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Retirement Associate Jobs in Texas (NOW HIRING)

Retirement Plan Manager

Dallas, TX · On-site

$16.50 - $20.50/hr

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Retirement Client Advisor

Dallas, TX · On-site

$99K - $157K/yr

The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Retirement Client Advisor

Fort Worth, TX · On-site

$99K - $157K/yr

The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

... associates to ensure client expectations are met and/or exceeded. Essential Duties and ... Demonstrate a detailed knowledge of retirement plans and the Ascensus business. * Coach and mentor ...

Retirement Plan Advisor

Austin, TX · On-site

$72K - $101K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ...

... associates to ensure client expectations are met and/or exceeded. Essential Duties and ... Demonstrate a detailed knowledge of retirement plans and the Ascensus business. * Coach and mentor ...

Serves as a trusted resource for associates and leaders by responding to benefits related questions ... Acts as a liaison for the company's retirement plans, supporting plan administration activities ...

The Retirement Transitions Data Lead I (DL I) job supports internal stakeholders and partners for ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Retirement Associate information

See Texas salary details

$9

$17

$28

How much do retirement associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for retirement associate in Texas is $17.58, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $17.64 per hour, depending on experience, location, and employer.

What are Retirement Associates?

Retirement Associates are professionals who assist clients with retirement planning and benefits administration. They typically work for financial firms, retirement plan providers, or human resources departments, helping individuals understand their retirement options, manage accounts, and process related paperwork. Their role may include explaining plan features, ensuring compliance with regulations, and answering questions about contributions, distributions, and vesting. Retirement Associates play a key part in helping clients make informed decisions for their financial future.

What are the key skills and qualifications needed to thrive as a Retirement Associate, and why are they important?

To thrive as a Retirement Associate, you need a solid understanding of retirement plans, financial products, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with recordkeeping systems, retirement plan administration software, and certifications such as ASPPA or CEBS are commonly required. Excellent communication, attention to detail, and strong customer service skills help Retirement Associates effectively guide clients and resolve issues. These skills and qualifications ensure accurate plan management and foster trust with clients navigating complex retirement options.

What are some typical challenges Retirement Associates face when assisting clients with retirement planning?

Retirement Associates often encounter challenges such as explaining complex retirement plan options in an easily understandable way, staying updated on changing regulations, and addressing clients’ concerns about financial security. Clients may have varying levels of financial literacy and unique needs, requiring patience and strong communication skills. Balancing administrative tasks with personalized customer service is also common, making organization and time management essential for success in this role.

What is the difference between Retirement Associate vs Financial Advisor?

AspectRetirement AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 6 or 63 are commonRequires a bachelor's degree; often holds certifications such as CFP, Series 7, or 66
Work EnvironmentFinancial institutions, retirement plan providers, or insurance companiesIndependent or firm-based; client-facing roles in financial planning
Employer & IndustryFinancial services, retirement planning firms, insurance companiesFinancial planning firms, banks, investment firms
Search & Comparison IntentPeople comparing entry-level retirement planning roles with financial advisingIndividuals seeking comprehensive financial planning services

The main difference is that a Retirement Associate typically supports retirement plan administration and client service within financial institutions, often requiring basic certifications. A Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications like CFP. While both roles work within the financial industry, their responsibilities and client interactions differ significantly.

What are the most commonly searched types of Retirement jobs in Texas? The most popular types of Retirement jobs in Texas are:
Benefits & Retirement Specialist

Benefits & Retirement Specialist

Johnstone Supply LLC

Dallas, TX

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago


Johnstone Supply rating

7.6

Company rating: 7.6 out of 10

Based on 102 frontline employees who took The Breakroom Quiz

145th of 367 rated retail wholesalers


Job description

Johnstone Supply, North America's leading wholesale distributor of HVACR equipment, parts, and supplies, has a great opportunity to join our team. Over the last seven decades, Johnstone has grown into a multi-billion-dollar industry leader with over 470 distributor branches and 6 distribution centers throughout North America. We work with some of the largest companies in the world, including Daikin/Goodman, Bosch, Copeland, Honeywell, Johnson Controls, and Fujitsu, to provide contractors with world-class products, technical expertise, and quality service.

Now is the best time to join Johnstone Supply. Relationship-building is the key to our success, and it shows in everything we do. The Power of Johnstone is everyone who works with us. Our customers, our partners, and our people. Johnstone is growing, and so can you.


Administers the company’s multi-state benefit and retirement programs, including but not limited to; medical, dental, vision, life, AD&D, disability, wellness, and retirement plans. 

