--- title: 'Entry-Level Retirement Operations Associate, (CRS) at Strongpoint Partners' canonical: 'https://feeny.ai/job/entry-level-retirement-operations-associate-crs-strongpoint-partners-cincinnati-m93b12exayfb' type: 'job' last_seen: '2026-09-09' --- # Entry-Level Retirement Operations Associate, (CRS) at Strongpoint Partners - **Company:** Strongpoint Partners - **Location:** Cincinnati, OH - **Posted:** 2026-07-27 - **Last confirmed live:** 2026-09-09 - **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5371931008 ## Job description 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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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](https://www.strongpointpartners.com/). PLEASE NOTE: This role is based out of CRS's Cincinnati Tri-County office and requires regular in-person attendance, (up to 5-days per week with the potential to work in a hybrid capacity). About Creative Retirement Systems, (CRS): 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. CRS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: The Retirement Operations Associate will support the daily administrative functions of retirement plan operations. This role focuses on data entry, document preparation, and assisting with basic plan processing tasks, specifically assisting with participant loans & distributions. This is an entry-level role; no prior experience in retirement plans or finance is required; you will receive structured training to build foundational knowledge of retirement plans and administrative processes, with opportunities to grow into more advanced responsibilities over time. PLEASE NOTE: This role is based out of CRS's Cincinnati Tri-County office and requires regular in-person attendance, (up to 5-days per week with the potential to work in a hybrid capacity). Key Responsibilities: - Perform general administrative and clerical duties related to retirement plan operations - Enter, update, and maintain accurate data in internal systems and spreadsheets - Work extensively with Microsoft Excel and Word for reports, tracking, and documentation - Assist in drafting retirement plan documents and support new business onboarding activities - Process benefit distributions for terminated employees in accordance with plan rules - Review information for accuracy and completeness - Organize and maintain electronic and physical files - Support team members with special projects as assigned - Communicate professionally with internal team members and external contacts as needed - Other duties as assigned. Required Qualifications: - Bachelor’s degree required (any major considered; math/finance majors preferred) - Basic computer proficiency (Microsoft Office, especially Excel and Word) - Strong written and verbal communication skills - High level of attention to detail and accuracy - Solid organizational and time-management skills - Ability to work effectively in a team environment - Basic math and analytical skills - Strong problem-solving ability - Professional and dependable work ethic - Strong interest in administrative or operations-based work - Ability to learn new systems and processes quickly PLEASE NOTE: This role is based out of CRS's Cincinnati Tri-County office and requires regular in-person attendance, (up to 5-days per week with the potential to work in a hybrid capacity). Our Value-Driven Employee Experience: - Flexible Workplace – Hybrid and remote options available for many roles. - Flexible PTO – Competitive paid time off, including flexible & unlimited options. - Inclusive Environment – A culture that values diversity, collaboration, and respect. - Growth Opportunities – Support for ongoing learning and career development. - Comprehensive Benefits – Health, dental, vision, life, and disability coverage. - Workplace Perks – Incentive bonus programs, flexible hours, & more. **Specific benefits and programs may vary by partner and position. ## About Strongpoint Partners ## Company Overview - **One-liner**: Strongpoint Partners provides a tech-enabled retirement, payroll, and HR platform for small- to medium-sized businesses, combining local service with national infrastructure. - **Entity Type**: Private (fastest-growing private company on Inc. 5000) - **Headquarters**: Chicago, IL, USA - **Founded**: 2022 (the Strongpoint Partners entity was launched; predecessor firms have over 40 years of history) - **Founders**: Not publicly disclosed (the company describes itself as “built by founders for founders” and is led by a team of industry veterans) ## Core Business - **Primary industry**: Retirement plan third-party administration (TPA), payroll, and HR services - **Target customers**: Small- to medium-sized businesses (SMBs), B2B - **Mission**: “Making retirement work for everyone.” ## Products & Services - **Retirement Plan Administration**: Defined Benefit, Defined Contribution, Cash Balance, and ESOP plan design, administration, fiduciary oversight, and compliance reporting. - **Recordkeeping**: Enterprise-level data validation and customized workflows for retirement plans. - **Payroll (Strongpay)**: Integrated payroll platform that complements TPA services, processing billions in payroll dollars annually. - **HRIS**: Retirement-integrated HR solutions with concierge service and data validation. - **Consulting & Actuarial Services**: Specialty consulting for complex plan structures, including cash balance plans and ESOPs. All offerings are delivered through a tech-enhanced service model with local client success teams. