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Internship Retirement Plan Services Jobs (NOW HIRING)

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA · On-site

  • Retirement

This is a great opportunity for a right candidate who wants to be in the financial services ... Perform research as needed to respond to retirement plan questions * Prepare materials and ...

KerberRose S.C.

Retirement Plan Service Consultant

Shawano, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin ... KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to ...

Mercer Advisors

Retirement Plan Specialist

Denver, CO · On-site +1

Service Plan Execution : o Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. o ... Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after ...

Mutual of America

Retirement Plan Specialist

Providence, RI · On-site +1

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Retirement Plan Specialist Location: Providence, RI (hybrid) Who We Are: At Mutual of America ... Today, we provide these services also to for-profit companies, as well as to governmental entities ...

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Internship Retirement Plan Services information

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

As of Aug 15, 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 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.

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.
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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, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $32,333 per year, or $15.5 per hour.

VP, Retirement Plan Services

USI Holdings Corporation

Woburn, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Description and Requirements
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build relationships and drive profitability, satisfaction, and organic growth. Responsible for leading new business expansion. Consult with USI's Property & Casualty and Employee Benefit clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform.
Responsibilities:
  • Drive consistent and predictable profitability and organic growth to support overall revenue goals.
  • Lead new business growth. Identify new clients and profitable cross-sell opportunities. Direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
  • Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.
  • Achieve annual production requirement.
  • Participate in meetings on preparing for first appointments, advancing, and closing business.
  • Manage multiple facets of the sales process. Includes meetings, follow-up tasks, phone calls, proposals, creating presentations and materials, and closing business.
  • Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
  • Use USI resources to research prospects and develop customized messaging for prospects.
  • Understand and explain USI's competitive differentiation to clients and prospects.
  • Use USI's contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
  • Participate in USI sales training programs.

Knowledge, Skills and Abilities:
  • 3+ years of experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.
  • Bachelor's degree preferred, or an equivalent combination of education and experience.
  • Must hold or obtain Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance licenses.
  • Knowledge of retirement programs highly preferred.
  • Able to travel up to 25% of the time based on territory.
  • Strong technical retirement knowledge on plan design, service, and investments.
  • Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
  • Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
  • Exceptional organizational skills as well as communication and presentation skills.
  • A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
  • Excellent listening skills with strong customer focus.
  • Ability to deal with senior level management and have a top-level executive presence.

Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.

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