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Plan Sponsor Liaison Jobs (NOW HIRING)

Risk Strategies

Account Manager

New York, NY · On-site +1

$84K - $120K/yr

Act as liaison between plan sponsors and various internal groups. * Promote customer satisfaction through effective service delivery. * Ensure prompt and effective response to all plan sponsor ...

Mercer Advisors

Retirement Plan Specialist

Denver, CO · On-site +1

The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators ... liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers ...

Mercer Advisors

Retirement Plan Specialist

The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators ... liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers ...

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

Responsibilities • Lead and coordinate onboarding of new retirement plans • Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors • Coordinate ongoing service schedules with ...

Mezrah Consulting

Be Seen First

Quality Assurance & Support Specialist

Tampa, FL · On-site

$65K - $80K/yr

The position serves as a liaison among the Product, Development, and Client Relations teams to help ... Perform periodic reviews of the Administrative, Plan Sponsor, and Participant platforms to ensure ...

New

Lutheran SeniorLife

Community Liaison

Kittanning, PA

Overview Community Liaison The Community Liaison is a full-time position for LIFE Armstrong County ... Immediate eligibility to participate in the employer-sponsored retirement savings plan. * FSA ...

Lutheran SeniorLife

Community Liaison

Kittanning, PA · On-site

Overview Community Liaison The Community Liaison is a full-time position for LIFE Armstrong County ... Immediate eligibility to participate in the employer-sponsored retirement savings plan. * FSA ...

ASCENSUS

Participant Engagement Consultant

Atlanta, GA · On-site

Act as liaison between RIS and IRM partners to generate referral opportunities and execute on other ... Consult with prospects and plan sponsors to develop a communication strategy that will drive ...

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Plan Sponsor Liaison information

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$35K

$54.8K

$87K

How much do plan sponsor liaison jobs pay per year?

As of Aug 8, 2026, the average yearly pay for plan sponsor liaison in the United States is $54,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $74,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a plan sponsor liaison, and why are they important?

To thrive as a Plan Sponsor Liaison, you need a solid understanding of retirement plan administration, compliance regulations, and strong client service experience, often supported by a degree in finance or a related field. Familiarity with retirement plan platforms, recordkeeping systems, and possibly relevant certifications such as ASPPA or CEBS is important. Exceptional interpersonal skills, attention to detail, and effective communication help foster trust and clarity with plan sponsors. These abilities ensure accurate plan management, regulatory compliance, and strong client relationships in a highly regulated environment.

What are the responsibilities of a plan sponsor liaison?

A plan sponsor liaison acts as the primary point of contact between the plan sponsor and service providers, ensuring compliance with regulations and effective communication. They assist with plan administration, coordinate audits, and help resolve issues related to retirement plan operations, often requiring knowledge of ERISA and plan documentation.

What is the difference between Plan Sponsor Liaison vs Benefits Coordinator?

AspectPlan Sponsor LiaisonBenefits Coordinator
Required CredentialsTypically requires knowledge of retirement plans, certifications like CEBS or ERPA beneficialOften requires certifications like CBP or CEBS, with a focus on benefits administration
Work EnvironmentWorks closely with plan sponsors, employers, and third-party administrators in financial or HR settingsWorks within HR departments or benefits firms, handling employee benefits and enrollment
Employer & Industry UsageCommon in financial services, insurance, and large corporations managing retirement plansCommon in corporate HR, insurance companies, and benefits consulting firms

The main difference is that a Plan Sponsor Liaison primarily focuses on managing relationships and compliance related to retirement plans, while a Benefits Coordinator handles a broader range of employee benefits. Both roles require knowledge of benefits and strong communication skills, but their focus areas and daily tasks differ.

How does a plan sponsor liaison collaborate with internal teams and external clients to ensure smooth plan administration?

A Plan Sponsor Liaison plays a central role in facilitating communication between internal departments, such as compliance, operations, and customer service, and external clients like employers or plan sponsors. They coordinate to resolve issues, clarify plan requirements, and ensure all administrative tasks are completed accurately and on time. Regular meetings, detailed documentation, and proactive follow-ups are common practices to maintain alignment and address any concerns promptly. This collaborative approach helps prevent misunderstandings and enhances overall client satisfaction.

What is a plan sponsor liaison?

A Plan Sponsor Liaison is a professional who acts as the main point of contact between a retirement plan provider (such as a 401(k) administrator) and the employer, known as the plan sponsor. Their primary responsibility is to ensure clear communication, manage plan administration, and resolve any issues related to the retirement plan. They assist with compliance, coordinate plan updates, provide guidance on regulatory changes, and support the plan sponsor in meeting their fiduciary responsibilities.
More about Plan Sponsor Liaison jobs
What job categories do people searching Plan Sponsor Liaison jobs look for? The top searched job categories for Plan Sponsor Liaison jobs are:
Plan Sponsor Liaison jobs near you
Infographic showing various Plan Sponsor Liaison job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $54,761 per year, or $26.3 per hour.

Retirement Plan Third Party Administrator

GBQ Holdings LLC

Columbus, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

The Siekmann Company is a Retirement and Benefits consulting firm located in Columbus, Ohio. Our primary focus is to work with small and mid-size businesses to provide retirement plan and employee benefit solutions utilizing innovative technology to help employees and employers experience success in offering these programs. We are looking for an experienced individual to help manage and support our retirement team practice. This person works well with others, is accountable, honest, detail oriented, and eager to achieve success. The ideal candidate is a self-motivated and a well-organized individual who has a deep understanding of service and developing strong relationships with clients. Knowledge and experience in the retirement or 401(k) industry or related industry required. Flexible work environment with opportunities for career growth.
Job Summary:
The TPA is responsible for the day-to-day administration of retirement plans such as 401(k) and profit-sharing plans. This role ensures plans remain compliant with federal regulations, prepares plan documents, analyzes census data, calculates employer contributions, completes compliance testing, prepares required filings, problem solves and serves as a liaison between plan sponsors, recordkeepers, and financial advisors.
Duties and Responsibilities:
  • Represent our brand and company according to our values and ethics
  • Treat clients, coworkers, and business partners with respect and courtesy at all times
  • Support and manage a portfolio of retirement plans (401(k), Profit Sharing, Cash Balance) to ensure execution of administrative actions, Plan compliance requirements and government reporting.
  • Support administration team to perform annual financial valuations, nondiscrimination testing (Coverage Testing, ADP/ACP, Top-Heavy), and necessary tax filings such as IRS Form 5500s.
  • Review plan contributions, financials and perform year end reconciliation of plan contributions.
  • Coordinate plan design and setup requirements including drafting and amending plan documents during plan conversions, terminations, and mergers.
  • Prepare and distribute required annual notices and disclosures.
  • Serve as the primary point of contact for plan sponsor, advisor, and custodian inquiries.
  • Provide technical guidance on plan design and regulatory updates.
  • Coordinate with CPAs, investment advisors, Plan Auditors, recordkeepers and legal counsel

Required Skills and Qualifications
  • Bachelor's degree or equivalent experience preferred.
  • 3 years of retirement industry or related industry (accounting, human resources, or financial) experience required.
  • Excellent written and verbal communication skills.
  • Must be detail-oriented, analytical, and organized
  • Proficient in MS Office applications, such as Word, Excel, PowerPoint, etc.
  • Experience reconciling financial statements and identifying discrepancies preferred
  • Must be legally eligible to work in the country in which you are hired.

Benefits
  • 401(k) with Company Match
  • Medical, Dental, Vision, Life and Disability Benefits
  • Flexible hours and working environment
  • Paid Holidays and PTO

GBQ participates in E-Verify.

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