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Retirement Plan Assistant Jobs (NOW HIRING)

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 ...

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 ...

Sentryinsurance

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 ...

Empower Retirement

Retirement Plan Advisor

Springfield, MA · On-site

$79K - $112K/yr

This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...

Empower Retirement

Retirement Plan Counselor

Detroit, MI · On-site

$59K - $84K/yr

This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...

Empower Retirement

Retirement Plan Advisor

Hartford, CT · On-site

$79K - $112K/yr

This position will also assist the Relationship Management team in effectively establishing and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

Empower Retirement

Retirement Plan Advisor

Chicago, IL · On-site

$75K - $107K/yr

This position will also assist the Relationship Management team in effectively establishing and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

Empower Retirement

Retirement Plan Advisor

Austin, TX · On-site

$72K - $101K/yr

This position will also assist the Relationship Management team in effectively establishing and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

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Retirement Plan Assistant information

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.

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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What are the most commonly searched types of Retirement Plan jobs? The most popular types of Retirement Plan jobs are:
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Retirement Plan Assistant jobs near you
Infographic showing various Retirement Plan Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution.
Retirement Plan Consultant

Retirement Plan Consultant

Massachusetts Mutual Life Insurance Company (MassMutual)

Springfield, MA • On-site

$104K - $137K/yr

Full-time

Retirement

Posted 27 days ago

MassMutual rating

8.1

Company rating: 8.1 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

134th of 281 rated insurance

Job description

Retirement Plan Consultant
Full-Time, Springfield, Boston
The Opportunity
We are seeking a Retirement Plan Consultant to join our team. Where your ability to be agile, personal accountability and comfort in a mostly autonomous role will be key to your success. You'll be the face of Workplace Retirement Solutions, cultivating personal relationships, collaborating with and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help identify, create and implement the products, services and capabilities required for our General Agents and Advisors to succeed in the group retirement plan market.
The Team
MMLIS Workplace Retirement Solutions (WRS) is a dedicated team of Retirement Plan Consultants who provide MassMutual Financial Professionals customized sales strategies to effectively win new business and implement a superior service model to retain valued retirement plan clients. Each member of the team is highly skilled at working in an autonomous environment. Team members are selfless with their time and routinely rely on each other for guidance, backup and support.
The Impact:
As a Retirement Plan Consultant, your responsibilities will include, but not be limited to the following:
  • Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems.
  • Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries.
  • Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews.
  • Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth.
  • Possess a strong knowledge of retirement plan recordkeeping products and services.
  • Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.

The Minimum Qualifications
  • 5+ years of retirement plan experience
  • 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design
  • 2+ years of experience with Defined Benefit Plans
  • 2+ years of experience with Cash Balance Plans
  • 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies)
  • FINRA series 6 and series 63 license at time of application
  • 3+ years of experience with Microsoft Office Suite, particularly PowerPoint
  • Bachelor's degree or HS Diploma with 8+ years of retirement plan experience

The Ideal Qualifications
  • Experience with Employee Stock Ownership Plans
  • Strong communication and presentation skills
  • Strong problem-solving skills
  • Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced environment.

What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset
#LI-RS1
Salary Range:
$104,900-$137,700
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

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