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Pension Plan Analyst Jobs (NOW HIRING)

Retirement Plan Analyst

Oakland, CA ยท On-site

$105K - $126K/yr

... analytical work, providing Retirement Plan participants with information concerning their ... pension, medical, dental and vision coverage, flexible spending, and 457 savings plan.

... pension, medical, dental and vision coverage, flexible spending, and 457 savings plan ... Prepares memoranda, reports, and analyses for the Retirement Board. Makes occasional presentations ...

... in Pension pro Collaborate with Internal Teams, Vendors, and Clients to Resolve Issues Smoothly ... 401(k) plan administration and IRS rules Strong analytical, organizational, and problem solving ...

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Experienced Temp to Hire F/T Defined Benefits Pension Analyst Needed to Work in Schaumburg, IL Our ... Review Plan Documents, Summary Material Modifications (SMMs), and Summary Plan Descriptions (SPDs ...

... pension plan, and non-qualified deferred compensation plan) are appropriately managed by the ... Must demonstrate the ability to make sound decisions based on analysis, experience and judgment.

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Pension Plan Analyst information

See salary details

$35.5K

$99.2K

$127K

How much do pension plan analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for pension plan analyst in the United States is $99,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $126,500.00 per year, depending on experience, location, and employer.

What is the difference between Pension Plan Analyst vs Retirement Benefits Specialist?

AspectPension Plan AnalystRetirement Benefits Specialist
CredentialsBachelor's degree, certifications like CEBS or actuarial examsBachelor's degree, certifications like CEBS or retirement plan certifications
Work EnvironmentFinancial institutions, consulting firms, corporate HR departmentsHR departments, benefits consulting firms, insurance companies
Industry UsageUsed across finance, insurance, and corporate sectorsPrimarily in HR and benefits administration
Job FocusAnalyzing pension plans, financial modeling, complianceManaging retirement benefits, employee communication, plan administration

The Pension Plan Analyst and Retirement Benefits Specialist roles share similar credentials and work environments but differ in focus. The analyst concentrates on financial analysis and compliance of pension plans, while the specialist handles overall retirement benefits management and employee communication.

How much does a pension plan analyst make?

A pension plan analyst's average salary in the United States ranges from $60,000 to $90,000 annually, depending on experience, location, and certifications. Entry-level analysts typically earn less, while those with advanced skills or in senior roles can earn over $100,000 per year.

How to become a pension plan analyst?

To become a pension plan analyst, candidates typically need a bachelor's degree in finance, accounting, economics, or a related field. Gaining experience in pension fund management or actuarial work, along with proficiency in financial modeling and familiarity with pension regulations, is beneficial. Professional certifications such as the Certified Employee Benefit Specialist (CEBS) can also enhance job prospects.

What does a pension plan analyst do?

A pension plan analyst evaluates and manages retirement plan data, ensuring compliance with regulations and accurate reporting. They analyze financial information, perform actuarial calculations, and assist in plan design and funding strategies, often using specialized software. Strong analytical skills and knowledge of pension regulations are essential for this role.

What cities are hiring for Pension Plan Analyst jobs?

Cities with the most Pension Plan Analyst job openings:

What states have the most Pension Plan Analyst jobs?

States with the most job openings for Pension Plan Analyst jobs include:

What are popular job titles related to Pension Plan Analyst jobs?

For Pension Plan Analyst jobs, the most frequently searched job titles are:

Retirement Plan Analyst

Oakland, CA โ€ข On-site

AC Transit
Urban Transit Systemsย โ€ขย 1 - 5K employees

$105K - $126K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

Salary : $105,932.00 - $126,493.00 Annually
Location : General Office, Downtown Oakland, CA
Job Type: Regular Full Time
Job Number: 26-00247
Department: Retirement
Division: Retirement
Opening Date: 09/02/2026
Closing Date: 9/17/2026 11:59 PM Pacific
Summary
AC Transit is looking for a qualified Retirement Plan Analyst. Under general direction, this position, performs administrative support to moderately complex analytical work, providing Retirement Plan participants with information concerning their retirement benefits; assisting Retirement Plan participants with the processing of retirement-related forms, resolving any related problems, and understanding and applying applicable rules and regulations.
This is an excellent opportunity to work for the largest bus agency in California, make a difference in our local community, and promote AC Transit as a great employer of the East Bay. In addition to working with some of the best in the business, AC Transit also has an excellent benefits package that includes pension, medical, dental and vision coverage, flexible spending, and 457 savings plan.
Representative Functions
  • Performs the initial calculation of retirement benefits, reviews related materials, work histories, and retirement options for employees.
  • Supports activities related to disability retirement including the collection and dissemination of information from applicants, doctors, attorneys, and related parties; assigns cases to medical examiners; and reviews medical reports to ensure compliance with Retirement Plan rules.
  • Prepares memoranda, reports, and analyses for the Retirement Board.
  • Makes occasional presentations to the Retirement Board.
  • Compiles, reviews, audits, and verifies demographic data of participants.
  • Works independently on special projects.
  • Assist in the preparation of the annual tax documents.
  • Documents and updates procedures, supports compliance and analysis activities.
  • Inputs retiree data into Human Resources Information System.
  • Provides assistance, research, and troubleshooting of participant-level issues.
  • Performs related duties as required.

