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Retirement Analyst Jobs in California (NOW HIRING)

Retirement Plan Analyst

Oakland, CA ยท On-site

$105K - $126K/yr

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 ...

We offer several flexible options for workplace savings and retirement plans The Retirement Plan ... Must be able to work well with numbers, analyzing qualities are necessary for determining the best ...

We offer several flexible options for workplace savings and retirement plans The Retirement Plan ... Must be able to work well with numbers, analyzing qualities are necessary for determining the best ...

Retirement Plan Specialist

Los Angeles, CA ยท On-site +1

$77K - $96K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.

Position Description Purpose This Retirement Plan Specialist is responsible for performing a ... Must demonstrate the ability to make sound decisions based on analysis, experience and judgment.

Senior Retirement Manager

Palo Alto, CA ยท On-site

$184 - $230/hr

S. retirement plans and Partner Owned Life Insurance (POLI) program. As the firm's subject matter ... Analytics & Reporting * Develops dashboards and statistical reporting on utilization, costs, and ...

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Retirement Analyst information

See California salary details

$30.6K

$72.3K

$128.3K

How much do retirement analyst jobs pay per year?

As of Sep 5, 2026, the average yearly pay for retirement analyst in California is $72,302.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,800.00 and $85,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a retirement analyst?

To thrive as a Retirement Analyst, you need strong analytical skills, a solid understanding of retirement plans and regulations, and typically a degree in finance, accounting, or a related field. Familiarity with pension administration software, advanced Excel functions, and possibly certifications like CEBS (Certified Employee Benefit Specialist) are highly beneficial. Attention to detail, effective communication, and problem-solving skills help Retirement Analysts interpret complex data and advise clients or employees. These competencies are crucial for ensuring compliance, optimizing retirement outcomes, and providing accurate guidance in a highly regulated environment.

What are some common challenges retirement analysts face when interpreting complex pension or retirement plan documents?

Retirement Analysts often encounter challenges when deciphering intricate plan documents and regulatory compliance requirements. These documents can contain highly technical language and frequently change due to updates in legislation, making it essential to stay current on laws like ERISA and IRS guidelines. Analysts must balance accuracy with efficiency, ensuring they interpret provisions correctly while meeting tight deadlines. Collaboration with legal teams, plan administrators, and participants is key to resolving ambiguities and ensuring plan benefits are administered properly.

How much does a retirement analyst make?

A retirement analyst typically earns a median annual salary of around $70,000 to $90,000, depending on experience, location, and employer size. They often work with financial data, pension plans, and investment strategies, requiring strong analytical skills and knowledge of retirement systems.

How to become a retirement analyst?

To become a retirement analyst, typically a bachelor's degree in finance, economics, or a related field is required. Gaining experience in financial analysis, retirement planning, or actuarial work, along with developing skills in data analysis and familiarity with financial software, is important. Professional certifications such as the Certified Retirement Counselor (CRC) or Chartered Financial Analyst (CFA) can enhance job prospects.

What does a retirement analyst do?

A retirement analyst evaluates retirement plans, pension funds, and investment strategies to ensure financial stability for retirees. They analyze data, assess risks, and recommend improvements, often using financial modeling tools and industry regulations to support decision-making.

What are popular job titles related to Retirement Analyst jobs in California?

For Retirement Analyst jobs in California, the most frequently searched job titles are:

What job categories do people searching Retirement Analyst jobs in California look for?

The top searched job categories for Retirement Analyst jobs in California are:

What cities in California are hiring for Retirement Analyst jobs?

Cities in California with the most Retirement Analyst job openings:

Infographic showing various Retirement Analyst job openings in California as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $72,302 per year, or $34.8 per hour.

Disability Retirement Analyst I

Public Employees Retirement System

Sacramento, CA โ€ข On-site

$3.8K - $6.2K/mo

Full-time

Medical, Retirement

Posted 2 days ago

New


Job description

Anticipated Interview Dates: We anticipate holding in-person interviews beginning the week of September 28. 2026. We look forward to meeting with you!
Do you enjoy working in a fast-paced, challenging environment? Do you want your work to have meaningful purpose and impact? Join our Disability and Survivor Benefits Division (DSBD) as an Analyst I within the Disability Retirement Unit!
Under the direction of a Supervisor I, the Analyst I is responsible for reviewing applications for Disability/Industrial Disability Retirement, gathering necessary medical and legal documentation, and adjudicating CalPERS member's cases in a timely and accurate manner.
Key Responsibilities:
  • Disability Retirement Review: Evaluate disability and industrial disability retirement applications.
  • Case Management: Collect medical and legal documents, assess eligibility, and ensure timely case determinations.
  • Customer Communication: Clearly communicate decisions and next steps to applicants.
  • Process Improvement: Recommend and implement changes to enhance the efficiency and quality of the disability retirement process.
Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.
Sponsorship
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. CalPERS does not participate in E-Verify for employment authorization purposes.
Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay.
How did you hear about this position? Tell us in this brief survey .
You will find additional information about the job in the Duty Statement .
Minimum Requirements You will find the Minimum Requirements in the Class Specification.
  • ANALYST I
Additional Documents
  • Job Application Package Checklist
  • Duty Statement

