--- title: 'Retirement Operations Associate, (JPC) at Strongpoint Partners' canonical: 'https://feeny.ai/job/retirement-operations-associate-jpc-strongpoint-partners-boulder-nnj8g42x1gz9' type: 'job' last_seen: '2026-10-21' --- # Retirement Operations Associate, (JPC) at Strongpoint Partners - **Company:** Strongpoint Partners - **Location:** / Boulder, CO - **Work type:** remote - **Posted:** 2026-10-15 - **Last confirmed live:** 2026-10-21 - **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5454779008 ## 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. 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/). About Jocelyn Pension Consulting: Jocelyn Pension Consulting (JPC), a Strongpoint Partners operating partner, is a retirement plan investment consulting firm with offices in Boulder, Colorado, and the San Francisco Bay Area. Jocelyn Pension Consulting specializes in helping growing small businesses establish and administer 401(k) retirement plans, providing personalized service and expertise to support clients and their employees. JPC is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Jocelyn Pension Consulting (JPC), a Strongpoint partner, is seeking a detail-oriented and motivated Retirement Operations Associate to join our Participant Services team. This role supports the day-to-day administration of 401(k) retirement plans, with a focus on participant transactions, client service, and operational processes. The ideal candidate is highly organized, comfortable with technology, and enjoys problem-solving in a fast-paced, collaborative environment. This is a great opportunity for someone looking to build a career in retirement plan administration while contributing to a growing organization. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, the selected candidate will need to accommodate a Mountain time schedule, (Monday-Friday, 8:30am-5:30pm MT). Key Responsibilities: - Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations. - Verify participant eligibility for loans and distributions based on plan documents and participant status. - Ensure accurate calculation of loan repayment schedules and applicable tax withholdings. - Prepare daily cash reconciliations, ensuring accuracy and timely resolution of discrepancies. - Respond to inquiries from plan sponsors and participants regarding loans, distributions, and general 401(k) plan operations. - Monitor incoming emails and phone calls, providing timely and professional support to plan sponsors and participants. - Communicate plan rules, procedures, documentation requirements, and processing timelines clearly and effectively. - Identify opportunities to improve operational workflows, efficiency, and overall service delivery. - Research and resolve participant and plan-related issues while maintaining a high level of accuracy and customer service. - Collaborate with internal teams to ensure smooth daily operations and a positive client experience. - Perform other duties as assigned. Qualifications: - Excellent verbal and written communication skills, with strong organizational abilities and attention to detail. - Strong mathematical, analytical, and/or accounting skills. - Proficiency in Microsoft Office, particularly Excel and Word. - Ability to manage multiple priorities, meet deadlines, and work independently. - Strong initiative, integrity, and a proactive, solutions-oriented approach. - Comfortable learning new technologies and adapting to evolving processes. - Ability to communicate professionally with plan sponsors, participants, and other stakeholders. - Experience working with busy professionals and managing time-sensitive requests. - Previous experience in retirement plan administration, particularly 401(k) plans, preferred but not required. - Experience with Sungard Relius and/or Schwab RT preferred. - Spanish-language proficiency is a plus but not required. Pay Transparency Statement: The anticipated base salary range for this position is $50,000–$60,000 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. 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. 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