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401 K Recordkeeper Jobs (NOW HIRING)

Cerity Partners

Client Relationship Associate

Chicago, IL · On-site

$60K - $75K/yr

Experience servicing workplace retirement plans- RIA, recordkeeper, TPA, or plan sponsor benefits ... Health, dental, and vision insurance - day 1! * 401(k) savings and investment plan options with 4% ...

IEEE

NJ · On-site

$120 - $180/hr

Additionally, this role administers IEEE's retirement and savings programs, including 401(k) and Defined Contribution Retirement Plan contributions, reconciliations, and recordkeeper coordination ...

IEEE

Global Payroll Lead

Piscataway, NJ · On-site

Additionally, this role administers IEEE's retirement and savings programs, including 401(k) and Defined Contribution Retirement Plan contributions, reconciliations, and recordkeeper coordination ...

ISP RAS

Global Payroll Lead

Piscataway, NJ · Hybrid

Additionally, this role administers IEEE's retirement and savings programs, including 401(k) and Defined Contribution Retirement Plan contributions, reconciliations, and recordkeeper coordination ...

401GO

Tenant Support Manager

Sandy, UT · On-site +1

The TSM requires a blend of 401(k) compliance knowledge, strong customer service instincts, and ... Prior work at a TPA, recordkeeper, or retirement fintech serving small-to-mid-size or enterprise ...

Ceritypartners

Client Relationship Associate

Chicago, IL · On-site

$60K - $75K/yr

Experience servicing workplace retirement plans- RIA, recordkeeper, TPA, or plan sponsor benefits ... Health, dental, and vision insurance - day 1! * 401(k) savings and investment plan options with 4% ...

Tech9

Tenant Support Manager

Sandy, UT · On-site

$70 - $110/hr

The TSM requires a blend of 401(k) compliance knowledge, strong customer service instincts, and ... Prior work at a TPA, recordkeeper, or retirement fintech serving small-to-mid-size or enterprise ...

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401 K Recordkeeper information

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How much do 401 k recordkeeper jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for 401 k recordkeeper in the United States is $51.41, according to ZipRecruiter salary data. Most workers in this role earn between $38.46 and $61.06 per hour, depending on experience, location, and employer.

What is a 401(k) recordkeeper?

A 401(k) recordkeeper is a company or service provider responsible for managing the day-to-day administrative tasks of a 401(k) retirement plan. This includes tracking employee contributions, investment selections, account balances, and processing transactions like loans or distributions. Recordkeepers also provide plan participants with account access and statements, ensure compliance with regulations, and generate required reports for employers. They play a critical role in keeping the plan running smoothly and accurately.

What are the key skills and qualifications needed to thrive as a 401(k) recordkeeper?

To thrive as a 401(k) Recordkeeper, you need a solid understanding of retirement plan administration, attention to detail, and familiarity with compliance regulations, often supported by a degree in finance, accounting, or a related field. Proficiency with recordkeeping platforms, payroll systems, and knowledge of IRS and Department of Labor regulations is essential, and certifications like ASPPA or NIPA are advantageous. Strong organizational skills, problem-solving abilities, and effective communication with clients and plan participants set top performers apart. These skills ensure accurate plan management, regulatory compliance, and trust with clients, which are critical to the success and integrity of retirement plans.

What are some common challenges faced by 401(k) recordkeepers, and how can they be managed?

401(k) Recordkeepers often encounter challenges such as staying current with evolving regulatory requirements and ensuring the accuracy of participant data. Managing large volumes of sensitive financial information requires strong attention to detail and frequent communication with plan sponsors and participants. To address these challenges, recordkeepers typically use specialized software, participate in ongoing training, and work closely with compliance teams to ensure all processes meet legal and industry standards.

What is the difference between 401 K Recordkeeper vs 401 K Plan Administrator?

Aspect401 K Recordkeeper401 K Plan Administrator
Primary RoleManages recordkeeping, participant data, and account informationOversees plan compliance, legal requirements, and plan operations
CredentialsTypically requires financial or administrative certificationsOften requires compliance or plan administration certifications
Work EnvironmentFinancial services firms, third-party providersEmployers, consulting firms, or third-party administrators

The main difference is that a 401 K Recordkeeper focuses on maintaining accurate participant records and account data, while a 401 K Plan Administrator handles overall plan compliance and operational oversight. Both roles are essential in managing retirement plans but serve distinct functions within the industry.

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What states have the most 401 K Recordkeeper jobs?

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401 K Recordkeeper jobs near you
Infographic showing various 401 K Recordkeeper job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 67% Physical, 9% Hybrid, and 24% Remote job distribution, with an average salary of $106,928 per year, or $51.4 per hour.

Asset Management - Everyday 401k Internal Client Advisor - Associate

JPMorgan Chase & Co

Chicago, IL

Full-time

Medical, Retirement

Re-posted 26 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Job Summary

As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.

Job Responsibilities

  • Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.

  • Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.

  • Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.

  • Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.

  • Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.

  • Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.

  • Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.

Required qualifications, capabilities and skills 

  • 2+  years of financial sales experience

  • Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships 

  • Proven success with multi-tasking and staying on top of priorities 

  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)

  • Capacity to build relationships across entire organization and with our partner firms (strength managing relationships) 

  • Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space. 

  • Excellent written and verbal communication skills 

  • Ability to effectively leverage our resources 

  • Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66) 

Preferred qualifications, capabilities and skills

  • Bachelor's degree preferred 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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