Retirement Coordinator

Risk Management Analyst

Pacific Coast Companies, Inc.
Location: Rancho Cordova, CA
Department: Retir,ement Services/Treasury
Salary: $26.45 - $31.25/hour dependant upon experience

Job Summary:

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. 

Key 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.

Qualifications:

• 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.

Preferred Skills (Not Required):

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

Career Path:

This role offers a clear path to more advanced positions such as Retirement Plan Administrator, Compliance Analyst, or Plan Consultant, with opportunities for certification and specialization.