strongpointpartners
Retirement Plan Administration Assistant, (ACI)
At a Glance
- Location
- Chino Hills, California, United States
- Compensation
- ay range for this position is $23-$25 per hour. At Strongpoint Part
- Posted
- 2026-05-07T11:55:45-04:00
Key Requirements
Required Skills
Domain Knowledge
- Accounting
- Education
- Finance
Benefits & Perks
des base pay plus a comprehensive benefits program. Our Value-Driven Employee Expe
Requirements
Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions.
– Hybrid and remote options available for many roles.
Responsibilities
Allied Consultants Inc.
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.
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.
Maintain accurate records and ensure proper handling of all confidential information.
Utilize CalcAir/Datair, internal systems, and other necessary software to support data management and plan administration activities.