Retirement Plan Administration Assistant, (ACI)

Strongpoint Partners • Chino Hills, CA

10d • Onsite

About The Position

Allied Consultants Inc. (ACI), a Strongpoint Partners operating 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 assisting Account Administrators with qualified retirement plan administration, including 401(k), profit sharing, defined benefit, and cash balance plans. Prior retirement-plan experience or knowledge is helpful but not required; training is provided. The role offers an opportunity to learn retirement plan concepts and develop toward becoming a Retirement Plan Administrator over time.

The position includes administrative support, plan document and form preparation, client and advisor communication, tracking assigned plan activity, and handling confidential records. The assistant will use CalcAir/Datair, internal systems, and other software in support of data management and plan administration. Regular in-person attendance at the Chino Hills office is required.

The anticipated pay range is $23–$25 per hour. Individual pay depends on location, job-related skills, experience, education, and certifications. The company describes a total compensation package that includes base pay and benefits, with specific programs potentially varying by partner and position.

Requirements

• Bachelor’s degree in business, finance, economics, mathematics, accounting, or a similarly 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, proactive attention to client needs, and timely solutions.
• Ability to multitask and manage priorities in a deadline-driven environment.
• Team-oriented attitude and desire to learn and grow within the retirement plan industry.
• Ability to work under pressure while managing multiple priorities and deadlines.
• Excellent analytical and problem-solving skills.
• Ability to act with integrity and continuously improve service.
• Regular in-person attendance at the Chino Hills, California office.

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 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 preparing participant loan and distribution forms and prepare transfer instructions for the transition of funds.
• Review activity status for assigned plans to help ensure administrative service standards are met.
• Communicate with clients and advisors professionally, clearly, and in a timely manner by phone and email.
• Maintain accurate records and properly handle confidential information.
• Learn and apply basic retirement plan concepts, with the opportunity to develop into a Retirement Plan Administrator.
• Use CalcAir/Datair, internal systems, and other necessary software for data management and plan administration.

Benefits

• Flexible or unlimited paid time off 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, though this position is on-site.

What This Job Offers

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