Minimum Qualifications
Education: Equivalent to a bachelor's degree from an accredited college or university with a major in finance, accounting, business administration, public administration, or a related field.
Experience: Four (4) years of professional level experience in retirement administration, human resources, finance or payroll. Demonstrated experience in one or more of the following areas: administering defined-benefit plans, payroll, human resources/benefits, finance, or accounting. Two (2) years of experience as Retirement Plan Associate Analyst or an equivalent position may be substituted for two (2) years of required education.
Special Requirements: Must be willing to occasionally work outside regular business hours and travel between the various District facilities if required.
Desirable Skill:Experience with defined benefit and retirement plan administration preferred.
Additional Information
Physical Requirements:Must maintain the physical condition necessary to: (1) perform tasks in an office setting operating a personal computer, keyboards, and other peripheral equipment; (2) possess physical mobility in order to transport oneself expeditiously within and between District facilities.
THIS POSITION IS A UNION POSITION, REPRESENTED BY AFSCME
The Selection Process: The Human Resources department must receive a completed online application by the filling date. If this recruitment is "Continuous," it may be closed at any time without notice. Applications will be screened for job related qualifications, and those candidates who best meeting the qualifications listed on this Job Announcement will be invited to participate in an examination process that may include written, oral and/or performance segments. Current District employees must have satisfactory attendance and performance records. Finalists will be placed on an Eligibility List. When filling vacancies, the Human Resources Department will refer the top candidates to the hiring department for final screening and recommendation.
Benefits: The transit professionals who call AC Transit home represent the rich cultural diversity of the Bay Area. For more than 60 years, we have been an equal opportunity employer honoring religion, ethnic background, national origin, gender, gender expression, genetic information, disabilities, age, and veteran status. We are not only an inclusive employer but also offer a comprehensive benefits package rooted in choice, flexibility, and affordability. Benefits are effective the first of the month following your hire date. Employees and eligible dependents have access to the following benefits*:
  • Medical - Choice of two Health Maintenance Organizations (HMOs): Kaiser Permanente and Health Net. $10.00 office visit co-pays; $5.00 - $35.00 prescription co-pays.
  • Dental - MetLife Preferred Provider Organization (PPO) $50 annual deductible per person/$150 per family; $3,000 per person annual maximum; preventative care covered at 100%; basic and major care covered at 90%; $4,000 lifetime maximum orthodontia covered at 50%.
  • Vision - Vision Service Plan - $10.00 copay; eligible for an exam, lenses, frames or contact lenses every 12 months - based on the last date of service. $200 frame allowance or $120 allowance for contact lenses.
  • Employer paid Basic Life Insurance
  • Employee paid Voluntary Term Life Insurance
  • Employee Assistance Program (EAP)
  • Medical premium reimbursement for eligible retirees
  • Flexible Spending Accounts (FSA) for Health Care, Dependent Care, Parking, Transit
  • AC Transit contributes up to $50.00/month towards an employee's FSA Transit costs
  • Free AC Transit Bus Pass
  • Federal Credit Union
  • Vacation and Sick Leave or Personal Time Off
  • Ten (10) paid holidays; 2 paid floating holidays; 1 paid birthday holiday
  • Five (5) bereavement days
  • Tuition Reimbursement - up to $2500 per fiscal year on approved courses
  • Wellness Program
*AC Transit benefits are negotiated and subject to change based on collective bargaining agreements.
Pension: All AC Transit employees participate in a lifetime defined benefit pension. All employees hired on or after January 1, 2020, may be in the District's Tier II pension plan covered by the Public Employees' Pension Reform Act of 2013 (PEPRA). As such, he/she may be required to contribute a small portion of annual income towards the cost of his/hers District pension.ADA Compliant and Drug Free Workplace: The Human Resources Department will make reasonable efforts in the recruitment/examination process to accommodate applicants with disabilities. If you have a need for an accommodation, please call Human Resources at (510) 891-4783.
The Alameda Contra Costa Transit District has established the goal of a 100 percent drug and alcohol-free workplace. Applicants will be required to undergo drug and alcohol testing prior to employment and those in safety sensitive positions will be subject to further drug and alcohol testing through their period of employment, including random drug and alcohol testing.
In accordance with federal requirements, all job applicants selected for appointments in a safety sensitive position are subject to pre-employment drug and alcohol testing. A final job applicant will be tested for five prohibited drugs: Cocaine, PCP, Amphetamines, Marijuana and Opiates. During employment, employees holding safety sensitive positions are subject to random, reasonable suspicion, post-accident, return-to-duty, and follow-up drug and alcohol testing. Additionally, in the event of an absence of more than 90 days from a safety sensitive position, pre-employment drug testing will be performed.
Equal Opportunity Employer
PEPRA: All employees hired on or after January 1, 2020, will be in the District's Tier II pension plan covered by the Public Employees' Pension Reform Act of 2013 (PEPRA). As such, he/she may be required to contribute 7% or more of annual income towards the cost of his/hers District pension.
Medical, dental, orthodontic, vision, and prescription insurance coverage for employees and qualified dependents; plus regular retirement pension with a five (5) year vesting. Depending on length of service, up to six (6) weeks of vacation and up to twelve (12) days of sick leave per year. Holidays: eleven (11) per year. Free transportation on AC Transit system. Group Life Insurance.