---
title: 'Retirement Plan Administration Assistant, (ACI) at Strongpoint Partners'
canonical: 'https://feeny.ai/job/retirement-plan-administration-assistant-aci-strongpoint-partners-chino-hills-n12vrrt450zb'
type: 'job'
last_seen: '2026-09-23'
---

# Retirement Plan Administration Assistant, (ACI) at Strongpoint Partners

- **Company:** Strongpoint Partners
- **Location:** Chino Hills, CA
- **Posted:** 2026-09-22
- **Last confirmed live:** 2026-09-23
- **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5431495008

## Job description

Who we are:

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: [www.strongpointpartners.com](https://www.strongpointpartners.com/).

About Allied Consultants Inc.:

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).

Position Summary:

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.

Key Responsibilities:

- 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 CalcAir/Datair, internal systems, and other necessary software to support data management and plan administration activities.

Qualifications:

- Bachelor’s degree in business, finance, economics, mathematics, accounting, or other similarly related field.
- Proficiency in Microsoft Word, Excel, and Outlook; prior experience with CalcAir/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-oriented attitude with a strong desire to learn and grow within the retirement plan industry.
- Ability to work well under pressure with multiple priorities and deadlines.
- Excellent analytical and problem-solving skills.
- Ability to act with integrity and to continuously improve service.
- Fluency in Mandarin or Cantonese is a plus.

Pay Transparency Statement:

The anticipated pay range for this position is $23-$25 per hour.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. Our Value-Driven Employee Experience:

- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

## About Strongpoint Partners

## Company Overview
- **One-liner**: Strongpoint Partners provides a tech-enabled retirement, payroll, and HR platform for small- to medium-sized businesses, combining local service with national infrastructure.
- **Entity Type**: Private (fastest-growing private company on Inc. 5000)
- **Headquarters**: Chicago, IL, USA
- **Founded**: 2022 (the Strongpoint Partners entity was launched; predecessor firms have over 40 years of history)
- **Founders**: Not publicly disclosed (the company describes itself as “built by founders for founders” and is led by a team of industry veterans)

## Core Business
- **Primary industry**: Retirement plan third-party administration (TPA), payroll, and HR services
- **Target customers**: Small- to medium-sized businesses (SMBs), B2B
- **Mission**: “Making retirement work for everyone.”

## Products & Services
- **Retirement Plan Administration**: Defined Benefit, Defined Contribution, Cash Balance, and ESOP plan design, administration, fiduciary oversight, and compliance reporting.
- **Recordkeeping**: Enterprise-level data validation and customized workflows for retirement plans.
- **Payroll (Strongpay)**: Integrated payroll platform that complements TPA services, processing billions in payroll dollars annually.
- **HRIS**: Retirement-integrated HR solutions with concierge service and data validation.
- **Consulting & Actuarial Services**: Specialty consulting for complex plan structures, including cash balance plans and ESOPs.

All offerings are delivered through a tech-enhanced service model with local client success teams.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metrics**:
  - Plan Assets Under Administration: **$54B+**
  - Total Plans Administered: **32,000+**
  - Retirement Plan Participants Supported: **600,000+**
  - Employees: **408 U.S.-based** (as of April 2025)
- **Notable Investors/Partners**: Not publicly listed (the company grows through acquisitions and partnerships with independent TPA firms)
- **Growth Signals**:
  - Recognized on the Inc. 5000 list of America’s fastest-growing private companies in **2025 and 2026** (two consecutive years)
  - Rapid expansion via acquisitions: 15+ firms joined between 2022 and 2026 (e.g., Pension Consultants, Actuaries Unlimited, CRP, Benefit Equity, and many more)
  - Assets under administration grew from $6B (2024) to $54B+
  - Headcount more than doubled from ~200 (2024) to 408 (2025)

## Competitive Advantages
- **National network, local service**: A partnership of independent TPAs covering 42+ states, offering personalized service with the resources of a national platform.
- **Deep expertise**: Average 35+ years of plan design experience among founders; average client tenure of ~9.5 years.
- **High customer satisfaction**: Net Promoter Score (NPS) of 81 across the affiliate network.
- **Integrated solution**: Combines retirement administration, recordkeeping, payroll, and HR in one platform, reducing compliance risk for clients.
- **Scale and compliance**: 100M+ payroll data checks run annually, ensuring accuracy and regulatory compliance.

## Strategic Focus
- Continue building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for SMBs.
- Expand the national network through acquisitions and new partner firms.
- Deepen integration between retirement, payroll, and HR solutions to deliver a seamless experience.
- Maintain a culture of continuous improvement and service leadership.

## Why Work Here
- **Great Place to Work Certified** (2025): 92% of employees say it’s a great place to work (vs. 57% at a typical U.S. company); 97% feel welcomed when joining.
- **Award**: Ranked **#40 on Fortune Best Workplaces in Financial Services & Insurance™ 2025** (Small and Medium category).
- **Culture & Values**: Emphasis on collaboration, integrity, customer obsession, and continuous improvement. Values include “Stronger Together,” “Do Right Things, Do Things Right,” and “Own the Outcome.”
- **Benefits**: Flexible Time Off program, robust training and development, and a focus on well-being.
- **Work Model**: Not explicitly disclosed; HQ in Chicago with a national remote workforce (likely hybrid/remote options based on distributed team).
- **Growth Opportunities**: Rapidly growing company (Inc. 5000) with frequent acquisitions, offering career advancement in retirement, payroll, and HR domains.

## Sources
1. [strongpointpartners.com](https://www.strongpointpartners.com/)
2. [strongpointpartners.com/life-at-strongpoint](https://www.strongpointpartners.com/life-at-strongpoint)
3. [strongpointpartners.com/our-story](https://www.strongpointpartners.com/our-story)
4. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7080453)
5. [linkedin.com/company/strongpointpartners](https://www.linkedin.com/company/strongpointpartners)

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