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Finance 🏢 Full Time ⭐️ Verified

Pension Plan Specialist

California State Treasury
San Jose, CA
Estimated Salary
USD 75.000 – USD 95.000
Live Update
12 Agustus 2026
Deadline
12 Agu 2027

Job Description

Join California's premier public pension fund as a Pension Plan Specialist in our urgent hiring initiative. This high-impact role safeguards retirement security for thousands of public servants while driving innovative financial strategies. Work in a collaborative environment with competitive benefits, professional development opportunities, and the satisfaction of serving your community.

Responsibilities

  • Administer pension benefits calculations, distributions, and compliance reporting
  • Analyze financial data and market trends to optimize fund performance
  • Develop retirement planning materials and conduct employee education workshops
  • Collaborate with investment teams to align pension strategies with long-term goals
  • Ensure adherence to ERISA, IRS, and California state regulations
  • Manage stakeholder communications including retirees, employers, and board members

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
  • 3+ years of pension plan administration or benefits experience
  • Certified Pension Consultant (CPC) or similar designation
  • Advanced proficiency in Excel, pension software (e.g., Millennium), and BI tools
  • Deep understanding of defined benefit plans, 401(k) regulations, and fiduciary responsibilities
  • Exceptional analytical skills with attention to detail
  • Strong communication skills for stakeholder education

Required Skills

Pension Administration Financial Analysis ERISA Compliance Stakeholder Communication Benefits Management Excel Financial Modeling

Ready to Take This Challenge?

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