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Best Retirement Jobs in Michigan (NOW HIRING)

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Best Retirement information

What is a retirement planner?

A retirement planner is a financial professional who helps individuals prepare for their retirement years by assessing their financial situation, setting retirement goals, and developing strategies to achieve those goals. They provide advice on saving, investing, and managing assets so that clients can maintain their desired lifestyle after they stop working. Retirement planners may also assist with navigating Social Security, pension plans, healthcare costs, and estate planning to ensure all aspects of retirement are covered.

What are the key skills and qualifications needed to thrive as a retirement planner, and why are they important?

To thrive as a Retirement Planner, you need strong analytical skills, financial planning expertise, and typically a degree in finance or a related field along with certifications such as CFP (Certified Financial Planner). Familiarity with financial planning software, investment analysis tools, and retirement account management systems is essential. Outstanding interpersonal skills, active listening, and trustworthiness help build lasting client relationships and understand their unique retirement goals. These skills ensure clients receive tailored, sound advice for secure and successful retirements.

What are some common challenges faced by retirement planners when helping clients prepare for retirement?

Retirement planners often encounter challenges such as helping clients accurately estimate their future expenses, navigating complex tax and investment options, and addressing concerns about outliving their savings. Additionally, they must tailor plans to each client’s unique needs and adapt strategies as market conditions or client circumstances change. Effective communication and up-to-date knowledge of regulations are essential to guiding clients toward financial security in retirement.

What is the difference between Best Retirement vs Retirement Counselor?

AspectBest RetirementRetirement Counselor
CredentialsVaries; often includes financial planning certificationsTypically requires certifications like Certified Retirement Counselor (CRC)
Work EnvironmentFinancial advisory firms, online platformsFinancial institutions, retirement planning agencies
Industry UsageFinancial services, retirement planningRetirement planning, financial advising
Search & Comparison IntentLooking for top retirement options or plansSeeking advice on retirement planning or counseling

Best Retirement generally refers to top-rated retirement plans or options, focusing on financial products or strategies. Retirement Counselor, on the other hand, is a professional who provides personalized advice and planning services for retirement. While both relate to retirement, one is a product or plan, and the other is a service provided by a professional.

What cities in Michigan are hiring for Best Retirement jobs?

Cities in Michigan with the most Best Retirement job openings:

Best Retirement jobs near you
Infographic showing various Best Retirement job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution.

Retirement Plan Services Specialist

Doeren Mayhew CPAs and Advisors

Grand Rapids, MI

Full-time

Retirement

Posted 11 days ago

Job description

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Our firm is seeking a Retirement Plan Services Specialist to join our Grand Rapids, MI office. The Retirement Plan Services Specialist will support a variety of operational, implementation, document and administrative functions within our Retirement Plan Services department. This is not a traditional plan administrator role. Instead, this position will work across multiple areas of the department, providing support to plan administrators, implementation staff, department leadership, and our clients.

Responsibilities:

  • Preparing and processing plan documents, amendments, resolutions, and related participant communications
  • Assisting with new plan installations, plan conversions, and TPA transitions
  • Preparing retirement plan proposals and supporting plan design projects
  • Drafting and coordinating engagement letters and related service documentation
  • Processing payroll contribution files and assisting with contribution-related reconciliations
  • Supporting retirement plan administrators with annual administration and other client needs
  • Assisting with participant distributions, loans, and other transaction-related requests
  • Maintaining and updating client files, internal systems, databases, and workflow records
  • Reconciling recordkeeper payments, revenue reports, and other departmental financial information
  • Coordinating with recordkeepers, financial advisors, payroll providers, clients, and internal team members
  • Identifying opportunities to improve processes, strengthen internal controls, and use technology more effectively
  • Assisting with special projects and other departmental priorities as needed

Qualifications:

  • Bachelor’s degree preferred
  • Prior experience in retirement plan administration, recordkeeping, implementation, plan documents, or a related retirement plan role
  • A general understanding of 401(k), profit sharing, and other qualified retirement plans
  • Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
  • Comfortable learning and working within multiple software platforms and technology systems
  • Experience with FT William retirement plan software is preferred
  • Strong organizational skills and attention to detail
  • The ability to manage multiple projects and shift priorities
  • Strong written and verbal communication skills
  • The ability to work independently while also collaborating with a broader team

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.