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Retirement Plan Coordinator

Relation Insurance, Inc.

in Walnut Creek CA

Logo for Relation Insurance, Inc.

DEPARTMENT:      Retirement Service

Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities.

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!


The Retirement Plan Coordinator plays a critical role in facilitating the department’s workflow through administrative activities such as but not limited to, retirement plan year end preparation, processing and recordkeeping.  This position requires excellent customer service and problem-solving skills to accurately coordinate flow of information between the client and Retirement Administration Department in a timely, efficient and professional manner.

This position will:

  • Assists in client year end preparation and follow-up including assembling requisite year end requests, reconciliation and review of data received, importing into valuation software and processing documentation
  • Manages client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partners with Plan Administrator for plan valuation, updating gain/loss from recordkeeper, and compliance
  • Processes, submits, and services all retirement plan processes and requests; follows through to completion utilizing paperless procedures (including eSignature) where available
  • Assists in preparation of tracking retirement plan completion reporting on a monthly and/or quarterly basis
  • Maintains Retirement Plan database; defines and ensures adherence to appropriate client service models
  • Assists with expense and revenue specifics for department reporting
  • Manages multiple and competing priorities daily in pursuit of successfully achieving business objectives
  • Participates in a team-based environment to achieve department goals


  • Basic knowledge related to benefit and/or retirement plans, i.e. deferrals, contributions, distributions, loans, calculations, testing, Form 5500, Safe Harbor plans a plus
  • Working knowledge of the laws and regulations associated with ERISA a plus
  • Advanced computer skills (Outlook, Word, Excel and Power Point). Must be computer literate with the ability to quickly learn new software application
  • Customer focused, high integrity, excellent work ethic
  • Willingness to adhere to all principles of confidentiality


  • High School Diploma or its equivalent required; Bachelor’s degree in a business-related field preferred
  • Previous experience in independent financial services preferred

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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