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Retirement Plan Assistant Jobs (NOW HIRING)

Voya Financial, Inc.

Retirement Plan Specialist

Fresno, CA · On-site

$77.58K - $96.98K/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 ...

Gallagher

Retirement Plan Specialist

Harrisburg, PA · On-site

Overview The Retirement Plan Administrator is responsible for managing and administering corporate ... Conduct annual compliance testing and assist with audit preparation. * File required documents ...

FAVARH

Retirement Plan Specialist

Albuquerque, NM

$63.47K - $79.34K/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 ...

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77.58K - $96.98K/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 ...

FAVARH

Retirement Plan Specialist

Fresno, CA · Hybrid

$77.58K - $96.98K/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 ...

Shepherd Financial

Retirement Plan Consultant

... assist with plan operations and document updates • Provide effective verbal and written ... for qualified retirement plans • Assist clients with service and IRS plan terminations • ...

Shepherd Financial LLC

... assist with plan operations and document updates • Provide effective verbal and written ... for qualified retirement plans • Assist clients with service and IRS plan terminations • ...

Northwest

Retirement Plan Admininistrator

Erie, PA

PA0220 Erie - 8th & State The Retirement Plan Administrator is responsible for the administration ... Assist with installation and administration of each plan Assist with internal education and ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

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 ...

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 ...

Northwest Bank

Retirement Plan Admininistrator

Erie, PA · On-site

PA0220 Erie - 8th & State The Retirement Plan Administrator is responsible for the administration ... Assist with installation and administration of each plan • Assist with internal education and ...

HUB

Retirement Plan Loan Specialist

Austin, TX · Hybrid

$30/hr

Retirement Plan Loan Specialist Compensation: $25-$30.00 per hour with a 6% Yearly Discretionary ... obligations. * Assist with ERISA plan corrections under the IRS Employee Plans Compliance ...

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Retirement Plan Assistant information

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.

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 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.
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Retirement Plan Assistant jobs near you
Infographic showing various Retirement Plan Assistant job openings in the United States as of May 2026, with employment types broken down into 72% Full Time, 25% Part Time, and 3% Contract. Highlights an 97% Physical, and 3% Remote job distribution.
Retirement Plan Specialist

Retirement Plan Specialist

Voya Financial, Inc.

Fresno, CA • On-site

$77.58K - $96.98K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Voya Financial rating

7.7

Company rating: 7.7 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

99th of 138 rated financial services

Job description

Together we fight for everyone's opportunity for a better financial future.
We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now
Profile Summary:
Retirement Plan Specialist for the Tax Exempt Market
Profile Description:
  • Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
  • Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
  • Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
  • Work with Plan Sponsors to increase participation among their employees.
  • Contribute to the development and implementation of presentation material.
  • Assist in scheduling retirement seminars/one-on-one appointments.
  • Maintain compliance with all firm and FINRA regulatory requirements.
  • May provide guidance and training to more junior staff
  • Additional responsibilities may be assigned

Knowledge & Experience:
  • Minimum 3 years of experience in retirement/financial services
  • Bachelor's degree or equivalent experience
  • FINRA Series 6 or 7 and 63, 65
  • Strong interpersonal & communication skills
  • Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
  • Looks for ways to improve and promote quality
  • Strong organization skills; demonstrates accuracy and thoroughness

***This position is a Hybrid position, this individual must be onsite in our Fresno, CA office 2-4 times per month.***
#LI-NV1
Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$77,580 - $96,980 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan - with generous company matching contributions (up to 6%)
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more aboutCritical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
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