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Retirement Associate Jobs (NOW HIRING)

Associatedbank

Retirement Plan Specialist

Green Bay, WI · On-site

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Associate's degree or equivalent combination of education and experience * Less than 2 years of ...

Associatedbank

Retirement Plan Specialist

Neenah, WI · On-site

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Associate's degree or equivalent combination of education and experience * Less than 2 years of ...

Genpact

Associate - BCM - Retirement 5A

Richardson, TX · On-site +1

Associate - BCM - Retirement Ready to turn bold ideas into real-world impact? At Genpact, we don't just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work ...

Associated Bank

Retirement Plan Specialist

Neenah, WI · On-site

Support retirement plan administration by reviewing plan documents, transactions, and account ... Associate's degree or equivalent combination of education and experience * Less than 2 years of ...

ADP

Retirement Plan Specialist

Tempe, AZ

You can work independently, as well as collaborate with other ADP Sales Associates. * Trusted ... ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ...

ADP

Retirement Plan Specialist

Tempe, AZ · On-site

Team Player You can work independently, as well as collaborate with other ADP Sales Associates ... ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ...

Raymondjames

Retirement Plan Service Associate

Southfield, MI · Hybrid

$14.50 - $19.25/hr

In this role, you will provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts. You will be responsible for ...

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Retirement Associate information

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$10

$19

$33

How much do retirement associate jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for retirement associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 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.

How much do I need to retire on $80,000 a year at 60?

A Retirement Associate or financial planner would advise that to generate $80,000 annually in retirement, you typically need a savings of approximately 20 to 25 times that amount, or $1.6 million to $2 million, assuming a 3-4% withdrawal rate. This estimate accounts for inflation, investment returns, and longevity considerations, and may vary based on individual circumstances and investment strategies.

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's a good side hustle for a retired person?

A retired Retirement Associate can consider part-time consulting, freelance work, or tutoring in their area of expertise. These options often require minimal startup costs and flexible schedules, making them suitable for retirees seeking additional income or engagement.

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 job makes $10,000 a month without a degree?

A Retirement Associate typically does not earn $10,000 a month without a degree; this income level is more common in high-paying roles such as sales managers, real estate brokers, or entrepreneurs. These jobs often require strong skills, experience, or certifications rather than formal degrees and may involve commission or performance-based pay structures.

What is the $1,000 a month rule for retirement?

The $1,000 a month rule for retirement is a guideline suggesting that retirees should aim to have a monthly income of at least $1,000 from their savings and investments to cover basic expenses. Retirement associates often help clients plan savings strategies to meet or exceed this benchmark, considering factors like inflation, investment returns, and longevity. Proper financial planning and understanding of withdrawal rates are essential to ensure sustainable income in retirement.
What cities are hiring for Retirement Associate jobs? Cities with the most Retirement Associate job openings:
What are the most commonly searched types of Retirement jobs? The most popular types of Retirement jobs are:
What states have the most Retirement Associate jobs? States with the most job openings for Retirement Associate jobs include:
Retirement Associate jobs near you
Infographic showing various Retirement Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 61% Full Time, 30% Part Time, and 8% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.
Retirement Plan Administrator, (SI Group)

Retirement Plan Administrator, (SI Group)

Strongpoint Partners

Honolulu, HI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
About SI Group:
Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
SI Group, a Strongpoint Partner, is seeking client-service focused Retirement Plan Administrators of all levels. This role is responsible for supporting the administration of qualified retirement plans, including plan design, compliance testing, client service, and ongoing plan consulting.
Successful candidates will demonstrate strong analytical skills, attention to detail, and a commitment to delivering exceptional client service. Depending on experience level, Administrators may manage their own caseloads, perform complex compliance testing, provide strategic consulting to clients, mentor team members, and contribute to departmental initiatives.
Due to a variety of administration needs, SI Group welcomes applications from both experienced retirement plan professionals and entry-level candidates interested in building a career in retirement plan administration. Experience level will be considered when determining role level, responsibilities, and compensation.
PLEASE NOTE: Candidates local to Honolulu who can work an in-person or hybrid schedule are strongly preferred; however, remote candidates in the Mountain or Pacific time zones will also be considered.
Key Responsibilities:
  • Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities.
  • Manage or support a caseload of retirement plans, with complexity and independence based on experience level.
  • Serve as a primary or secondary point of contact for clients, advisors, and other business partners.
  • Prepare, review, and communicate compliance testing results and required corrective actions.
  • Research and resolve plan administration and compliance issues.
  • Collaborate with team members to ensure timely and accurate completion of client deliverables.
  • Participate in client meetings and consultations regarding plan operations, design, and compliance matters.
  • Assist with process improvement initiatives and departmental projects.
  • Utilize internal systems and technology to efficiently manage plan administration responsibilities.
  • Attend team meetings, trainings, and professional development opportunities.
  • Maintain a collaborative team approach by providing support where needed.
  • Own stewardship of assigned client relationships and deliver exceptional service.
  • Other duties as assigned.

Minimum Qualifications:
  • Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, particularly Excel.
  • Strong attention to detail and commitment to accuracy.
  • Demonstrated customer service orientation and professionalism.
  • Ability to work independently and collaboratively within a team environment.

Preferred Qualifications:
  • Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, human resources, or a related field.
  • Experience administering defined contribution retirement plans.
  • QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification.
  • Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software.
  • Demonstrated ability to manage client relationships and provide consultative support.
  • Experience mentoring team members, leading projects, or contributing to process improvements.
  • Advanced knowledge of retirement plan compliance, testing, and plan design.
  • Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success.

Pay Transparency Statement:
The anticipated pay range for this position is $50,000-$100,000 annually.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
  • Flexible Workplace - Hybrid and remote options available for many roles.
  • Flexible PTO - Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment - A culture that values diversity, collaboration, and respect.
  • Growth Opportunities - Support for ongoing learning and career development.
  • Comprehensive Benefits - Health, dental, vision, life, and disability coverage.
  • Workplace Perks - Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

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