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Retirement Plan Assistant Jobs (NOW HIRING)

ExtensisHR

Retirement Plan Specialist

Iselin, NJ · On-site

The Retirement Plan Specialist assists with all aspects of program management, including all ... * Assist with the annual nondiscrimination testing process. This includes fielding client ...

ExtensisHR

Retirement Plan Specialist

Iselin, NJ · On-site

The Retirement Plan Specialist assists with all aspects of program management, including all ... * Assist with the annual nondiscrimination testing process. This includes fielding client ...

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Contribute to the development and implementation of presentation material. * Assist in scheduling ...

ExtensisHR

Retirement Plan Specialist

Iselin, NJ

The Retirement Plan Specialist assists with all aspects of program management, including all ... * Assist with the annual nondiscrimination testing process. This includes fielding client ...

ASCENSUS

Retirement Plan Consultant

Dresher, PA · On-site

A Retirement Plan Consultant is able to handle client meetings both on video and via phone. This ... As applicable, work with assistant to coordinate and oversee activities that will ensure timely and ...

ASCENSUS

Retirement Plan Consultant

A Retirement Plan Consultant is able to handle client meetings both on video and via phone. This ... As applicable, work with assistant to coordinate and oversee activities that will ensure timely and ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Definiti is a national retirement services company that helps clients manage and administer their ... Continuously expand expertise and stay informed on relevant regulations. * Assist with other plan ...

Sentry

Retirement Plan Consultant

Denver, CO · On-site

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the ... Lead annual review process to educate the plan sponsor on fiduciary duties, assist with ...

Sentry Insurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the ... Lead annual review process to educate the plan sponsor on fiduciary duties, assist with ...

Sentry Insurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the ... Lead annual review process to educate the plan sponsor on fiduciary duties, assist with ...

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Retirement Plan Assistant information

What does a retirement plan assistant do?

A Retirement Plan Assistant supports the administration of retirement plans, such as 401(k) or pension plans, for organizations and their employees. They handle tasks like processing enrollments, maintaining plan records, responding to participant inquiries, and ensuring compliance with regulations. Their role is crucial in ensuring that retirement plans run smoothly and participants receive accurate information and benefits. Retirement Plan Assistants often work closely with plan administrators, financial advisors, and HR departments.

What are some common challenges faced by retirement plan assistants and how can they be addressed?

Retirement Plan Assistants often encounter challenges such as managing high volumes of sensitive client data, keeping up with frequent regulatory changes, and ensuring timely processing of plan transactions. To address these, strong organizational skills, attention to detail, and ongoing training on retirement plan regulations are essential. Collaborating closely with plan administrators, financial advisors, and clients also helps ensure accuracy and efficiency in daily tasks, fostering a supportive team environment.

What are the key skills and qualifications needed to thrive as a retirement plan assistant, and why are they important?

To thrive as a Retirement Plan Assistant, you need a solid understanding of retirement plan regulations, attention to detail, and experience with financial documentation, typically supported by an associate’s or bachelor’s degree in finance or a related field. Familiarity with recordkeeping software, Microsoft Excel, and sometimes industry certifications like ASPPA’s Retirement Plan Fundamentals is common. Strong organizational skills, customer service orientation, and effective communication help you excel in supporting both clients and internal teams. These skills are essential for ensuring compliance, accurate plan administration, and positive client experiences.
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Infographic showing various Retirement Plan Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.

