Junior Retirement Plan Administrator, (ACI)

Strongpoint Partners•Chino Hills, CA

1d•Onsite

About The Position

Allied Consultants Inc. (ACI), a Strongpoint Partners company, is seeking a Junior Retirement Plan Administrator to manage an assigned caseload of defined contribution retirement plans with guidance from senior team members. The role supports administration of 401(k), cross-tested, and other defined contribution plans; assists with annual compliance and nondiscrimination testing; communicates directly with clients; and develops knowledge of plan operations and regulatory requirements. The administrator will work closely with Senior Plan Administrators and colleagues to build technical knowledge, strengthen client relationships, and ensure plans are administered accurately and efficiently. The position is based in the Chino Hills, California office and requires regular in-person attendance. Success involves producing accurate work, meeting deadlines, developing client relationships, and becoming increasingly independent in managing an assigned caseload.

Requirements

Bachelor’s degree in business, finance, economics, mathematics, accounting, or a similarly related field.
1–3 years of retirement plan administration experience.
Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines.
Excellent verbal and written communication skills and a strong commitment to client service.
Strong analytical and problem-solving skills, including the ability to research and communicate solutions.
Collaborative, team-oriented approach and ability to work effectively with colleagues and clients.
Proactive, dependable, and professional approach, with willingness to learn, grow, and continuously improve.
Regular in-person attendance at the Chino Hills, California office.

Nice To Haves

Retirement plan administration experience in a TPA environment.
2–4 years of client service experience.
Experience with 401(k) plans, defined contribution plans, or compliance testing.

Responsibilities

Manage an assigned caseload of defined contribution retirement plans with guidance and support from senior team members.
Support the day-to-day administration of 401(k), cross-tested, and other defined contribution retirement plans.
Assist with annual compliance and nondiscrimination testing, including gathering and reviewing plan and participant data.
Perform basic nondiscrimination testing and assist with resolving testing issues.
Communicate directly with clients regarding plan provisions, administration, testing, and other retirement plan matters.
Research retirement plan compliance and administrative topics and present findings to clients or internal team members as appropriate.
Develop knowledge of plan documents, plan provisions, and applicable retirement plan regulations.
Shadow Senior Plan Administrators to build knowledge and proficiency in plan testing, administration, and documentation.
Use technology and available systems efficiently to complete administrative, testing, and client service responsibilities.
Maintain accurate and organized plan and client information.
Monitor assigned plans and proactively identify outstanding items, deadlines, and client needs.
Take ownership of assigned business relationships and contribute to a positive client experience.
Participate in staff meetings, trainings, and professional development activities as requested.
Work collaboratively with team members and assist with other appropriate areas of the business.
Communicate effectively, share information, and support colleagues as needed.
Perform other duties and special projects as assigned.