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Retirement Manager Jobs in California (NOW HIRING)

City of Fresno

Retirement Benefits Manager

Fresno, CA · On-site

$110K - $156K/yr

The Retirement Benefits Manager, plans, organizes, and manages the activities of the Retirement Benefits Section in the Retirement Administration Office, including specialized pension benefit ...

Teichert

Retirement Plan Specialist

Sacramento, CA · On-site

Coordinate and manage the annual plans' audits, financial statement preparation, 5500 review and ... Research and interpret retirement plan documents as needed. * Prepare and mail annual required ...

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Retirement Manager information

What is the difference between Retirement Manager vs Retirement Advisor?

AspectRetirement ManagerRetirement Advisor
CredentialsCertifications like CFP, CFA, or CFP®CFP, ChFC, or similar financial planning certifications
Work EnvironmentFinancial institutions, retirement plan providersFinancial advisory firms, independent practices
Employer & IndustryEmployers managing retirement plans or fundsClients seeking retirement planning advice

While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.

What is a retirement manager?

Retirement Managers are professionals who help individuals and organizations plan, manage, and oversee retirement plans and savings. They provide guidance on retirement strategy, investment options, and regulatory compliance to ensure clients achieve their financial goals for retirement. Retirement Managers may work for financial institutions, corporations, or as independent advisors, and they often assist with pension plans, 401(k)s, IRAs, and other retirement accounts. Their expertise helps clients maximize their retirement income and navigate complex retirement regulations.

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

To thrive as a Retirement Manager, you need expertise in retirement planning, financial analysis, and regulatory compliance, typically supported by a degree in finance or business and relevant experience. Familiarity with retirement plan administration software, compliance systems, and certifications such as CRPS or CEBS is highly valued. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex concepts clearly help Retirement Managers build strong client relationships and trust. These skills ensure effective plan management, regulatory adherence, and positive financial outcomes for clients.

What are some common challenges faced by a retirement manager, and how can they be addressed?

Retirement Managers often encounter challenges such as navigating complex and ever-changing regulations, managing diverse retirement plan offerings, and effectively communicating plan options to employees. Staying current with compliance requirements and collaborating closely with legal and HR teams is crucial. Additionally, developing clear communication materials and hosting informational sessions can help address participant questions and ensure employees make informed decisions about their retirement benefits.
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 Retirement Manager jobs in California? For Retirement Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Retirement Manager jobs in California look for? The top searched job categories for Retirement Manager jobs in California are:
What cities in California are hiring for Retirement Manager jobs? Cities in California with the most Retirement Manager job openings:
Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in California as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Administrator, Retirement Benefits

SUNKIST GROWERS LLC

Valencia, CA • On-site

$82K - $97K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Onsite position


Responsible to administer retirement benefits programs, ensuring accurate processing of enrollments, terminations, and changes in participant status. Provides guidance and support to employees regarding retirement plans, policies, and procedures. Coordinates with internal departments and external vendors to ensure compliance with regulatory requirements and timely benefit delivery. Maintains detailed records, prepares reports, and assists with audits related to retirement benefits. Continuously reviews and updates retirement plan information to improve efficiency and participant satisfaction.

Essential Job functions/ Duties:

