Assistant Retirement Plan Administrator, (SI Group)

Strongpointpartners; Honolulu (HI); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Flexible workplace options

Flexible paid time off

Inclusive environment

Growth opportunities

Comprehensive benefits

Workplace perks like incentive bonuses

Job summary

Strongpoint Partners is seeking a motivated Retirement Plan Administration Assistant for a full-time, on-site position in Honolulu, Hawaii. You will assist Plan Administrators with various tasks related to the administration of qualified retirement plans.

This role serves as an excellent entry point into a career in retirement plan administration. Prior experience is a plus, but not required; training will be provided. Key responsibilities include assisting with plan-related documents, administrative duties, and communication with clients.

Qualifications

• Bachelor’s degree required.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong organizational skills with attention to detail.

Responsibilities

• Assist Plan Administrators with retirement plan administration tasks.
• Perform general administrative duties including data entry and filing.
• Support the preparation of plan-related documents.

Skills

Organizational skills

Client service

Microsoft Word

Microsoft Excel

Microsoft Outlook

Communication

Analytical skills

Education

Bachelor’s degree in business, finance, economics, accounting, or a related field

Tools

ASC software

FT William

Job description

Who we are:

Strongpoint Partners is a tech‑enabled retirement services platform serving small‑to‑mid‑sized businesses, providing integrated retirement administration, recordkeeping, payroll, and HR solutions.

About SI Group:

Based in Honolulu, Hawaii, SI Group (SIG) specializes in custom retirement plan solutions for nearly 40 years and operates as a partner of Strongpoint Partners.

Position Summary:

SI Group, a Strongpoint Partner, seeks a motivated and detail‑oriented Retirement Plan Administration Assistant for a full‑time, on‑site position in Honolulu, HI. You will primarily support Plan Administrators in 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 required; training will be provided. This role offers an excellent entry point into a career in retirement plan administration.

PLEASE NOTE: This role is based in our Honolulu, HI office and requires regular in‑person attendance.

Key Responsibilities:

• Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering and organizing census information and aiding in 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 and aid in 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 ASC, FT William, internal systems, and other necessary software to support data management and plan administration activities.
• Perform other duties as assigned.

Qualifications:

• Bachelor’s degree in business, finance, economics, accounting, or a related field.
• Proficiency in Microsoft Word, Excel, and Outlook; prior experience with ASC and/or FT William preferred.
• Strong organizational skills with attention to detail and accuracy.
• Exceptional client‑service approach focusing on communication, proactivity, and 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 pursue continuous service improvement.

Our Value‑Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible and 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, and more.