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metrics**: - Plan Assets Under Administration: **$54B+** - Total Plans Administered: **32,000+** - Retirement Plan Participants Supported: **600,000+** - Employees: **408 U.S.-based** (as of April 2025) - **Notable Investors/Partners**: Not publicly listed (the company grows through acquisitions and partnerships with independent TPA firms) - **Growth Signals**: - Recognized on the Inc. 5000 list of America’s fastest-growing private companies in **2025 and 2026** (two consecutive years) - Rapid expansion via acquisitions: 15+ firms joined between 2022 and 2026 (e.g., Pension Consultants, Actuaries Unlimited, CRP, Benefit Equity, and many more) - Assets under administration grew from $6B (2024) to $54B+ - Headcount more than doubled from ~200 (2024) to 408 (2025) ## Competitive Advantages - **National network, local service**: A partnership of independent TPAs covering 42+ states, offering personalized service with the resources of a national platform. - **Deep expertise**: Average 35+ years of plan design experience among founders; average client tenure of ~9.5 years. - **High customer satisfaction**: Net Promoter Score (NPS) of 81 across the affiliate network. - **Integrated solution**: Combines retirement administration, recordkeeping, payroll, and HR in one platform, reducing compliance risk for clients. - **Scale and compliance**: 100M+ payroll data checks run annually, ensuring accuracy and regulatory compliance. ## Strategic Focus - Continue building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for SMBs. - Expand the national network through acquisitions and new partner firms. - Deepen integration between retirement, payroll, and HR solutions to deliver a seamless experience. - Maintain a culture of continuous improvement and service leadership. ## Why Work Here - **Great Place to Work Certified** (2025): 92% of employees say it’s a great place to work (vs. 57% at a typical U.S. company); 97% feel welcomed when joining. - **Award**: Ranked **#40 on Fortune Best Workplaces in Financial Services & Insurance™ 2025** (Small and Medium category). - **Culture & Values**: Emphasis on collaboration, integrity, customer obsession, and continuous improvement. Values include “Stronger Together,” “Do Right Things, Do Things Right,” and “Own the Outcome.” - **Benefits**: Flexible Time Off program, robust training and development, and a focus on well-being. - **Work Model**: Not explicitly disclosed; HQ in Chicago with a national remote workforce (likely hybrid/remote options based on distributed team). - **Growth Opportunities**: Rapidly growing company (Inc. 5000) with frequent acquisitions, offering career advancement in retirement, payroll, and HR domains. ## Sources 1. [strongpointpartners.com](https://www.strongpointpartners.com/) 2. [strongpointpartners.com/life-at-strongpoint](https://www.strongpointpartners.com/life-at-strongpoint) 3. [strongpointpartners.com/our-story](https://www.strongpointpartners.com/our-story) 4. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7080453) 5. [linkedin.com/company/strongpointpartners](https://www.linkedin.com/company/strongpointpartners) ## Other roles at Strongpoint Partners - [Retirement Plan Recordkeeping Associate, (RSG)](https://feeny.ai/job/retirement-plan-recordkeeping-associate-rsg-strongpoint-partners-new-orleans-6ba3dgpzd194) — New Orleans, LA - [Consultant Assistant (BCS)](https://feeny.ai/job/consultant-assistant-bcs-strongpoint-partners-united-states-3jy0erycw9ah) — United States - [Director of Strategic Partnerships](https://feeny.ai/job/director-of-strategic-partnerships-strongpoint-partners-remote-77j6pznnpjr0) - [Retirement Onboarding Specialist (TFG)](https://feeny.ai/job/retirement-onboarding-specialist-tfg-strongpoint-partners-remote-6febpkm357wx) - [Retirement Document Specialist, (TFG)](https://feeny.ai/job/retirement-document-specialist-tfg-strongpoint-partners-remote-4hh0n1de6gxn) - [Retirement Plan Administrator, (RSG)](https://feeny.ai/job/retirement-plan-administrator-rsg-strongpoint-partners-new-orleans-afcq0aqack5f) — / New Orleans, LA - [Team Lead, Administration Services](https://feeny.ai/job/team-lead-administration-services-strongpoint-partners-remote-fprssty20hx5) - [Data Transformation Manager](https://feeny.ai/job/data-transformation-manager-strongpoint-partners-chicago-fxh6gkkctwq0) — Chicago, IL - [Relationship Manager, 3(16) Fiduciary Services, (TFG)](https://feeny.ai/job/relationship-manager-3-16-fiduciary-services-tfg-strongpoint-partners-united-anh01a75d5gb) — United States - [Sr. Retirement Plan Administrator, (PFS)](https://feeny.ai/job/sr-retirement-plan-administrator-pfs-strongpoint-partners-remote-h9e5dcna1xxb)