Junior Retirement Plan Administrator, (ACI)

The role

The Junior Retirement Plan Administrator will manage an assigned caseload of defined contribution retirement plans. This role supports the administration of 401(k) and cross-tested plans and assists with annual compliance testing.

What you will do

• Manage an assigned caseload of defined contribution retirement plans.
• Support day-to-day administration of 401(k), cross-tested, and other defined contribution retirement plans.
• Assist with annual compliance and nondiscrimination testing.
• Perform basic nondiscrimination testing and assist with resolving testing issues.
• Communicate directly with clients regarding plan provisions, administration, and testing.
• Research retirement plan compliance and administrative topics.
• Develop knowledge of plan documents, plan provisions, and retirement plan regulations.
• Shadow Senior Plan Administrators to build knowledge.
• Utilize technology and available systems to complete responsibilities.
• Maintain accurate and organized plan and client information.

Required qualifications

• Bachelor’s degree in business, finance, economics, mathematics, accounting, or other 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.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Collaborative, team-oriented approach.

Nice to have

• TPA environment preferred.
• 2–4 years of client service experience preferred.
• Experience with 401(k), defined contribution plans, or compliance testing is a plus.

Benefits

• Flexible PTO including flexible & unlimited options.
• Growth Opportunities through support for ongoing learning and career development.
• Health, dental, vision, life, and disability coverage.
• Incentive bonus programs.
• Flexible hours.

About the company

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