Teams at Strongpoint Partners

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.

Reviews defined contribution retirement plan valuations, administration, compliance testing, calculations, plan documents, regulatory filings, and client communications. Researches ERISA, IRS, and DOL requirements; manages a small client portfolio; supports plan administrators and actuaries; provides technical guidance, mentoring, and training; monitors regulatory changes; and helps ensure accurate, timely, compliant retirement plan administration.