Retirement Plan Administration Assistant, (ACI)

The role

This person will assist Account Administrators with the administration of qualified retirement plans including 401(k), profit sharing, defined benefit and cash balance plans. The role involves gathering census information, assisting with compliance testing, and performing general administrative duties.

What you will do

• Assist Plan Administrators with tasks related to the administration of qualified retirement plans
• Gather and organize census information
• Assist with compliance testing and 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
• Assist with the transition of funds by preparing transfer instructions
• Review the status of activity for assigned plans to ensure administrative service standards are met
• Communicate with clients and advisors via phone and email
• Maintain accurate records and ensure proper handling of confidential information

Required qualifications

• Bachelor’s degree in business, finance, economics, mathematics, accounting, or other similarly related field
• Proficiency in Microsoft Word, Excel, and Outlook
• Strong organizational skills with attention to detail and accuracy
• Exceptional approach to client service
• Ability to multitask and manage priorities in a deadline-driven environment
• Team-oriented attitude
• Ability to work well under pressure with multiple priorities and deadlines
• Excellent analytical and problem-solving skills
• Ability to act with integrity

Nice to have

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

Benefits

• Health, dental, vision, life, and disability coverage
• Flexible PTO, including flexible and unlimited options
• Incentive bonus programs
• Flexible hours

About the company

Strongpoint Partners is a tech-enabled retirement services platform. Allied Consultants Inc. is a TPA headquartered in Chino Hills, CA, and is an operating partner of Strongpoint Partners.