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Internship Retirement Plan Services Jobs (NOW HIRING)

Pennmutual

Retirement Plan Services Manager

$115K - $130K/yr

The Retirement Plan Services Manager (RPSM) leads the strategy, development, and ongoing support of HTK's qualified and non-qualified retirement plan platform. This includes designing and executing ...

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How much do internship retirement plan services jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for internship retirement plan services in the United States is $15.54, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $17.55 per hour, depending on experience, location, and employer.

What is internship retirement plan services?

Internship Retirement Plan Services refer to internship opportunities where students or recent graduates work with retirement plan teams at financial firms or organizations. These interns assist with tasks related to 401(k) plans, pension plans, and other employee retirement benefits. Duties may include preparing plan documents, helping with compliance checks, supporting client communications, and learning about regulations like ERISA. The internship provides hands-on experience in the retirement services industry and helps interns develop skills for a career in finance or benefits administration.

What types of projects or tasks can an intern expect to work on in a retirement plan services internship?

As an intern in Retirement Plan Services, you can expect to support the team by assisting with plan administration, preparing participant communications, and helping analyze retirement plan data. You'll often collaborate with experienced consultants and client service managers, gaining hands-on experience in compliance testing, regulatory research, and client reporting. This role offers a great opportunity to develop technical knowledge of retirement plan regulations and to build skills in client communication and teamwork.

What are the key skills and qualifications needed to thrive in internship retirement plan services, and why are they important?

To thrive in an Internship Retirement Plan Services role, you generally need a solid understanding of finance or business principles, attention to detail, and strong analytical abilities, often supported by progress toward a relevant degree. Familiarity with retirement plan administration software, Excel, and possibly financial reporting systems is typically expected. Effective communication, teamwork, and a proactive attitude are valuable soft skills that help interns contribute meaningfully and learn quickly. These skills enable interns to accurately support plan administration, collaborate with clients and teams, and build a foundation for a future career in retirement services.

What is the difference between Internship Retirement Plan Services vs Retirement Plan Advisor?

AspectInternship Retirement Plan ServicesRetirement Plan Advisor
CredentialsTypically no certifications required; internship experienceCertifications like CFP, CFA often required
Work EnvironmentInternship setting, learning-focused, entry-levelClient-facing, advisory, professional consulting
Employer & Industry UsageFinancial services firms, HR departmentsFinancial advisory firms, banks, investment companies

Internship Retirement Plan Services roles focus on supporting retirement plan operations and gaining industry experience, often without requiring certifications. Retirement Plan Advisors provide personalized advice to clients, requiring certifications and professional expertise. The internship is a learning position, while the advisor role is a client-focused professional career.

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What states have the most Internship Retirement Plan Services jobs?

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Internship Retirement Plan Services jobs near you
Infographic showing various Internship Retirement Plan Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $32,333 per year, or $15.5 per hour.

Retirement Plan Services Consultant

Golden Valley, MN • On-site

Nicolet National Bank
Commercial Banking • 201 - 500 employees

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 173 rated banks

People enjoy working here

Good employer

Respectful managers

Learn more about Nicolet National Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
  • Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
  • Develop new retirement plan services and trust business.
  • Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
  • Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
  • Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
  • Support and participate in the management of the bank’s goals and objectives through referrals and cross selling opportunities.
  • Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • Bachelor’s degree in business, Finance or related field of study preferred
  • Two years in finance, investment, or trust environment
  • PC, phone system, general office equipment
  • Proficiency with Microsoft Office applications
  • Ability to maintain strict confidentiality
  • Ability to effectively promote Nicolet as a bank of choice
  • In-depth knowledge of banking positions
  • Strong organizational, multi-tasking and prioritizing skills
  • Self-motivated and resourceful

Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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