Retirement Plan Specialist

ExtensisHR

Iselin, NJ • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

ExtensisHR rating

9.0

Company rating: 9.0 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

24th of 496 rated business services

Job description

Who We Are:
ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. with client employees in all fifty states, is looking for talented people to join our team. If you want to contribute your talents, make a bigger impact, and be part of the growing PEO & HRO industry, we are interested in talking to you. Our renowned industry leadership in customer service starts with our people. You can contribute to delivering on our brand promise of helping organizations succeed through our people-first approach in solving customer's ever-evolving HR needs. Our HR offerings include personalized services for HR, employee benefits, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-related costs annually-and we are growing every day.
For more information about the company visit www.ExtensisHR.com
Who You Are:
As a member of the ExtensisHR internal Benefits team, you will be responsible for assisting with the administration of the Extensis 401(k) Retirement Savings Plan with over $1 billion in assets. The plan is an ERISA, defined contribution, Pooled Employer Plan (PEP). The Retirement Plan Specialist assists with all aspects of program management, including all operational and compliance activities. This role interacts with the plan's recordkeeper, financial advisory team, internal Retirement committee, internal stakeholders, adopting employers and plan participants.
What You'll Do:
  • Act as a point of contact between ExtensisHR and the recordkeeper to coordinate the new business implementation process. This includes all steps; from introductory call to the final transfer of plan assets.
  • Act as the interface between ExtensisHR and the recordkeeper to monitor and facilitate participant enrollments, loans and distributions.
  • Ensure the timely and accurate transfer of payroll and participant contribution and enrollment files between Extensis and recordkeeper via the Application Programming Interface (API).
  • Conduct periodic audits and reconciliation of data between Extensis and recordkeeper. Make corrections and adjustments in HRIS system as needed.
  • In partnership with the Financial Advisory Team, provide consulting and subject matter expertise to prospective client adopters.
  • Responsible for assisting with client related 401k questions across multiple internal departments, like Benefit Operations, Implementation, and other teams; documenting client interactions timely and accurately in ExtensisHR's client database system.
  • Assist with the annual nondiscrimination testing process. This includes fielding client questions and preparing annual census files.
  • Review, interpret and maintain all plan documents, adoption agreements, amendments and restatements at the plan administrator and adopter level, as needed.
  • Enter and maintain adopter-level plan details in HRIS system.
  • Remain current with all laws and regulations for retirement plan administration.
  • Ensure the effective and timely communication of periodic and required plan regulatory information to adopting employers and plan participants, as needed.
  • Collaborate with ERISA committee and internal stakeholders to identify, troubleshoot and resolve plan or participant-level issues and concerns.
  • Update materials, procedures, instructions etc. Distribute to staff as required.
  • Foster a positive work environment and support co-workers in achievement of departmental goals.
  • Establish work objectives and priorities to perform work in a cost-effective manner.
  • Proactively recommend changes in procedures, forms, and checklists to reduce account errors, increase productivity, or improve the client experience.

AI Utilization and Literacy:
  • A key function of this role includes the effective use and understanding of artificial intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance. This position is expected to maintain awareness of emerging AI applications relevant to their responsibilities, apply AI tools ethically and effectively, and continuously develop their AI proficiency.

Performs additional responsibilities as assigned to support the efficient operation of the department and the organization.
What You Bring:
Education
  • Bachelor's degree or an equivalent combination of education, training and experience required.

Experience
  • One (1) to three (3) years relevant work experience in the field of retirement plan administration and/or PEO preferred.

Competencies
  • Highly organized with effective time management skills and proven ability to meet deadlines.
  • Strong communication and interpersonal skills. Knows how to build relationships.
  • Customer-focused attitude.
  • Excellent analytical and problem-solving skills.
  • Able to keep up in a fast-paced and rapidly changing environment.
  • Knowledge of Microsoft Excel.

Physical Demands:
  • Ability to sit or stand for extended periods while performing desk-related tasks.
  • Prolonged use of a computer, keyboard, and mouse, requiring repetitive motion.
  • Ability to lift and carry office supplies or equipment up to 20 pounds.
  • Occasional bending, reaching, and twisting to retrieve files or supplies.
  • Ability to walk throughout the office, including moving between different departments or meeting rooms.
  • Ability to communicate effectively in person and via phone or video conferencing.
  • Ability to focus and maintain attention for long periods while working on various tasks.
  • Must be able to communicate effectively in both verbal and written form.
  • Occasional travel may be required.
  • The work environment is typically quiet and climate-controlled, with standard office equipment available.
  • This role may be performed in a hybrid or remote setting, depending on business needs and employee accommodation.

Responsibilities and requirements are subject to change based on business needs.
What We Offer:
At ExtensisHR, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You, Supported program, we provide a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:
  • Competitive compensation to reward you for your hard work every day.
  • Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
  • Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one.
  • Student Loan Assistance Program where ExtensisHR contributes toward your student loans.
  • Pretax Spending Accounts to ease taxes on health and dependent care expenses.
  • Extensive professional development programs to help you get to where you want to go in your career.
  • Discounts in retail and entertainment.
  • A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities.
  • Complimentary coffee and snacks to keep you fueled and productive throughout the day.

ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Position Salary:
$65,000-$85,000
Effective 06/1/2025 NJ passed a Pay Transparency Law which requires NJ based hiring to include a compensation range on each job posting. This compensation range is presented in good faith for candidates that are hired in these roles will be presented a salary within the range stated on the job posting.
Work Environment:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
ExtensisHR is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ExtensisHR is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ExtensisHR are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ExtensisHR will not tolerate discrimination or harassment based on any of these characteristics.
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