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Retirement Plan Associate Jobs (NOW HIRING)

Bravera

Retirement Plan Associate

Bismarck, ND · On-site

$36K - $45K/yr

Bravera Wealth is hiring for a Retirement Plan Associate in Bismarck, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their ...

Associatedbank

Retirement Plan Specialist

Milwaukee, WI

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Associate's degree or equivalent combination of education and experience * Less than 2 years of ...

ADP

Retirement Plan Specialist

Chicago, IL · On-site

You can work independently, as well as collaborate with other ADP Sales Associates. * Trusted ... ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ...

Associatedbank

Retirement Plan Specialist

Neenah, WI

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Associate's degree or equivalent combination of education and experience * Less than 2 years of ...

Associatedbank

Retirement Plan Specialist

Green Bay, WI · On-site

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Associate's degree or equivalent combination of education and experience * Less than 2 years of ...

Associated Bank

Retirement Plan Specialist

Neenah, WI · On-site

Support retirement plan administration by reviewing plan documents, transactions, and account ... Associate's degree or equivalent combination of education and experience * Less than 2 years of ...

ADP

Retirement Plan Specialist

Tempe, AZ

You can work independently, as well as collaborate with other ADP Sales Associates. * Trusted ... ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ...

ADP

Retirement Plan Specialist

Chicago, IL · On-site

You can work independently, as well as collaborate with other ADP Sales Associates. * Trusted ... ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ...

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How much do retirement plan associate jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for retirement plan associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

How does a Retirement Plan Associate typically collaborate with plan sponsors and participants?

A Retirement Plan Associate frequently acts as a key liaison between plan sponsors (such as employers) and plan participants (employees), addressing inquiries about plan features, compliance requirements, and account management. They coordinate with sponsors to ensure retirement plans are administered in line with legal regulations and company policies, and often assist participants with enrollment, withdrawals, and beneficiary updates. This collaborative work often involves ongoing communication, problem-solving, and providing educational sessions to help both sponsors and participants make informed decisions regarding their retirement benefits.

What are the key skills and qualifications needed to thrive as a Retirement Plan Associate, and why are they important?

To thrive as a Retirement Plan Associate, you need a solid understanding of retirement plan regulations, financial concepts, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with recordkeeping systems, compliance software, and industry certifications such as ASPPA or CEBS is often required. Strong attention to detail, analytical thinking, and effective client communication are crucial soft skills for this role. These skills ensure accurate plan administration, regulatory compliance, and high-quality service to clients and plan participants.

What are Retirement Plan Associates?

Retirement Plan Associates are professionals who assist in the administration and management of employer-sponsored retirement plans, such as 401(k)s or pension plans. They help ensure that plans comply with legal regulations, process employee enrollments, handle distributions and loans, and provide ongoing support to employers and plan participants. Their work often involves communication with plan providers, regulatory agencies, and employees to resolve issues and answer questions about retirement benefits.
What cities are hiring for Retirement Plan Associate jobs? Cities with the most Retirement Plan Associate job openings:
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 Associate jobs near you
Retirement Plan Associate

Retirement Plan Associate

Provenance Wealth Advisors

Fort Lauderdale, FL • On-site

Full-time

Retirement

Posted 7 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 Associate plays a vital support and coordination role within Provenance Wealth Advisors' growing Retirement Plan Services team. This individual is responsible for assisting consultants and advisors in delivering exceptional retirement plan consulting services to plan sponsors and their participants. The position requires strong organizational, analytical, and communication skills to handle technical plan administration tasks, client service activities, and team-based project coordination.
This is a mid level role ideal for a retirement plan professional who understands plan operations and compliance requirements and thrives in a fast-paced, client-facing environment with room to grow.
Job Duties and Responsibilities
Technical Responsibilities
  • Assist in the preparation and review of plan documents, amendments, investment policy statements, and fiduciary files.
  • Prepare fee benchmarking reports, fund performance summaries, and draft plan comparisons during RFPs.
  • Maintain accurate and timely records in CRM, retirement plan platforms, and internal databases.
  • Track plan-related regulatory deadlines and coordinate with service providers to ensure compliance.
  • Stay updated on retirement plan regulations (ERISA, DOL/IRS guidelines), industry trends, and vendor platform changes.
  • Compile financial metrics for retirement unit, gather key data from vendors and reconcile quarterly advisor payments.
  • Track open prospect opportunities

Client-Facing Responsibilities
  • Respond to routine plan sponsor inquiries, including document requests, contribution questions, and service issues.
  • Prepare materials for client review meetings and committee presentations.
  • Participate in client meetings and assist in documenting action items and follow-ups.
  • Coordinate participant education sessions, enrollment meetings, and distribute educational materials as needed.
  • Assist with onboarding new retirement plan clients, including information gathering, document collection, and setup coordination.

Team Responsibilities
  • Work closely with Retirement Plan Consultants and Advisors to deliver comprehensive plan support and service.
  • Collaborate with internal departments such as Investment Research, Compliance, and Operations on plan-related needs.
  • Support training efforts for junior staff and contribute to documentation and process improvements.
  • Act as liaison with third-party administrators (TPAs), recordkeepers, and custodians for plan-related tasks and escalations.
  • Maintain a proactive, service-oriented culture aligned with PWA's fiduciary values and client service standards.
  • Oversee plan sponsors' investment fund lineup performance, including making replacement recommendations as needed.

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 Business, Finance, Accounting, or related field.
  • 3-5 years of experience working with employer-sponsored retirement plans in a recordkeeping, advisory, or TPA capacity.
  • Strong understanding of qualified retirement plans (401(k), 403(b), profit-sharing, DB) and plan operations.
  • Proficiency with Microsoft Office Suite (especially Excel), CRM tools, and retirement plan platforms.
  • Ability to manage multiple tasks and deadlines in a detail-oriented, fast-paced environment.
  • Excellent written and verbal communication skills with a client-service mindset.

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