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Internship Retirement Plan Services Jobs (NOW HIRING)

1st Source

Retirement PLAN Specialist

South Bend, IN · On-site

1st Source Bank is seeking a Compliance Officer for Retirement Plan Services in South Bend, IN. The role ensures all retirement plans comply with ERISA, IRS, and DOL regulations and coordinates ...

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

As of Sep 4, 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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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 Specialist

Doeren Mayhew

Grand Rapids, MI

Full-time

Retirement

Posted 23 days ago

Key responsibilities

  • Support the preparation and processing of plan documents, amendments, resolutions, and participant communications.

  • Assist with new plan installations, plan conversions, and TPA transitions, and support retirement plan administration and client needs.

  • Maintain and update client files, reconcile departmental financial information, and coordinate with recordkeepers, financial advisors, and clients.

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:

  • Bachelors 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.

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