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Retirement Plan Analyst Jobs in Michigan (NOW HIRING)

Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... Ability to: * Apply strong analytical and problem-solving skills in retirement benefits ...

Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... New employees will be placed into the role as a Retirement Analyst In-Training and will be eligible ...

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Retirement Plan Analyst information

See Michigan salary details

$27K

$63.9K

$113.3K

How much do retirement plan analyst jobs pay per year?

As of Aug 23, 2026, the average yearly pay for retirement plan analyst in Michigan is $63,854.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,800.00 and $75,800.00 per year, depending on experience, location, and employer.

What does a retirement plan analyst do?

A Retirement Plan Analyst is responsible for evaluating, administering, and ensuring the compliance of retirement benefit plans, such as 401(k)s and pension plans. They analyze plan performance, prepare reports, and assist with audits to ensure that the plans meet legal and regulatory requirements. Additionally, Retirement Plan Analysts often work with employers and plan participants to answer questions, resolve issues, and provide guidance on plan options and benefits.

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

To thrive as a Retirement Plan Analyst, you need strong analytical skills, financial acumen, and a solid understanding of retirement plan regulations, often supported by a degree in finance, accounting, or a related field. Familiarity with plan administration software, advanced Excel functions, and certifications such as QKA or ASPPA credentials are highly valued. Attention to detail, effective communication, and problem-solving abilities help you interpret complex data and explain plan details to clients or colleagues. These skills ensure compliance, accurate plan management, and valuable client support in a highly regulated industry.

What are some common challenges faced by retirement plan analysts, and how can new hires prepare for them?

Retirement Plan Analysts often encounter challenges such as staying up-to-date with frequently changing regulations, managing large volumes of data, and ensuring plan compliance. New hires can prepare by developing strong analytical and organizational skills, familiarizing themselves with relevant laws like ERISA, and becoming proficient with industry-standard software. Collaboration with legal, HR, and finance teams is common, so strong communication skills are also crucial for success in this role.

How much does a retirement plan analyst make?

A retirement plan analyst typically earns between $55,000 and $85,000 annually, depending on experience, location, and certifications such as the Certified Retirement Counselor (CRC). Entry-level positions may start lower, while experienced analysts or those in senior roles can earn higher salaries. The role often requires strong analytical skills and knowledge of retirement plan regulations and software tools.

How to become a retirement plan analyst?

To become a retirement plan analyst, candidates typically need a bachelor's degree in finance, accounting, or a related field. Gaining experience in employee benefits, retirement plans, or financial analysis, along with proficiency in data analysis tools and certifications like the Certified Employee Benefits Specialist (CEBS), can enhance job prospects.

What are popular job titles related to Retirement Plan Analyst jobs in Michigan?

For Retirement Plan Analyst jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Analyst jobs in Michigan look for?

The top searched job categories for Retirement Plan Analyst jobs in Michigan are:

Infographic showing various Retirement Plan Analyst job openings in Michigan as of August 2026, with employment types broken down into 100% Full Time. Highlights an 72% In-person, 14% Hybrid, and 14% Remote job distribution, with an average salary of $63,854 per year, or $30.7 per hour.

Retirement Plan Administrator

Korhorn Financial Group Inc

Edwardsburg, MI โ€ข On-site

Full-time

Re-posted 12 days ago


Job description

Retirement Plan Administrator

Department: Wealth Management

Reports To: Retirement Plan Department Leader


Position Mission Statement

To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service. To build trust with retirement plan clients and team members, and add referable value in KFG’s relationship with its retirement plan clients.

Responsibilities and Tasks

  • Retirement plans maintained in a manner that meets all applicable regulatory requirements
  • Coordinate, educate, and serve retirement plan sponsors and retirement plan participants of Korhorn Financial Group, Inc.
  • Schedule Meetings
  • Manage Service Calendar
  • Maintain Processes
  • Oversee New Plan Onboarding
  • Provide Client Service
  • Initiate and manage the Follow Up Process after client meetings and/or by client request
  • Provide service to existing retirement plan sponsors and their participants
  • Assist Implementation and retirement plan sales with new plan onboarding
  • Quarterly billing, including billing audit, for retirement plans
  • Stay current on Department of Labor, ERISA, and FINRA rules and regulations
  • Assist in Employee Education Sessions
  • Develop and update processes and procedures for the Retirement Plans Department
  • Perform other duties as required.

Required Skills and Abilities

  • Strong written and verbal communication skills
  • Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, fi360, eMoney and Morningstar)
  • Above average math skills and analytical abilities
  • Must have a desire to pursue professional development, licenses, and designations
    1. AIF®
    2. CRPS
  • Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload
  • Must be a team player and able to collaborate with team members and financial professionals from other firms
  • Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face
  • History of prudent management in personal finances
  • Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry

Education and Experience

  • Bachelor’s degree from an accredited college or university preferred
  • Two to three years of financial industry experience preferred
  • Two to three years Retirement Plans industry experience
  • Series 65 Highly Preferred