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$33

How much do retirement plan associate jobs pay per hour?

As of Jul 26, 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:
What states have the most Retirement Plan Associate jobs? States with the most job openings for Retirement Plan Associate jobs include:
Retirement Plan Associate jobs near you
Retirement Plan Associate

Retirement Plan Associate

Miller Cooper & Co., Ltd.

Chicago, IL • On-site, Remote

$23.50/hr

Other

Posted 24 days ago

Job description

Retirement Plan Associate (Entry Level)Alliance Pension Consultants, LLC

Hybrid | Full-Time

What You Will Be Doing:

The Retirement Plan Associate is responsible for processing client-provided files, including census updates, employee contributions and loan payments.  Additional duties include distribution processing, loan initiation, statement production, data entry and preparation, assembly of reports and administrator support.  This entrylevel role is ideal for someone looking to start a career in the retirement plan industry.

In this role, you will collaborate with internal teams on the day-to-day maintenance of retirement plans. You’ll learn retirement plan procedures, payroll processing and withdrawal processing.

Key Responsibilities:Payroll Processing
  • Processing client-provided data files.
  • Process and allocate deposits pursuant to participant elections.
  • Verify that payroll file matches deposit amounts received.
  • Monitor trust accounts for timely receipt of deposits.
Withdrawal/Loan Requests
  • Confirm withdrawal type requested is available to the participant.
  • Review received paperwork for completeness.
  • Verify proper state and federal withholding is applied.
  • Request payment timely.
  • Prepare and review loan packages.
Ongoing Administrator Support
  • Assist with quarterly participant statement production.
  • Reconcile employee census data.
  • Reconcile trust cash accounts.
  • Gather documentation for plan audits.
Our Ideal Candidate Has:Education
  • Bachelor’s degree is required. (Business, Finance, Economics, Math, or related fields are a plus.)
Skills
  • Ability to work in a team environment.
  • Proficiency in Microsoft Excel (basic formulas, spreadsheet navigation).
  • Strong verbal and written communication skills.
  • High attention to detail and accuracy.
  • Ability to manage multiple tasks and deadlines.
  • Curiosity, eagerness to learn, and comfort working in a fast-paced environment.
Additional Information
  • Salary Range: $23.50 per hour
    Final compensation depends on experience, education, skills, and internal equity.
  • Location: Primarily remote with occasional onsite requirements at office locations including Chicago, Deerfield and Downers Grove, IL.
  • Training: Full training provided with opportunities for growth into Plan Administration roles.

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