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Retirement Plan Analyst Jobs (NOW HIRING)

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

OneDigital

Retirement Plan Consultant

Chicago, IL · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Definiti is a national retirement services company that helps clients manage and administer their ... Analyze plan provisions and census data to determine eligibility, key/highly compensated employees ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

Northwest

Retirement Plan Admininistrator

Erie, PA · On-site

PA0220 Erie - 8th & State The Retirement Plan Administrator is responsible for the administration ... Analyze and Interpret legal documents to determine the best course of action to follow in the ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Definiti is a national retirement services company that helps clients manage and administer their ... Analyze plan provisions and census data to determine eligibility, key/highly compensated employees ...

OneDigital

Retirement Plan Consultant

Houston, TX · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

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Retirement Plan Analyst information

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$31K

$73.3K

$130K

How much do retirement plan analyst jobs pay per year?

As of Jun 9, 2026, the average yearly pay for retirement plan analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 per year, depending on experience, location, and employer.

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.

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, and why are they important?

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.
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What cities are hiring for Retirement Plan Analyst jobs? Cities with the most Retirement Plan Analyst job openings:
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Retirement Plan Analyst jobs near you
Infographic showing various Retirement Plan Analyst job openings in the United States as of May 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 72% In-person, and 28% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.
Retirement Plan Consultant

Retirement Plan Consultant

Provenance Wealth Advisors

Fort Lauderdale, FL • On-site

Full-time

Retirement

Posted 9 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Retirement Plan Consultant will serve as a trusted advisor and specialist supporting employer-sponsored retirement plans (401(k), 403(b), profit-sharing, defined benefit, etc.). You will combine deep technical expertise in plan design, compliance, and investments with strong client-relationship skills to deliver holistic solutions for plan sponsors and their participants. You will also work closely with internal teams and other advisors at PWA to integrate retirement-plan strategy into broader wealth-planning engagements.
Job Duties and Responsibilities
Technical Responsibilities
  • Provide expert analysis and consultation on plan design options, including qualified and non-qualified plans, participant investment menus, fiduciary overlays, and plan fee benchmarking.
  • Stay current on legislation, regulatory developments (e.g., ERISA, SECURE Act), record-keeper platforms, and investment trends impacting retirement plans.
  • Conduct plan reviews and audits: ADP/ACP testing, Top-Heavy, 403(b) compliance, Form 5500 preparation and filing oversight.
  • Develop, document and present investment policy statements (IPS) and investment menu architecture in accordance with fiduciary standards.
  • Monitor plan performance, participant engagement metrics, and service provider effectiveness; identify opportunities for plan enhancement and cost optimization.
  • Manage retirement-plan clients and maintain accurate records, proposals, and analyses in CRM/planning tools.

Client-Facing Responsibilities
  • Serve as primary consultant for assigned plan sponsor clients: lead or colead client meetings, present findings, make strategic recommendations, and coordinate implementation.
  • Deliver participant education and engagement programs (group meetings, webinars, one-on-one sessions) to enhance retirement readiness and plan utilization.
  • Support advisors and plan sponsors in onboarding new retirement plan clients: perform discovery, design plan structure, facilitate RFPs, recordkeeper selection, and transition logistics.
  • Build strong, long-term relationships with plan sponsor decisionmakers, third-party administrators, trustees, and recordkeepers.
  • Maintain high service standards: respond to client questions, resolve issues quickly, ensure plan compliance and administration meet expectations of PWA and clients.

Team Responsibilities
  • Partner with internal PWA teams; Advisory, Investment Research, Operations, Legal, Compliance, to integrate retirement plan consulting into broader client wealth planning engagements.
  • Work closely with the Head of Retirement Planning and peers to define strategy, enhance service offerings, refine workflows, and improve efficiency of the retirement practice.
  • Mentor and support junior staff or associates assigned to retirement plan engagements; share knowledge and help build overall team capability.
  • Participate in business development initiatives: contribute to RFP responses, thought leadership content (white papers, seminars), internal training sessions, and cross-referrals within the firm.
  • Creates and delivers educational curriculum presentations tailored for webinars and employee meetings to enhance engagement and knowledge sharing.
  • Cultivates strategic partnerships with vendor wholesalers to enhance collaboration and drive mutual business growth.

Work environment
  • This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.
  • Occasional travel may be required to attend meetings, conferences, and client engagements.
  • The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.
  • The role requires the ability to maintain strict confidentiality regarding sensitive company and client information.

Education/Experience
  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • Minimum 5 years of experience in retirement plan consulting, advisory, or administration with employer-sponsored plans (401(k), 403(b), DB, etc.).
  • Strong knowledge of ERISA, DOL/IRS regulations, fiduciary standards, plan design, benchmarking, and investment menus.
  • Series 65 or 66 (or equivalent) (or ability to obtain within 90 days), as required by role and firm.
  • Excellent communication and presentation skills; ability to educate plan sponsors and participants effectively.
  • Analytical mindset, attention to detail, high professional ethic, and ability to manage multiple plan-sponsor relationships concurrently.
  • Proficiency with CRM systems, financial planning/analysis tools, Microsoft Excel, and/or plan-administration platforms.

Affirmative Action/EEO Statement:
Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Apply