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Retirement Analyst Jobs in California (NOW HIRING)

Jobtailor

Retirement Consultant

Irvine, CA · On-site

$120 - $170/hr

* Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business * Build the retirement consultant book of business

New

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA

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 ...

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA · On-site

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 ...

Teichert

Retirement Plan Specialist

Sacramento, CA · On-site

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.

FAVARH

Retirement Plan Specialist

Los Angeles, CA · 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.

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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 Aug 21, 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:

Retirement Analyst jobs near you
Infographic showing various Retirement Analyst job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $72,302 per year, or $34.8 per hour.

Client Manager - Retirement Services

Marsh & McLennan Companies, Inc.

San Diego, CA • On-site

Full-time

Medical, Retirement

Re-posted 26 days ago

Job description

Company:
Description:
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers are responsible for retention of existing business and the development of new business within assigned accounts. This position may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.
Essential Duties & Responsibilities
  • Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas:
    • Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
    • Assist to ensure client compliance with annual plan testing and coordinate form 5500 filing procedures as applicable.
    • Work closely with and instruct carrier representatives and Client Service Teams to ensure smooth implementation of new retirement plans.
    • Establish and consistently maintain effective and positive working relationships with carriers, clients and Client Service Teams.
  • Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
    • Explain client needs and concerns focusing on how various plan designs and recommendations address those issues.
    • Review renewals, new business presentations, and enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance.
    • Ensure that client files and documentation are maintained in the Agency Management System according to policy and procedures, and consistent with MMA professional standards.
  • Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.
    • Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates.
    • Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns.
    • Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities.
    • Conduct employee enrollment meetings to communicate retirement plan options.

  • Respond to and resolve routine issues the client may encounter regarding receipt of retirement services and plan questions.
  • Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems.

Education and/or Experience
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to a large group of internal associates and has high levels of contact with external vendors. The Client Manager must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:
  • Must possess a strong understanding of Qualified Retirement plan benefits and providers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 3-5 years of experience providing corporate retirement plan service while at a brokerage firm or provider.
  • Bachelor degree strongly preferred plus at least one recognized financial/benefits industry designation.
  • FINRA Series 63 & 7. Series 65/66 preferred or willingness to achieve within 12 months of date of hire.
  • AIF designation or willingness to achieve within 12 months of date of hire.
  • Strong financial analysis technical knowledge and understanding of various investment and group retirement plans, federal and state legislation.
  • Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
  • Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
  • Maintain a valid driver's license and dependable transportation.
  • Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.

Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
  • Travel to client sites is required. Usually within driving distance, but occasionally consists overnight stays out of town.
  • Extended work hours (10 - 12 hrs/day) required on occasion due to attendance and participation at networking and industry functions that begin well before the workday, and may extend well into the evening.

#MMAwest
#MMAEHB
#LI-DNI
The applicable base salary range for this role is $64,700 to $120,400.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Apply