Retirement Plan Administration Analyst

About the role

Blue Ridge Associates is seeking a Retirement Plan Administration Analyst to support our clients and industry. This role is based in Monrovia, CA.

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
• 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

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
• Able to learn and retain key concepts quickly
• Able to meet deadlines, manage workloads, and work effectively during peak periods
• Strong organizational skills with exceptional attention to detail
• Able to work on multiple projects concurrently and multi-task with accuracy and dependability
• Demonstrated integrity, professionalism, and self-motivation
• Ability to commute daily to the Monrovia, CA office

Preferred Experience and Qualifications

• Associate or bachelor's degree in business finance, accounting, mathematics, or a related field
• 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

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

Pay

The anticipated hiring range for this position is $24.03 - $26.92 per hour. Compensation may vary based on geographic location, relevant experience, education and training, key skills, internal equity, and business needs.