Retirement Plan Administrator, (POL)

About Pollard & Associates, (POL):

Based in Hunt Valley, Maryland, Pollard & Associates (POL) have spent 50+ years helping customers "navigate the bridge to retirement." With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-centric focus. Pollard & Associates is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Pollard & Associates (Pollard), a Strongpoint Partner, is seeking an experienced Retirement Plan Administrator to manage a caseload of Defined Contribution retirement plans. This role is responsible for overseeing the full lifecycle of plan administration including compliance testing, contribution calculations, government reporting, and day-to-day client support.

The ideal candidate will be confident managing multiple plans independently while maintaining a strong focus on client service, accuracy, and deadlines. This is an excellent opportunity for someone who enjoys working directly with clients, solving complex compliance questions, and continuing to grow their expertise in qualified retirement plan administration within a collaborative and fast-growing organization.

What You'll Do

• Manage a caseload of approximately 75 401(k) and cross-tested plans, handling A-Z administration (excluding loans, distributions, and plan documents/amendments)

• Oversee annual plan administration timelines including compliance testing, contribution calculations, and government reporting

• Perform and review ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing

• Coordinate year-end plan valuations and government filings, including asset reconciliation and trust accounting for plans maintained on recordkeeping platforms

• Review census data and reconcile participant account information including contribution receivables

• Read and interpret plan documents and amendments to ensure accurate plan administration

• Partner with clients to discuss plan design changes, contribution strategies, and regulatory updates

• Maintain awareness of evolving retirement plan legislation and industry best practices

• Utilize administration systems such as FT William and other technologies to support efficient plan management

• Provide responsive, high-quality client service and maintain strong client relationships

What We're Looking For

• 5+ years of retirement plan administration experience

• Strong knowledge of Defined Contribution plan compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)

• Familiarity with cross-testing plan designs

• Experience working with administration platforms such as FT William preferred

• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Strong organizational and project management skills with the ability to manage multiple deadlines

• Excellent written and verbal communication skills

• A collaborative team player with a strong client service mindset

• Analytical thinker with strong problem-solving and mathematical skills

Preferred Qualifications

• ASPPA and/or NIPA credentials or interest in pursuing professional certifications

Pay Transparency Statement:

The anticipated pay range for this position is $70,000-$85,000 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.