  • Plan Administration & Participant Support: serves as a primary point of contact for retirement plan participants, providing individualized support to active employees and terminated vested participants regarding 401(k) and pension benefits. Conducts retirement consultations, explains plan provisions and distribution options, and calculates retirement benefit elections in accordance with plan documents and regulatory requirements. Coordinates and participates in employee education sessions in partnership with the recordkeeper, including on‑site and off‑site meetings as needed.
  • Vendor, Trustee & Fiduciary Coordination: works closely with the Retirement Manager, recordkeepers, trustees, auditors, actuaries, and other plan service providers to support the ongoing administration of all retirement plans. Assists with audit preparation, responds to data requests, validates reports, and supports compliance with ERISA, plan documents, and internal governance standards.
  • Benefits Communications & Notices: prepares and distributes participant communications, including monthly advisory notices to participants approaching age 65, benefit confirmation letters, trustee directives to initiate, suspend, or modify benefit payments, and correspondence related to life events (including condolence letters to beneficiaries of deceased participants). Assists with researching and reconciling death notifications and beneficiary information received from trustees or third‑party sources.
  • Plan Operations & Data Management: maintains accurate participant records and supports daily plan recordkeeping activities. Coordinates with affiliated packinghouse operations to obtain annual hours, verify service credit, and confirm termination dates. Reconciles monthly benefit distributions by reviewing trustee reports and investigating discrepancies. Ensures proper documentation, file retention, and data integrity in alignment with recordkeeping policies and audit standards
  • Cross‑Functional & Field Collaboration: partners with internal stakeholders, including Payroll, HR Operations, and affiliated business units, to ensure accurate eligibility, service, and compensation data for retirement plan administration. Travels to affiliated locations as needed to support participant education and retirement benefit reviews.
  • Continuous Improvement & Compliance Support: supports the Retirement Manager with special projects, process improvements, and compliance initiatives related to plan administration, audits, and regulatory changes. Attends meetings and training sessions as requested to remain current on retirement plan regulations, best practices, and fiduciary responsibilities.
  • Follows all company policies, procedures, and standards of conduct, and ensures compliance with all applicable laws, regulations, and requirements.
  • Performs other related duties and projects as assigned for the purpose of ensuring the efficient and effective functioning of the department

Minimum Qualifications (Education, Certifications/Licenses, and Experience:

  • Minimum High School or GED
  • Preferred Bachelors degree in Accounting, Business Administration, Human Resources or related field.
  • Preferred Qualified 401(k) Administrator or Certified Benefits Professional
  • Demonstrated ability to work in a highly confidential environment, handling sensitive participant, financial, and personal data with discretion and professionalism.
  • Strong written and verbal communication skills, including the ability to draft clear, accurate, and professional correspondence related to retirement benefits, plan notices, trustee directives, and participant communications
  • Excellent interpersonal and customer service skills, with the ability to effectively communicate complex retirement plan provisions to employees, retirees, beneficiaries, trustees, vendors, and internal stakeholders.
  • Strong analytical and problem‑solving skills, with the ability to review reports, reconcile benefit payments, identify discrepancies, and support audits and compliance reviews.
  • Proficiency in Microsoft Office applications, including advanced use of Excel for reconciliation, reporting, and data analysis; Word for formal documentation; and Outlook for professional correspondence and coordination.
  • Knowledge of, or ability to quickly learn, retirement plan administration concepts, including eligibility, vesting, distributions, beneficiary determinations, recordkeeping, and fiduciary considerations under ERISA and applicable regulations.
  • Ability to collaborate effectively within a team environment, including close partnership with the Retirement Manager, HR Operations, Payroll, Finance, and external service providers to ensure accurate and timely plan administration.
  • Strong organizational skills and attention to detail, with the ability to manage multiple priorities, maintain accurate records, and meet deadlines in a regulated environment.
  • Self‑motivated, adaptable, and flexible team player who demonstrates a willingness to support departmental initiatives and assist with special projects as needed.
  • Ability to safely and successfully perform the essential functions of the position in accordance with organizational standards, including meeting qualitative and quantitative performance expectations.
  • Bilingual (English/Spanish) communication skills required.


Well, what is this job really about?

We are looking for an individual who values hard work, fresh ideas and a commitment to excellence. At Sunkist we value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams and developing people to add value.

At Sunkist, we believe that our strength and longevity is a result of the hard work and dedication from our employee’s contribution Behind our history of innovation and commitment to market leadership is a company devoted to providing continued education, excellent benefits and good working conditions. We provide all the resources you need to support your professional development, including:

  • A variety of choices for Medical, Dental, Vision, Life and Disability insurance
  • Health Care and Dependent Care Spending Accounts.
  • 401K retirement savings plan, Match+
  • Paid holiday and vacation benefits
  • Internal and external training
  • Educational assistance
  • An open job posting system

DISCLAIMER

This job description indicates, in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodation so that qualified employees can perform the essential functions of the job. Nothing in this job description changes the at-will employment relationship existing between Fruit Growers Supply and its employees.


Sunkist is an equal opportunity employer. Employment opportunities are open to all qualified applicants without regard to race, color, creed, sex, gender identity, sexual orientation, religion, marital status, age, national origin or ancestry, citizenship status, immigration status, military or veteran status, physical or mental disability, pregnancy, genetic characteristics, or any other characteristic protected by federal, state, or local laws. AAP/


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