1

Retirement Plan Processor Jobs in Pasadena, CA (NOW HIRING)

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.

Apply now to move to the next step in our recruiting process. If this role isn't what you're ... retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about ...

Drive process improvements and program enhancements. What You Bring: * Bachelor's degree required. * 4-6 years of retirement plan administration or benefits experience. * Knowledge of retirement plan ...

... process IRA and Qualified Retirement Plan (QRP) contributions, distributions, rollovers, transfers, and related requests Process specialized retirement transactions, including excess contribution ...

next page

Showing results 1-20

Retirement Plan Processor information

See Pasadena, CA salary details

$9

$18

$28

How much do retirement plan processor jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for retirement plan processor in Pasadena, CA is $18.26, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $20.96 per hour, depending on experience, location, and employer.

What does a retirement plan processor do?

A Retirement Plan Processor is responsible for handling the administrative tasks related to retirement savings plans, such as 401(k)s and pension plans. They process participant transactions like enrollments, contributions, distributions, and rollovers, ensuring compliance with federal regulations and plan rules. The role also involves maintaining accurate records, communicating with plan participants, and assisting with audits or reporting requirements. Attention to detail and knowledge of retirement plan laws are important in this position.

What are the key skills and qualifications needed to thrive as a retirement plan processor, and why are they important?

To thrive as a Retirement Plan Processor, you need a solid understanding of retirement plan regulations, attention to detail, and experience in financial or benefits administration, often supported by a relevant degree. Familiarity with recordkeeping platforms, compliance software, and proficiency in Microsoft Excel are typically required, and ASPPA or related certifications are advantageous. Strong organizational skills, effective communication, and problem-solving abilities help you excel in managing complex transactions and client inquiries. These skills and qualifications ensure accurate processing, regulatory compliance, and high-quality client service in a detail-oriented environment.

What are some common challenges faced by retirement plan processors, and how can they be effectively managed?

Retirement Plan Processors often encounter challenges such as interpreting complex plan documents, ensuring compliance with evolving regulations, and managing tight deadlines for contributions and distributions. Staying detail-oriented and organized is crucial, as is keeping up-to-date with regulatory changes through ongoing training. Collaborating closely with compliance teams and utilizing robust workflow management tools can help address these challenges and ensure accuracy in daily processing tasks.

What is the difference between Retirement Plan Processor vs Retirement Plan Administrator?

AspectRetirement Plan ProcessorRetirement Plan Administrator
CertificationsTypically requires industry-specific certifications or trainingOften holds certifications like CFP or CPFA
Work EnvironmentMostly in office, handling transactions and data entryInvolves oversight, client interaction, and compliance
Employer & Industry UsageCommon in financial services, retirement plan providersUsed in larger firms managing multiple plans
Primary ResponsibilitiesProcessing contributions, distributions, and account updatesPlan oversight, compliance, and client communication

The main difference is that Retirement Plan Processors focus on executing transactions and data entry, while Retirement Plan Administrators oversee plan compliance and client relations. Both roles are essential in the retirement industry but differ in scope and responsibilities.

What are popular job titles related to Retirement Plan Processor jobs in Pasadena, CA?

For Retirement Plan Processor jobs in Pasadena, CA, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Processor jobs in Pasadena, CA look for?

The top searched job categories for Retirement Plan Processor jobs in Pasadena, CA are:

What cities near Pasadena, CA are hiring for Retirement Plan Processor jobs?

Cities near Pasadena, CA with the most Retirement Plan Processor job openings:

Retirement Plan Specialist

Voya Financial, Inc.

Los Angeles, CA • On-site

$77K - $96K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago


Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

86th of 151 rated financial services


Job description

Together we fight for everyone's opportunity for a better financial future.
We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now
Profile Summary:
***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 Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
  • Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
  • Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
  • Work with Plan Sponsors to increase participation among their employees.
  • Contribute to the development and implementation of presentation material.
  • Assist in scheduling retirement seminars/one-on-one appointments.
  • Maintain compliance with all firm and FINRA regulatory requirements.
  • May provide guidance and training to more junior staff
  • Additional responsibilities may be assigned

Knowledge & Experience:
  • Minimum 3 years of experience in retirement/financial services
  • Bachelor's degree or equivalent experience
  • FINRA Series 6 or 7 and 63, 65
  • Strong interpersonal & communication skills
  • Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
  • Looks for ways to improve and promote quality
  • Strong organization skills; demonstrates accuracy and thoroughness
  • Ability to travel

#LI-NV1
Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$77,580 - $96,980 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan - with generous company matching contributions (up to 6%)
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more aboutCritical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes

What Voya Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom