, assisting participants, approving online requests, running reports, entering data, researching issues, maintaining records across PensionPro, FT William, and recordkeepers, and coordinating with vendors to ensure compliant processing and strong customer service.

Manages a portfolio of 75–100 retirement plan clients receiving 3(16) fiduciary services. Responsibilities include monitoring contributions, delivering participant notices, maintaining plan documentation, supporting compliance and audits, coordinating transitions and plan updates, and leading governance meetings. The role serves as the primary client contact, partners with internal teams, responds to inquiries, and ensures fiduciary activities are completed accurately and in compliance with ERISA requirements.