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Internship Retirement Plan Services Jobs (NOW HIRING)

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 ...

Voya Financial, Inc.

Retirement Plan Specialist

Los Angeles, CA · On-site

$77K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Minimum 3 years of experience in retirement/financial services * Bachelor's degree or equivalent ...

Mutual of America

Retirement Plan Specialist

Conshohocken, PA · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Retirement Plan Specialist Location: Philadelphia, PA or Baltimore, MD Who We Are: At Mutual of ... Today, we provide these services also to for-profit companies, as well as to governmental entities ...

Sentinel Group

Retirement Plan Consultant

Wakefield, MA · On-site +1

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Retirement Plan Services Location: Hybrid or Remote The Purpose of Your Role: The Plan Consultant position offers a retirement plan professional the opportunity to manage a book of clients while ...

Sentinel Group

Retirement Plan Consultant

Wakefield, MA · Remote

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Retirement Plan Services Location: Hybrid or Remote The Purpose of Your Role: The Plan Consultant position offers a retirement plan professional the opportunity to manage a book of clients while ...

M3 Placement

Retirement Plan Educational Specialist

Utica, NY · On-site

$62K - $82K/yr

  • Medical

  • Retirement

  • PTO

Our client, Strategic Financial Services, is looking for motivated professionals who can supports ... retirement plan-related experience desirable. In addition to working with a team of highly ...

Sentryinsurance

Retirement Plan Consultant

Kansas City, KS · On-site +1

$68K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants. We provide everything you need to carve out a career filled with success ...

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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 16, 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.

Retirement Plan Specialist

Mutual of America Financial Group

Atlanta, GA • On-site, Remote

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

 Mutual of America Financial Group

Job Title: Retirement Plan Specialist
Location: Atlanta, GA (hybrid) or Jacksonville, FL (Remote)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Driven to make outbound cold calls into prospective clients
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree
  • Demonstrated cold calling sales ability
  • Knowledge of retirement products (401k and 403b plans)

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $65,000 – $85,000

    Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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