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Retirement Plan Account Manager Jobs (NOW HIRING)

Associatedbank

Retirement Plan Specialist

Milwaukee, WI · On-site

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account maintenance activities * Partner with Relationship Managers and Senior Specialists to ensure compliance ...

Associated Bank

Retirement Plan Specialist

Neenah, WI · On-site

Support retirement plan administration by reviewing plan documents, transactions, and account maintenance activities * Partner with Relationship Managers and Senior Specialists to ensure compliance ...

Mercer Advisors

Retirement Plan Specialist

Denver, CO · On-site +1

The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for ... Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

ADP

Retirement Plan Specialist

Tempe, AZ · On-site

You have an upbeat, persistent style and the ability to cold call, manage your time well, and can ... ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ...

HUB

Retirement Plan Consultant

Pasadena, CA

$150K - $200K/yr

The Retirement Plan Consultant is a key resource to our governmental and corporate clients seeking ... Department Account Management & Service Required Experience: 10-15 years of relevant experience ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline ... account-related questions. • Design complex retirement plan structures tailored to meet ...

Shepherd Financial

Retirement Plan Consultant

... management. Our mission is helping people and companies thrive through empowered financial ... for their accounts • Provide superior client service with minimal inconvenience to clients ...

Northwest

Retirement Plan Admininistrator

Erie, PA · On-site

... the management of individual and corporate accounts Assist with installation and administration of each plan Assist with internal education and development of employee benefit plans Develop new ...

OneDigital

Retirement Plan Consultant

Chicago, IL · On-site

Organize and manage prospect events to educate potential clients about retirement plan options ... Leverage local and national strategies to provide participants with guidance on account-related ...

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Retirement Plan Account Manager information

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$29.5K

$65.8K

$106K

How much do retirement plan account manager jobs pay per year?

As of Jun 10, 2026, the average yearly pay for retirement plan account manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What does a Retirement Plan Account Manager do?

A Retirement Plan Account Manager is responsible for overseeing and administering employer-sponsored retirement plans, such as 401(k)s or pension plans. They work with clients to ensure compliance with regulations, manage plan operations, and assist employees with their retirement accounts. Their duties often include providing education, resolving participant issues, coordinating with plan providers, and helping with plan design or changes to meet client needs.

What are some common challenges Retirement Plan Account Managers face when managing multiple client accounts?

Retirement Plan Account Managers often juggle multiple client portfolios, each with unique plan requirements and regulatory compliance needs. One common challenge is staying current with frequent changes in retirement plan regulations, which requires continuous learning and adaptability. Additionally, balancing proactive client communication with prompt issue resolution can be demanding, especially during peak reporting periods. Strong organizational skills and effective time management are essential to ensure all client needs are met while maintaining high service standards.

What is the difference between Retirement Plan Account Manager vs Retirement Plan Specialist?

AspectRetirement Plan Account ManagerRetirement Plan Specialist
CredentialsCertifications like CFP, CPFA often preferredSimilar certifications, often the same as Account Managers
Work EnvironmentClient-facing, financial advisory settingAdvisory and administrative roles within financial firms
Employer & IndustryFinancial services firms, retirement plan providersRetirement plan providers, financial advisory firms
Search & Comparison IntentUnderstanding roles, responsibilities, and qualificationsSimilar roles, focusing on retirement plan expertise

The Retirement Plan Account Manager and Retirement Plan Specialist roles share many similarities, including required certifications and work environments. Both work within financial services firms focusing on retirement plans. The main difference lies in the scope: Account Managers often handle client relationships and account oversight, while Specialists may focus more on technical plan details and compliance. Understanding these distinctions helps job seekers identify the right role for their skills and career goals.

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

To thrive as a Retirement Plan Account Manager, you need a solid understanding of retirement plan regulations, investment concepts, and account management, often supported by a degree in finance or business. Familiarity with recordkeeping platforms, compliance software, and industry certifications like the QKA or Series 6/63 is highly valuable. Exceptional client communication, problem-solving, and organizational skills help you build trust and proactively address client needs. These skills are crucial for ensuring regulatory compliance, strong client relationships, and effective administration of retirement plans.
More about Retirement Plan Account Manager jobs
What cities are hiring for Retirement Plan Account Manager jobs? Cities with the most Retirement Plan Account Manager job openings:
What states have the most Retirement Plan Account Manager jobs? States with the most job openings for Retirement Plan Account Manager jobs include:
What job categories do people searching Retirement Plan Account Manager jobs look for? The top searched job categories for Retirement Plan Account Manager jobs are:
Retirement Plan Account Manager jobs near you
Infographic showing various Retirement Plan Account Manager job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 60% In-person, 20% Hybrid, and 20% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.
Retirement Plan Account Manager

Retirement Plan Account Manager

Wilshire Benefits Group Inc

Troy, MI

$55K - $80K/yr

Other

Retirement

Posted 21 days ago

Job description

Description

Are you ready to make a significant impact by combining your skills and passion with a team that values your contributions and invests in your growth? At Wilshire Benefits Group, we're seeking a dynamic, driven, and proactive Retirement Plan Account Manager to join us on our mission to deliver exceptional service and support to our valued clients. As a key member of the Retirement Planning team, you will play a strategic role in expanding our retirement services, growing the book of business and plan participation, and providing expert financial guidance. Your proactive approach and problem-solving abilities will help us exceed expectations and make a meaningful impact every day.


Your duties will include:

  • Collaboration: Work closely with leadership and team members to strategize, share insights, and ensure cohesive teamwork; Partner with other departments and outside channel partners to align with company growth targets
  • Client Engagement: Coordinate and prepare for client reviews, manage enrollments, and support compliance testing and government filings.
  • Employee Support: Provide clear guidance on 401(k) loans and transfers, lead educational sessions, and conduct one-on-one meetings.
  • Plan Management: Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes
  • Wealth Management: Conduct individual financial planning to help individuals review estate planning, life insurance needs, annuities, long term care solutions, and other products.
  • Relationship Building: Foster strong relationships with colleagues and vendors to enhance communication and service.
  • Data Integrity: Gather, audit, and maintain accurate reports and documents.
  • Communication Excellence: Create and refine materials to ensure clarity and compliance.
  • Special Projects: Take on projects, demonstrating flexibility and commitment to team goals.

Requirements

Our successful candidate will bring the following skills, abilities, and experience to this exciting role:

  • Stellar organizational and prioritizing skills
  • Top-notch verbal, written, and interpersonal communication abilities
  • Engaging presentation skills with the ability to address and present complex financial information clearly and professionally.  
  • Talent for building strong relationships with clients and vendors
  • Self-starter attitude with flexibility to meet client needs
  • Proactive in seeking and implementing improvements
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Commitment to maintaining confidentiality with demonstrated moral and ethical standards
  • Series 6 & 63 qualified (or willing to achieve within a year)
  • Experience in administering retirement plans and annual plan reviews for Plan Sponsors helpful
  • At least 2 years of financial or Qualified Retirement Plan experience preferred 
  • Familiarity with Northwestern Mutual systems and platforms a plus

At Wilshire Benefits Group, we celebrate partnerships, encourage growth, and inspire creativity. We offer a robust and competitive benefits package and an award-winning work environment.  Ready to join the team and become a contributor to our intentionally-different approach? Apply now!

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