Retirement Plan Administration Assistant, (ACI)

Strongpoint Partners • Chino Hills, CA

11d • $23 - $25 • Onsite

About The Position

Allied Consultants Inc. (ACI), a Strongpoint Partner, is seeking a motivated, detail-oriented Retirement Plan Administration Assistant for its Chino Hills, California office. This is a full-time, on-site position primarily supporting Account Administrators with the administration of qualified retirement plans, including 401(k), profit-sharing, defined-benefit, and cash-balance plans. Prior experience or knowledge of qualified retirement plans is a plus but is not required; training will be provided. The role offers an opportunity to develop a career in retirement plan administration and potentially progress into a Retirement Plan Administrator role over time. Regular in-person attendance at the Chino Hills office is required.

ACI is a third-party administrator headquartered in Chino Hills and has specialized in retirement plans for nearly 40 years. It is an operating partner of Strongpoint Partners, a technology-enabled retirement services platform serving small- to mid-sized businesses with retirement plan administration, recordkeeping, payroll, and HR solutions.

The anticipated pay range is $23–$25 per hour. Individual pay is determined by location, job-related skills, experience, education, and certifications. The compensation package includes base pay and a benefits program; specific benefits may vary by partner and position.

Requirements

• Bachelor’s degree in business, finance, economics, mathematics, accounting, or a related field.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong organizational skills and attention to detail and accuracy.
• Strong client-service approach, including clear communication, proactively addressing client needs, and providing timely solutions.
• Ability to multitask and manage priorities in a deadline-driven environment.
• Team-oriented attitude and a strong desire to learn and grow in the retirement plan industry.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem-solving skills.
• Ability to act with integrity and continuously improve service.

Nice To Haves

• Prior experience or knowledge with qualified retirement plans.
• Prior experience with CalcAir/Datair.
• Fluency in Mandarin or Cantonese.

Responsibilities

• Assist Plan Administrators with qualified retirement plan administration, including gathering and organizing census information and assisting with compliance testing and Form 5500 filings.
• Perform general administrative duties such as data entry, filing, mailing, sending emails, and answering phone calls.
• Support preparation of plan-related documents, including participant forms, reports, and communications.
• Assist with preparation of participant loan and distribution forms and prepare transfer instructions for fund transitions.
• Proactively review activity status for assigned plans to ensure administrative service standards are met.
• Communicate professionally, clearly, and promptly with clients and advisors by phone and email.
• Maintain accurate records and handle confidential information appropriately.
• Learn and apply basic retirement plan concepts, with opportunities to train and develop into a Retirement Plan Administrator.
• Use CalcAir/Datair, internal systems, and other necessary software for data management and plan administration.

Benefits

• Flexible paid time off, including flexible and unlimited options.
• Health, dental, vision, life, and disability coverage.
• Incentive bonus programs.
• Flexible hours.
• Learning and career development support.
• Hybrid and remote options are available for many roles, although this position is on-site.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level