1

Pension Associate Jobs in California (NOW HIRING)

Associate Engineer

Pasadena, CA ยท On-site

$116K - $145K/yr

Associate Engineer (Water Resources & Planning) * Associate Engineer (Water Distribution) Please ... Pension Reform Act of 2013 (PEPRA) and receive the following benefit formula: 2% at 62 "Classic ...

Production Associate

Montebello, CA ยท On-site

$23.30/hr

Pension, Medical, Dental, Holidays, Paid Time. What you will be doing: * A Production Associate is an entry level role in our bakery and a valuable member of the production team focused on safely and ...

Production Associate

Montebello, CA ยท On-site

$23.30/hr

Pension, Medical, Dental, Holidays, Paid Time. What you will be doing: * A Production Associate is an entry level role in our bakery and a valuable member of the production team focused on safely and ...

Production Associate

Montebello, CA ยท On-site

$23.30/hr

Pension, Medical, Dental, Holidays, Paid Time. What you will be doing: * A Production Associate is an entry level role in our bakery and a valuable member of the production team focused on safely and ...

Production Associate

Montebello, CA ยท On-site

$23.30/hr

Pension, Medical, Dental, Holidays, Paid Time.What you will be doing:A Production Associate is an entry level role in our bakery and a valuable member of the production team focused on safely and ...

As a Logistics Associate, you'll be responsible for the accurate and timely picking, packing ... company-paid pension, stock purchase plan, paid parental leave, select discounted childcare ...

For the eighth year in a row, Adams Street was named one of Pension & Investments' Best Places to ... The Associate will work closely with our US Primary Investments Team, and the role offers a ...

Warehouse Associate - 1st Shift If you enjoy working in a fast-paced environment, have high ... To learn more details about our total rewards including pension plans, health benefits and PTO ...

Warehouse Associate - 1st Shift If you enjoy working in a fast-paced environment, have high ... To learn more details about our total rewards including pension plans, health benefits and PTO ...

Warehouse Associate - 1st Shift If you enjoy working in a fast-paced environment, have high ... To learn more details about our total rewards including pension plans, health benefits and PTO ...

Customer Experience Associate

Fort Irwin, CA ยท On-site

$16.50 - $22/hr

... pension and 401K plan for qualifying associates. You'll also have access to the base and its ... facilities, our Mass Transit program, and status as an employee of the DoD. So, what can you expect ...

Sales Associate (Sealants)

San Jose, CA ยท On-site

$60K - $65K/yr

... Pension Plan, Performance Based Bonus/Commission, and continuing education All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex ...

Customer Experience Associate

Fort Irwin, CA ยท On-site

$16.50 - $22/hr

... pension and 401K plan for qualifying associates. You'll also have access to the base and its ... facilities, our Mass Transit program, and status as an employee of the DoD. So, what can you expect ...

Customer Experience Associate

Fort Irwin, CA ยท On-site

$16.50 - $22/hr

... pension and 401K plan for qualifying associates. You'll also have access to the base and its ... facilities, our Mass Transit program, and status as an employee of the DoD. So, what can you expect ...

next page

Showing results 1-20

Pension Associate information

What are the key skills and qualifications needed to thrive as a pension associate, and why are they important?

To thrive as a Pension Associate, you need a solid understanding of pension plans, benefits administration, and regulatory compliance, often supported by a degree in finance, business, or a related field. Familiarity with pension management software, HR information systems, and advanced Excel skills is typically required. Attention to detail, strong analytical thinking, and clear communication are essential soft skills for this role. These abilities ensure accurate processing, regulatory adherence, and effective service to plan participants.

What is the difference between Pension Associate vs Pension Analyst?

AspectPension AssociatePension Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or actuarial exams are a plusSimilar educational background; often pursuing or holding actuarial credentials or CFA
Work EnvironmentFinancial services firms, pension funds, or consulting companies; administrative and client-focused tasksInvestment firms, pension funds, or consulting; analytical and data-driven responsibilities
Employer & Industry UsageCommonly employed in pension administration and client support rolesFound in investment analysis, risk assessment, and pension fund management

The main difference is that Pension Associates typically handle administrative and client support tasks related to pension plans, while Pension Analysts focus more on analyzing pension fund data, investment performance, and risk assessment. Both roles require similar educational backgrounds and certifications, but their daily responsibilities and focus areas differ within the pension industry.

