Talent.com
Retirement Plan Administration Analyst
Retirement Plan Administration AnalystTransition Finance Strategies LLC • Pasadena, CA, United States
serp_jobs.error_messages.no_longer_accepting
Retirement Plan Administration Analyst

Retirement Plan Administration Analyst

Transition Finance Strategies LLC • Pasadena, CA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Retirement Plan Administration Analyst

Pasadena, CA

  • 401(k) and Pension

Where Technical Expertise Meets Purpose-Driven Impact

Use your retirement plan knowledge to help employees across the country build financial independence.

At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We're proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.

Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission : to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.

About Blue Ridge Associates

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP recordkeeping and administration services in the country, and we continue to grow our retirement services business (401(k), DB, CB).

That's Where You Come in as a Retirement Plan Administration Analyst

Blue Ridge Associates is seeking a Retirement Plan Administration Analyst that will be an ambassador of our organization to our clients and industry.

An analyst is primarily responsible for :

  • All aspects of engagement management
  • Client communication
  • Compliance and discrimination testing
  • Transaction administration
  • Distribution and loan processing
  • Regulatory reporting
  • Other duties as assigned
  • What We're Looking for in a Retirement Plan Administration Analyst

    The ideal Analyst will be :

  • Organized
  • Detail-oriented
  • Self-motivated
  • Capable of manage their own caseload and deadlines
  • Requirements

    Retirement Plan Administration Analyst Requirements

  • Prior experience working with retirement plans (defined benefit / defined contribution plans a plus)
  • Highly preferred if a candidate can speak Mandarin, Cantonese, or Spanish to better serve our clients
  • Must be able to commute to our Pasadena, CA office daily
  • Excellent oral and written communication skills
  • Ability to learn and retain key concepts
  • Associate or bachelor's degree preferred (Equivalent skills and industry experience will be considered in lieu of a degree)
  • Must have a strong familiarity with financial concepts
  • Excellent customer relations skills
  • Aptitude in accounting and math
  • Intermediate Microsoft Excel skills
  • Ability to meet deadlines and manage workloads
  • Excellent organizational skills
  • Ability to work on several projects concurrently
  • Ability to multi-task with accuracy, dependability, sense of integrity, and self-motivated
  • Ability to meet deadlines timely
  • Exceptional attention to detail with excellent organizational skills
  • Strong collaboration skills
  • Professionalism
  • Why You'll Love Working Here as a Retirement Plan Administration Analyst

    You'll join a company that values hard work, supports each other, and believes in doing work that matters.

    We offer :

  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture : happy hours, social events, employee-led committees, and volunteer opportunities
  • Join Us as We Build Wealth for Generations

    Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

    We live by our values every day :

  • Precision - Accurate records, timely and error-free service
  • Efficacy - Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy - Supporting regulatory changes that benefit employers and employees
  • Collaboration - Trusted partners to clients, advisors, and teammates
  • Excellence - Proactive, personalized, high-touch service in all we do
  • This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.

    Apply now and make a career out of making a difference!

    Equal Opportunity Employer

    Must be authorized to work in the US.

    Salary Description

    $24.03 - $27.88

    serp_jobs.job_alerts.create_a_job

    Retirement Analyst • Pasadena, CA, United States

    Job_description.internal_linking.related_jobs
    Financial Planner, Investment Retirement Planning

    Financial Planner, Investment Retirement Planning

    Edward Jones • Covina, CA, US
    serp_jobs.job_card.full_time
    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Planning Analyst (Budget and Systems)

    Planning Analyst (Budget and Systems)

    eTeam Inc • Costa Mesa, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Title : Planning Analyst (Budget and Systems).Baker St, Costa Mesa, CA, 92626.Duration : 12 months with a possibility of extension. Remote / On-site / Hybrid : 100% on-site from day 1.Local or non-local : L...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Facilities Project Planner (Mid- Level or Sr) Huntington CA

    Facilities Project Planner (Mid- Level or Sr) Huntington CA

    Msccn • Huntington Beach, California, USA
    serp_jobs.job_card.full_time
    ATTENTION MILITARY AFFILIATED JOB SEEKERS.Our organization works with partner companies to source qualified talent for their open roles. The following position is available to.Veterans Transitioning...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Enrollment Specialist - Paid Training + Career Growth

    Enrollment Specialist - Paid Training + Career Growth

    Ascend Marketing Group • Norwalk, California, United States
    serp_jobs.job_card.full_time
    As the Enrollment Specialist, you drive profitable sales growth by creating and executing all hiring plans and ensuring all Customer Service Representatives are trained on all company programs, ini...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    LVN Discharge Planner, Care Management, Full time, 1030am-8pm