Position Details Job Code #:
JC-530555
Position #(s):
275-440-5157-042
275-440-5157-036
Working Title:
Disability Retirement Analyst I
Classification:
ANALYST I $3,861.00 - $4,839.00 A
$4,181.00 - $5,233.00 B
$5,014.00 - $6,276.00 C
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
2
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information The California Public Employees' Retirement System (CalPERS) is the nation's largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we're committed to people - the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement.
If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website !
To take a look at CalPERS as a destination employer, view this YouTube video .
Special Requirements Statement of Qualifications
Please provide a Statement of Qualifications (SOQ) for the hiring manager's review. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered.
The SOQ must be typed, titled "Statement of Qualifications," and each response must list all relevant experience, education, and training, including duties performed. The SOQ must not exceed one page in length.
  • What experience do you have handling multiple tasks and meeting deadlines?
  • Please describe your experience performing research and analysis to identify and resolve issues with given work assignments.

  • Minimum Qualifications
    All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. If you are using education to meet MQs, please include your transcripts with your application package. If you have a degree from outside of the United States, you must submit an evaluation of this degree to determine the US equivalency. If you need an evaluation, you can visit the National Association of Credential Evaluation Services (NACES) website to find organizations that provide these services. The Classification Specification is located on this Job Posting under "Minimum Requirements."
    Please Note: You may need to pass an examination to establish list eligibility prior to a final offer of employment. To find and take an exam, visit CalHR's CalCareers website .
    Need help with your state application, resume, Statement of Qualifications, or interview preparation?
    The CalPERS Career Services & Outreach team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations .
    Application Instructions
    Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
    Final Filing Date: 9/11/2026
    Who May Apply
    Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
    How To Apply
    Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
    Address for Mailing Application Packages
    You may submit your application and any applicable or required documents to:
    Public Employees Retirement System
    Postal
    Attn: JC-530555/BT
    Human Resources Division, Recruitment
    P. O. Box 942718
    Sacramento , CA 94229-2718
    Address for Drop-Off Application Packages
    You may drop off your application and any applicable or required documents at:
    Public Employees Retirement System
    Drop-Off
    HRSD, SSU JC-530555/BT
    400 Q Street, Lincoln Plaza North
    1st floor drop box by security desk
    Sacramento , CA 95811
    08:00 AM - 05:00 PM
    Required Application Package Documents
    The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
    • Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
    • Resume is optional. It may be included, but is not required.
    • Statement of Qualifications - In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager's review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ will not be considered. We ask that you not use Artificial Intelligence assistance when composing your written response. Written responses are an attempt to assess and gain an understanding of your personal writing and communication skills and abilities.
    Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.
    Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
    • Demonstrates sound judgment and the ability to analyze information and make appropriate recommendations based on established laws, policies, and procedures.
    • Communicates effectively, both verbally and in writing, with team members, members, employers, and other stakeholders.
    • Organizes and prioritizes workload to manage multiple assignments and meet established deadlines.
    • Uses critical thinking and problem-solving skills to identify issues, research information, and seek guidance when needed to resolve disability case-related matters.
    • Demonstrates strong attention to detail when reviewing documentation, learning medical terminology, and applying laws, rules, policies, and procedures to determine disability retirement eligibility.

    Benefits CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.
    Some added benefits CalPERS offers include:
    • Alternate Work Schedules
    • Flexible Work Hours
    • Onsite childcare facility
    • Onsite fitness center
    • Onsite cafรฉ and nearby restaurants
    • Free onsite parking available Mondays and Fridays, subject to change
    • Free offsite parking available with shuttle service Tuesdays, Wednesdays and Thursdays
    For more details about employee benefits, visit the California Department of Human Resources website.
    Contact Information
    The Human Resources Contact is available to answer questions regarding the position or application process.
    Human Resources Contact:
    HRSD Selection Services
    (916) 795-2444
    recruitment@calpers.ca.gov
    Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
    EEO Contact:
    CalPERS EEO
    (916) 795-3675
    EEO@calpers.ca.gov
    California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
    Additional Information
    Live Scan
    Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting.
    CalPERS Disclosure Requirements
    If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)
    Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver's license, equal employment opportunity data, examination scores, and LEAP status.
    Equal Opportunity Employer
    The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
    It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.