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Retirement Plan Account Manager Jobs (NOW HIRING)

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site +1

$65K - $85K/yr

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 ...

OneDigital

Retirement Plan Consultant

Farmington, CT · 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 Sep 5, 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 skills and qualifications are needed to thrive as a retirement plan account manager?

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.

What are 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.

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 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 $65,816 per year, or $31.6 per hour.

Account Manager | Retirement Plan Administrator

CBIZ

North Canton, OH • On-site

$17.75 - $24/hr

Full-time

Retirement

Re-posted 3 days ago

CBIZ rating

8.1

Company rating: 8.1 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

13th of 23 rated bookkeepers and accountants

Job description

#LI-JSS #LI-Hyrbid

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

  • High School Diploma or GED  
  • At least three years of professional, retirement plan administration, and compliance experience
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly 
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

Essential Functions and Primary Duties

  • Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
  • Perform all required Compliance Testing and related items
  • Reconciles assets, prepares Form 5500 and all schedules
  • Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
  • Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
  • Respond to Plan sponsors in a professional and timely manner concerning issues or questions
  • Promote client retention and identify opportunities to build existing relationships through timely service quality
  • Provide value-add solutions to increase operational efficiencies
  • Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
  • Resolve complex situations or requests
  • Attend client meetings and prepare materials for meetings
  • Achieve service goals established by department
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree
  • Familiarity with FT William software used for 5500 and compliance

What CBIZ employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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