What are common challenges faced by pension associates, and how can they be addressed?

Pension Associates often encounter challenges such as managing large volumes of sensitive data, keeping up with frequent regulatory changes, and ensuring accuracy in processing benefits. Attention to detail and strong organizational skills are essential to minimize errors and maintain compliance. Leveraging technology, staying current with training, and collaborating closely with team members and plan administrators can help Pension Associates overcome these challenges and deliver high-quality service to clients.

What is a pension associate?

Pension Associates are professionals who help manage employee retirement plans, such as pension funds or 401(k) plans, for organizations or plan participants. They are responsible for ensuring that pension plans comply with regulations, processing plan enrollments and distributions, and assisting clients with questions about their benefits. Pension Associates also maintain accurate records and may assist with plan audits or reporting. Their work helps ensure that employees receive the retirement benefits they are entitled to.
What are the most commonly searched types of Pension jobs in California? The most popular types of Pension jobs in California are:
What cities in California are hiring for Pension Associate jobs? Cities in California with the most Pension Associate job openings:

Retirement Services Accounting Associate

Nicholas Pension Consultants Inc

Rancho Cordova, CA โ€ข On-site

$26/hr

Full-time

Medical, Vision, Life, Retirement, PTO

Re-posted 11 days ago


Job description

Description:

WHO WE ARE:

Nicholas Pension Consultants specializes in quality 401(k) pension plan administration with local service at a reasonable cost. We are a third party pension administration and consulting firm that does not handle any investments or insurance. Our main office is in Rancho Cordova, CA, and we also have an office in Corona, CA. Our privately held TPA firm has approximately 80 employees with hundreds of years of combined experience and a dedicated ownership team with decades in the industry. We have steadily grown to administer nearly 4,000 retirement plans, which represent over 50,000 participants and over 5 billion in assets. We continue to hire as our client base continues to increase organically. Our growth has resulted in recognition by INC 5000 as one of the fastest growing companies in America. To accommodate our growth we have purchased and remodeled our office building, including a recreation/exercise room, in order to create a comfortable and permanent home for our staff. We have a positive and focused team of employees and enjoy occasional off-site events and community service projects together. Visit our website and reference the following videos to learn more about our company:

- TPA Cycle: https://nicholaspension.com/tpa-cycle-video/

- NPC Staff: https://nicholaspension.com/npc-staff-video/

- NPC Games: https://nicholaspension.com/npc-games/


WHAT WE ARE LOOKING FOR:

We are looking for people who want to be members of a fast growing company, and who will complement our thriving office environment in Rancho Cordova, CA. This position is the entrance point into the retirement industry and offers an excellent career path, a collaborative team environment, and a formal training program. Associates are responsible for assisting our Administrators in leading their clients through the annual cycle of retirement plan administration. Through training on the below job responsibilities, Associates are equipped for promotion to obtain their own clients, generally within 1-2 years. Once the Administrator role is mastered, multiple career paths are available, including the roles of Senior Administrator, Compliance Administrator & Team Lead.

JOB RESPONSIBILITIES/DUTIES:

· Correspond with clients over phone and email

· Collecting payroll data and investment statements from clients

· Balancing the payroll data against investment statements

· Calculating the employer matching and profit sharing contributions

· Preparing the 5500 tax filing form


BENEFITS:

We offer competitive compensation, bonus program, 401(k) plan with employer contributions, health, vision, life, long-term disability insurance, paid vacation, sick pay, and more.

Requirements:

Below you will find qualifications for the position as well as examples of possible backgrounds suitable for a transition into the position.


QUALIFICATIONS:

· Character and integrity

· Aptitude toward math and accounting

· Minimum 2 years professional office experience

· Desire to take ownership of the position and put in hard work

· Team-oriented personality with the ability to also work independently

· Good organizational skills and attention to detail

· Strong verbal and written communication skills

· Display discreetness, awareness and confidentiality of work

· Strong multi-tasking capabilities, flexibility, and adaptability.


This position is well suited for individuals transitioning from roles such as bank tellers or other clerical positions.


The role offers structured training, increased exposure to the financial operations industry, and a clear path into a career in retirement plan administration.