    LVN Discharge Planner, Care Management, Full time, 1030am-8pm

    PIH Health • Whittier, California, USA
    serp_jobs.job_card.full_time
    The LVN Discharge Planner provides discharge planning by collaboratively determining level of care needs beyond acute care providing decision support to patients and families and physicians managin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Discharge Planner - Case Management - Lakewood - FT Days

    Discharge Planner - Case Management - Lakewood - FT Days

    University of California - Irvine Health • Lakewood, CA, United States
    serp_jobs.job_card.full_time
    University of California, Irvine, and the only academic health system based in Orange County.UCI Health is comprised of its main campus,. UCI Health Community Network in Orange and Los Angeles count...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Scheduling Specialist

    Scheduling Specialist

    WelbeHealth • Rosemead, California, USA
    serp_jobs.job_card.full_time
    The WelbeHealth PACE program helps seniors stay in their homes and communities by providing medical care and community-based services. We provide all-inclusive care for seniors including medical den...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Planning & Analysis Analyst

    Financial Planning & Analysis Analyst

    AECOM • Orange, California, USA
    serp_jobs.job_card.full_time
    AECOM is seeking an FP&A Analyst to support the development and achievement of the organizations goals and objectives by providing accurate insightful and timely finance support analysis and co...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Specialist, Government Property Analyst

    Specialist, Government Property Analyst

    L3 Technologies • Anaheim, CA, United States
    serp_jobs.job_card.full_time
    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers' mission and quest ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Provider Network Pricing Analyst - Remote for Pacific / Hawaii Time Zones

    Senior Provider Network Pricing Analyst - Remote for Pacific / Hawaii Time Zones

    UnitedHealth Group • Cypress, CA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Employee Relations Partner Sr Westminster, CO

    Employee Relations Partner Sr Westminster, CO

    Ent Credit Union • Westminster, California, USA
    serp_jobs.job_card.full_time
    This is an in-office position based out of Ent Credit Union Northern Operations Center in Westminster CO.This is not a fully remote eligible position. Employee Relations Partner (ERP) serves as a su...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Benefactor Progrm Liaison (RN) : Administration

    Benefactor Progrm Liaison (RN) : Administration

    Hoag Memorial Hospital Presbyterian • Newport Beach, CA, United States
    serp_jobs.job_card.temporary
    Primary Duties And Responsibilities.The Hoag Memorial Hospital Presbyterian Benefactor Program was created and implemented by Hoag Hospital Foundation staff in partnership with Hoag Hospital admini...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Benefits Analyst II

    Benefits Analyst II

    Trinus • Newport Beach, California, USA
    serp_jobs.job_card.full_time +1
    Job Title : Benefits Analyst II.Location : Newport Beach CA 92660.Duration : 7 months Contract (Good Possibilities of extension). As the Benefits Analyst- Leave of Absence you will work closely with th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    2026 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

    2026 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

    Goldman Sachs • Newport Beach, CA, United States
    serp_jobs.job_card.full_time
    Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree.You will be fully immersed in our day-to-day activities.Attend orientation whe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Sr. Combo Retirement Plan Administrator, (BEI)

    Sr. Combo Retirement Plan Administrator, (BEI)

    Strongpoint Partners • Santa Ana, CA, US
    serp_jobs.job_card.full_time
    Combo Retirement Plan Administrator, (BEI).BEI) is seeking a detail-oriented and client-focused Sr.Combo Retirement Plan Administrator to manage a block of Defined Benefit and Defined Contribution ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Retirement Plan Specialist

    Retirement Plan Specialist

    Automatic Data Processing • La Palma, CA, US
    serp_jobs.job_card.full_time
    Unlock your career potential : Sales at ADP.It takes a relentless team to lead an industry.ADP's world-class sales team is driving our global growth as a worldwide leader of workforce solutions.If y...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Planner Analyst

    Planner Analyst

    CCS Corp • Santa Ana, CA, United States
    serp_jobs.job_card.full_time
    Bachelor of Science in Business, Finance, Supply Chain Management and or Automotive.Supply Chain Management : MRP, logistics management, forecasting and planning, costing. Analyzes changes to Enginee...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mid-Level Integrated Planning and Scheduling Analyst

    Mid-Level Integrated Planning and Scheduling Analyst

    Boeing • Seal Beach, California, USA
    serp_jobs.job_card.full_time +1
    Mid-Level Integrated Planning and Scheduling Analyst.Boeing Defense Space & Security (BDS) has an exciting opportunity for a. Integrated Planningand Scheduling (IP&S) Analyst.Experimental Sy...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted