Retirement Coordinator

My Career Site • Rancho Cordova, CA

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About The Position

Pacific Coast Companies is seeking a detail-oriented and motivated individual to join our Retirement Services team as an Entry-Level Retirement Plan Administrator. This role supports the administration and accounting of employer-sponsored retirement plans, including 401(k) and defined benefit plans. The ideal candidate will have a strong foundation in accounting principles, excellent organizational skills, and a desire to grow within the retirement plan industry.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• Strong attention to detail and analytical skills.
• Proficiency in Microsoft Excel and other Office applications.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Interest in pursuing professional designations (e.g., QKA, ASPPA, CEBS) is a plus.

Nice To Haves

• Internship or coursework related to retirement plans, benefits administration, or accounting.
• Familiarity with retirement plan platforms or recordkeeping systems.

Responsibilities

• Assist in the preparation and reconciliation of retirement plan financial statements.
• Process participant contributions, distributions, loans, and rollovers in accordance withplan rules and IRS regulations.
• Maintain accurate plan records and ensure timely data entry and updates.
• Support annual compliance testing and government filings (e.g., Form 5500).
• Communicate with plan sponsors, participants, and third-party vendors to resolveinquiries and ensure smooth plan operations.
• Assist in preparing plan audits and year-end reporting packages.
• Monitor plan transactions for accuracy and compliance with ERISA and DOLregulations.
• Participate in internal training and development programs to build industry knowledge.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level