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Retirement Plans Associate Jobs in California (NOW HIRING)

PIMCO

Retirement Sales Associate

Newport Beach, CA · On-site

$15 - $20.50/hr

... plans) segments of the retirement market, providing sales expertise and specialized product support ... The Retirement Sales Associate's primary role is to drive sales and build relationships with ...

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Retirement Plans Associate information

What does a retirement plans associate do?

A Retirement Plans Associate is responsible for administering and managing retirement plans, such as 401(k)s and pension plans, for organizations and their employees. They ensure compliance with federal regulations, answer participant questions, process contributions and distributions, and may assist with plan design and testing. Their role is essential in helping employees plan and save for retirement while ensuring the plan operates smoothly and meets legal requirements.

What skills and qualifications are needed to thrive as a retirement plans associate?

To thrive as a Retirement Plans Associate, you need strong knowledge of retirement plan regulations, financial principles, and typically a bachelor's degree in finance, business, or a related field. Familiarity with recordkeeping systems, compliance software, and professional certifications such as ASPPA or CEBS is often required. Excellent attention to detail, client communication, and problem-solving skills help you deliver accurate and responsive service. These abilities ensure regulatory compliance, client satisfaction, and effective administration of retirement plans.

What are common challenges retirement plans associates face when assisting clients with plan administration?

Retirement Plans Associates often encounter challenges such as navigating complex regulatory requirements, managing tight deadlines during plan year-end processes, and communicating technical plan details to clients who may not be familiar with retirement terminology. Staying updated on changing IRS and Department of Labor regulations is crucial, as errors can have significant compliance implications. Strong organizational skills and clear client communication are essential to ensure smooth plan administration and positive client experiences.

What are the most commonly searched types of Retirement Plans jobs in California?

The most popular types of Retirement Plans jobs in California are:

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

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

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

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

What cities in California are hiring for Retirement Plans Associate jobs?

Cities in California with the most Retirement Plans Associate job openings:

Retirement Plans Associate jobs near you

Retirement Plan Compliance Administrator, (BCS)

Strongpoint Partners

Chico, CA • Remote

Full-time

Posted 27 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.