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. com .

The Finway Group, a Strongpoint Partners company, is seeking an experienced Relationship Manager to join our growing 3(16) Fiduciary Services team.

Responsibilities

are carried out accurately, efficiently, and in compliance with ERISA

, including contribution monitoring, participant notice delivery, and ongoing compliance activities. Lead and participate in regular fiduciary governance meetings with plan sponsors and financial advisors.

and client deliverables. Maintain plan documentation, eligibility records, contribution files, and participant notices within PensionPro to support ERISA compliance. Assist with retirement plan transitions, mergers, and terminations by coordinating employee data and fiduciary administration activities.

Support annual plan audits by gathering documentation and responding to auditor requests. Maintain participant and plan information with recordkeepers, including employee additions, terminations, and other plan updates. Respond promptly to client and participant inquiries while providing an exceptional customer experience.

Build trusted relationships with clients through proactive communication and high-quality service. What You'll Bring Bachelor's degree in Business, Finance, Accounting, or a related field. 5–7+ years of experience in qualified retirement plan administration, compliance, relationship management, or fiduciary services.

Experience managing a portfolio of retirement plans or client relationships in a high-volume environment. Strong knowledge of retirement plan operations, including eligibility, contributions, loans, distributions, compliance testing, and regulatory filings. Previous experience working for a Third-Party Administrator (TPA), recordkeeper, or retirement services organization preferred.

Requirements

We're looking for a relationship-focused professional who thrives in a fast-paced environment, enjoys partnering with clients and internal teams, and is passionate about delivering exceptional service.

What You'Ll Do

Serve as the primary relationship manager for a portfolio of 75–100 retirement plans providing 3(16) fiduciary services.

Relationship Manager, 3(16) Fiduciary Services, (TFG)