Retirement Plan Administration Analyst

Description

Monrovia, CA (On-site), 401(k) and Pension

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.

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).

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

A Retirement Plan Administration Analyst is primarily responsible for:

• 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 escalated 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

• Motivated to solve problems
• Driven to help others
• Organized
• Detail-oriented
• Capable of managing deadlines and priorities
• A clear and professional communicator
• A collaborative and supportive team member

• 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…