Retirement Plan Administration Assistant; ACI) Chino Hills, CA

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:  .

A TPA headquartered in Chino Hills, CA, Allied Consultants, Inc. specializes in retirement plan for almost 40 years. ACI prides themselves on providing the best solutions to their clients with knowledge, integrity, and professionalism.

ACI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Allied Consultants Inc. (ACI), a Strongpoint Partner, is seeking a motivated and detail-oriented Retirement Plan Administration Assistant to join our team in Chino Hills, California. This role is a full-time, on-site position, and this person will primarily be assisting Account Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans.

Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided. This role is an excellent opportunity for individuals who want to begin a career in retirement plan administration.

PLEASE NOTE:

This role is based in our Chino Hills, CA office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.

• Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering & organizing census information and assisting with compliance testing & Form 5500 filings.
• Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls.
• Support the preparation of plan-related documents, including participant forms, reports, and communications.
• Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions.
• Proactively review the status of activity for assigned plans to ensure administrative service standards are met.
• Communicate with clients and advisors in a professional, clear, and timely manner via phone and email.
• Maintain accurate records and ensure proper handling of all confidential information.
• Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time.
• Utilize Calc Air/Datair, internal systems, and other necessary software to support data management and plan administration activities.

• Bachelor’s degree in business, finance, economics, mathematics, accounting, or other similarly related field.
• Proficiency in Microsoft Word, Excel, and Outlook; prior experience with Calc Air/Datair preferred.
• Strong organizational skills with attention to detail and accuracy.
• Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions.
• Ability to multitask and manage priorities in a deadline-driven environment.
• Team-orien…