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Sr. Retirement Plan Specialists (OmniPlus)

Boston, MA · Remote

$1.0K - $1M/yr

Plan Managers, Plan Administrators, Senior Plan Administrators, Client Onboarding Professionals ... Opportunities Across Our Retirement Services Team: We are a hiring for several roles across our ...

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Retirement Plan Administrator information

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$24.5K

$57.9K

$90.5K

How much do retirement plan administrator jobs pay per year?

As of Aug 19, 2026, the average yearly pay for retirement plan administrator in the United States is $57,898.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $64,500.00 per year, depending on experience, location, and employer.

What does a retirement plan administrator do?

A Retirement Plan Administrator is responsible for managing employer-sponsored retirement plans, such as 401(k)s or pension plans. Their duties include ensuring regulatory compliance, processing contributions and distributions, preparing required reports, and assisting employees with plan-related questions. They also coordinate with third-party vendors and help employers design and maintain retirement plan options that meet legal requirements and organizational goals.

What are the key skills and qualifications needed to thrive as a retirement plan administrator?

To thrive as a Retirement Plan Administrator, you need strong analytical skills, knowledge of ERISA regulations, and experience with retirement plan documentation, typically backed by a degree in finance, accounting, or a related field. Proficiency with retirement plan management software, compliance systems, and certifications like QKA or ASPPA are often required. Exceptional attention to detail, problem-solving abilities, and effective communication with clients and stakeholders make someone stand out in this role. These skills ensure accurate plan administration, regulatory compliance, and high-quality client service, which are critical for the success and legal integrity of retirement benefit programs.

What are some common challenges faced by retirement plan administrators, and how can they be managed effectively?

Retirement Plan Administrators often encounter challenges such as staying updated with frequently changing regulations, managing complex plan documents, and ensuring accurate recordkeeping for compliance. Effective management involves continual professional development, leveraging specialized retirement plan software, and maintaining open communication with plan sponsors and participants. Collaborating closely with legal and financial advisors also helps to address regulatory complexities and foster a smooth plan administration process.

What is the difference between Retirement Plan Administrator vs Pension Analyst?

AspectRetirement Plan AdministratorPension Analyst
CredentialsCertifications like CEBS or ERPA often preferredCertifications like CEBS or actuarial credentials common
Work EnvironmentTypically in HR or benefits departments, handling plan administrationUsually in finance or actuarial teams, analyzing pension data
Employer & Industry UsageUsed by financial services, corporations, and third-party administratorsCommon in consulting firms, insurance companies, and pension funds

While both roles involve pension and retirement plans, the Retirement Plan Administrator primarily manages plan operations and compliance, whereas the Pension Analyst focuses on analyzing pension data and financial projections. The roles often overlap in credentials and industry usage, but their core responsibilities differ.

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Retirement Plan Administrator jobs near you
Infographic showing various Retirement Plan Administrator 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 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $57,898 per year, or $27.8 per hour.

Retirement Plan Administrator | Defined Contributions (DC)

CBIZ

North Canton, OH

Full-time

Retirement

Re-posted 18 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 22 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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