Retirement Plan Administration Analyst

Transition Finance Strategies • Monrovia, CA

1d • $24 - $27 • Onsite

About The Position

Retirement Plan Administration Analyst Monrovia, CA (On-site) 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 retirement plan 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 401(k) Plans and Employee Stock Ownership Plans (ESOPs). Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Monrovia, 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.

Requirements

• Understanding of trust accounting principles or prior experience with account reconciliation
• Experience working with retirement plans, payroll and census data, or retirement plan recordkeeping systems
• Strong familiarity with financial concepts, including contributions, distributions, and account balances.
• Intermediate Microsoft Excel skills (e.g., sorting, filtering, basic formulas, etc.)
• Excellent oral and written communication skills
• Strong client relations and client-service mindset
• Ability to learn and retain key concepts quickly
• Ability to meet deadlines, manage workloads, and work effectively during peak periods.
• Strong organizational skills with exceptional attention to detail.
• Ability to work on multiple projects concurrently and multi-task with accuracy and dependability.
• Demonstrated integrity, professionalism, and self-motivation.
• Must be able to commute daily to the Monrovia, CA office.

Nice To Haves

• Associate or bachelor's degree in business finance, accounting, mathematics, or a related field. Equivalent skills and industry experience will be considered in lieu of a degree.
• Prior experience supporting consultants or specialists in a financial or benefits-related environment.
• Experience with defined benefit (DB) or defined contribution (DC) plans.
• Familiarity with Datair, FT William, or similar plan administration software
• Knowledge of IRS rules related to retirement plans including RMD and force-out rules
• Aptitude and accounting and mathematics beyond basic reconciliation
• Strong collaboration skills and experience working cross-functionally
• Multilingual candidates highly preferred – especially those fluent in Mandarin, Cantonese, or Spanish to better serve our client base.

Responsibilities

• Census reconciliation
• Review and identify missing, inconsistent, or incorrect employee data
• Communicate with clients to request missing information, clarify discrepancies, and ensure all census data is complete and accurate
• Load corrected census data to testing software (FT William or Datair)
• Resolve data issues independently when possible and escalate complex cases to consultants as needed
• Trust accounting and reconciliation
• Conduct basic trust accounting by comparing client-provided census data with recordkeeper reports (e.g., John Hancock, Principal, Voya, American Funds, Ascensus/Vanguard, etc.)
• Identify and resolve discrepancies such as missing contributions, incorrect amounts, or misapplied payments
• Complete basic reconciliations independently and collaborate with consultants on more complex cases
• Deliver a fully reconciled, “clean” census to consultants for compliance testing
• Year-End Support
• Complete force-out packages and Required Minimum Distributions (RMDs) for eligible employees
• Compile valuation reports
• Collaboration and Quality Assurance
• Work closely with consultants and managers to review final census and reconciliation work
• Communicate professionally with clients to build rapport, gather information, resolve issues, and ensure data accuracy
• Maintain organized documentation and follow established procedures for data handling and plan processing
• Other duties as assigned

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree