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Remote Retirement Jobs in California (NOW HIRING)

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

This position will sit remote but must reside in the greater LA county area*** Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site education for Plan Sponsor ...

Synergy Financial

Financial Consultant (Remote)

Stanford, CA · Remote

$75K - $100K/yr

... retirement strategies, legacy planning , and tax-advantaged solutions Grow your book of business ... Remote insurance jobs, licensed insurance agent, annuities, financial advisor jobs, Series 6, ...

Posted today

McQuade Organization

... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn

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Remote Retirement information

What is a remote retirement?

A Remote Retirement job is a flexible, often part-time or freelance position that allows retirees to work remotely from home or any location. These jobs provide income while offering the freedom to set your schedule and avoid commuting. Common roles include consulting, customer service, writing, or virtual assistance. Many retirees choose remote work to stay engaged, supplement retirement income, or pursue a passion.

What are the key skills and qualifications needed to thrive in the remote retirement position, and why are they important?

Remote retirement specialists require expertise in retirement planning, financial advising, and regulatory compliance, typically supported by certifications such as CFP or CRC. They frequently use financial planning software, virtual meeting platforms, and secure data management systems. Excellent communication, empathy, and self-motivation are essential soft skills for building trust with clients and managing tasks independently. These capabilities ensure accurate, personalized advice and maintain high client satisfaction while working outside a traditional office environment.

What are some common challenges faced by remote retirement specialists?

One common challenge for remote retirement specialists is building rapport and trust with clients without face-to-face meetings, which requires strong digital communication skills and proactive follow-up. Additionally, staying updated with changing retirement regulations and financial products is crucial, as the field evolves rapidly. Remote specialists must also be adept at managing their schedules and maintaining organization to effectively handle multiple clients. However, with the right tools and commitment, these challenges can be successfully managed, offering both flexibility and a rewarding client-focused career.

What are the most commonly searched types of Retirement jobs in California? The most popular types of Retirement jobs in California are:
What are popular job titles related to Remote Retirement jobs in California? For Remote Retirement jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Retirement jobs in California look for? The top searched job categories for Remote Retirement jobs in California are:
What cities in California are hiring for Remote Retirement jobs? Cities in California with the most Remote Retirement job openings:
Remote Retirement jobs near you
Infographic showing various Remote Retirement job openings in California as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 59% Physical, 4% Hybrid, and 37% Remote job distribution.

Retirement Plan Compliance Administrator, (BCS)

Strongpoint Partners

Chico, CA • Remote

Full-time

Posted 14 days ago

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. 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 Bidwell Consulting Services:

Bidwell Consulting Services, Inc. (BCS) was founded on the principles of delivering superior, flexible, and innovative retirement plan administration. BCS specializes in Defined Benefit and 401(k) plans solutions for small to medium sized businesses. Founded in 2005, the BCS team has decades of combined experience in shaping qualified retirement plans to advance our clients' business and retirement potential. BCS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Bidwell Consulting Services (BCS), a Strongpoint Partner, is seeking a skilled Retirement Plan Compliance Administrator. This is an excellent opportunity for a retirement plan professional who enjoys the technical and analytical side of plan administration without the responsibility of managing client relationships or maintaining a dedicated book of business. In this internal-facing role, you will partner closely with our Consultants to support retirement plan compliance across the firm's entire client base, ensuring plans remain compliant with IRS and ERISA regulations while delivering accurate, high-quality work.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Pacific time zone.

Key Responsibilities:

  • Perform annual retirement plan administration and compliance services for qualified retirement plans.
  • Complete plan valuations and prepare compliance testing, including:
    • ADP/ACP Testing
    • IRC Section 415 Testing
    • IRC Section 414 Testing
    • Coverage Testing
    • Top Heavy Testing
  • Review compliance work for technical accuracy, identify potential issues, and recommend corrections or alternative testing approaches.
  • Analyze participant census data and calculate employer contributions.
  • Analyze and reconcile plan assets.
  • Interpret plan documents and amendments to ensure accurate application of plan provisions.
  • Prepare and review Form 5500 filings.
  • Calculate lost earnings associated with late participant contributions when required.
  • Research, analyze, and resolve retirement plan compliance and benefit issues.
  • Collaborate with internal Consultants and team members to support compliance needs across the firm's retirement plan portfolio.
  • Maintain current knowledge of IRS, DOL, and ERISA regulations affecting qualified retirement plans.
  • Other duties as assigned.

Minimum Qualifications:

  • 2-3+ years of retirement plan administration or retirement plan compliance experience.
  • Strong understanding of qualified retirement plan compliance and annual administration.
  • Experience performing non-discrimination and compliance testing, including ADP/ACP, 415, 414, coverage, and Top-Heavy testing.
  • Experience preparing Form 5500 filings.
  • Ability to interpret retirement plan documents and amendments.
  • Strong analytical, problem-solving, and organizational skills.
  • Excellent attention to detail and commitment to producing accurate work.
  • Ability to work independently while collaborating effectively within a team environment.

Preferred Qualifications:

  • Experience using CalcAir (Datair) software.
  • Bachelor's degree in Mathematics, Accounting, Finance, or a related analytical field.
  • ASPPA credential (QKA or other designation) or progress toward certification.
  • Experience working in a TPA or retirement plan consulting environment.

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$75,000 annually.

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.