  • Administers enterprise-wide health and welfare benefit programs, including medical, dental, vision, life, disability, HSA/FSA, and voluntary benefits by managing open enrollment processes, coordinating vendor communications, ensuring data integrity, and delivering a positive associate experience through ongoing education and support.
  • Serves as a trusted resource for associates and leaders by responding to benefits related questions, resolving escalated issues, and providing guidance on eligibility, coverage, life events, claims, leave coordination, and plan utilization.
  • Ensures accurate and timely processing of benefit enrollments, qualifying life event changes, COBRA notifications, and terminations while maintaining compliance with carrier requirements, payroll deadlines, and internal policies
  • Performs regular audits and reconciliations of benefit enrollment data, payroll deductions, carrier files, and eligibility records to ensure accuracy, minimize discrepancies, and maintain compliance with company policies and federal regulations.
  • Acts as a liaison for the company’s retirement plans, supporting plan administration activities including audits, compliance testing, true ups, participant inquiries, vendor coordination, and annual plan reviews.
  • Coordinates and distributes all required benefit and retirement plan documentation, notices, disclosures, and participant communications in accordance with ERISA, ACA, COBRA, HIPAA, and other applicable federal and state regulations.
  • Leads annual compliance activities and reporting requirements, including ACA reporting, nondiscrimination testing, Form 5500 preparation, retirement plan compliance activities, and other regulatory filings to ensure organizational compliance and reduce risk exposure.
  • Conducts monthly and quarterly audits of payroll records, premium deductions, retirement contributions, and carrier invoices to ensure accurate associate deductions, timely remittance of payments, and proper financial reconciliation.
  • Partners closely with payroll, HRIS, finance, carriers, brokers, and third party administrators to troubleshoot issues, improve processes, streamline workflows, and support continuous improvement initiatives within Total Rewards operations.
  • Provides guidance to separating associates regarding continuation of benefits, COBRA, retirement distribution options, and other post-employment benefit considerations to ensure a smooth transition experience.

Johnstone Supply believes that each employee’s contribution should not be limited by the assigned responsibilities.  Therefore, it is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Education and/or Experience: Bachelor’s degree (B.A./B.S.) in Human Resources or related discipline; three to five years of benefit and retirement plan experience is preferred but not required.  

Certificates, licenses, and Registrations: a Certified Benefits Professional (CBP) is preferred, but not required for this role.

Technical Knowledge, Skills, and Abilities:

  • In-depth knowledge of health, welfare, and retirement plans for a national employer.
  • General knowledge of employment laws and regulations related to benefits, including HIPAA, ERISA, and IRS 
  • Ability to use and leverage the benefits modules within an HRIS, ADP, or equivalent system. Experience with ADP Workforce Now strongly preferred.

Process Knowledge, Skills, and Abilities:

  • Ability to develop and use systems for organizing and keeping track of information. 
  • Ability to create standardized procedures. 
  • Problem-solving skills: listening to, interpreting, and meeting the needs of others; diagnosing and rectifying problems. 
  • Ability to attend to details. 
  • Ability to prioritize multiple tasks. 
  • Ability to use independent judgment in completing work. 
  • Ability to maintain confidentiality of information. 

Communication Skills:

  • Ability to communicate information across different individuals, departments, and external parties.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to demonstrate considerable tact, empathy, and diplomacy in dealing with others.
  • Ability to listen to others to identify needs or concerns.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to walk. Specific vision requirements are close and peripheral vision.


We’re also interested in hiring a great candidate that holds these values so we can further build a strong company culture:

  • Safety: Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely.
  • Customer Focused: Take the perspective of those we serve, anticipate their needs, and responding quickly.
  • One Team: We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team.
  • Own It: Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity.
  • Innovate: Embrace and create change that drives continuous improvement and customer-valued solutions.

At Johnstone Supply, we recognize that our employees’ growth, well-being, and success drives the company’s success. We offer a competitive wage, in addition to health and wellness benefits including medical, dental, vision coverage, and options for supplemental care. We provide the resources you need to take charge of your well-being, including:

  • Competitive Paid Time Off (PTO)
  • Safe Harbor 401(k) – 100% employer match up to 5% of base pay and immediate vesting
  • Holiday pay – we recognize and pay our employees for 7.5 holidays per year
  • Paid Parental Bonding Time
  • Employer subsidized medical, dental, and vision plans
  • Employer paid life insurance and short-term disability
  • Voluntary long-term disability, accident, critical illness, and hospital indemnity insurance
  • 24/7 Access to virtual care/telehealth options
  • Health Savings Account (HSA) with employer contribution; Flexible spending accounts (FSA)
  • Wellbeing program with opportunity to earn reduced medical costs
  • Employee Assistance Program (EAP) for you, and your family
  • Tuition reimbursement
  • Employee referral bonus program
  • Employee service milestone recognition program

We understand that our employees are the cornerstone of our success. Our commitment to continuous improvement & investment in our people is only matched by our commitment to superior customer experience.

EOE & E-Verify Participating Employer.



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