Plan Document Assistant, (AUI)

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Quick Summary

Requirements Summary

Ability to learn DC plans and regulations interpret sophisticated plan documents and code provisions, including a familiarity with prototype and volume submitter documents Ability to write reports,

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OtherAssistant

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. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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.

About Actuaries Unlimited (AUI):

Actuaries Unlimited (AUI), based in Los Angeles, California, is a leading provider of pension administration and retirement benefits consulting. The firm is comprised of a highly experienced team of actuaries and retirement professionals who work collaboratively to deliver thoughtful, accurate, and client-focused solutions. AUI is an operating partner of Strongpoint Partners. Through this partnership, AUI combines deep actuarial expertise with the scale, resources, and innovation of a growing national platform.

Position Summary:

Actuaries Unlimited (AUI), a Strongpoint Partner, is seeking a Plan Document Assistant to analyze and draft retirement plan documents ensuring compliance and alignment with client objectives. As a key player, you will work closely with teams to manage document lifecycles for qualified plans.

Qualifications:

Ability to learn DC plans and regulations interpret sophisticated plan documents and code provisions, including a familiarity with prototype and volume submitter documents

Ability to write reports, business correspondence, and procedures

Excellent customer service skills

Excellent verbal, written, analytical, organizational skills and keen attention to detail

Exceptional approach to client service focusing on communications, timely solutions, and client needs

Organized individual able to set priorities, meet deadlines, and be detail-oriented

Strong analytical and problem solving skills

Strong initiative, integrity, self-motivation, and results orientation

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$55,000+ annually.

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.