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Retirement Plan Associate Jobs in Indiana (NOW HIRING)

Compass Group

WAIT STAFF ASSOCIATE

Kokomo, IN · On-site

$15/hr

Retirement Plan * Associate Shopping Program * Health and Wellness Programs * Discount Marketplace * Identity Theft Protection * Pet Insurance * Voluntary Benefits, including Critical Illness ...

Sonicjobs

COOK (FULL TIME)

Rockport, IN · On-site

$20 - $22/hr

Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, and Voluntary Benefits, including Critical Illness Insurance ...

Compass Group

DISHWASHER (FULL TIME)

Carmel, IN · On-site

$13 - $16.50/hr

Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...

Compass Group

JANITOR (FULL TIME)

Batesville, IN · On-site

$15/hr

Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...

Compass Group

JANITOR (FULL TIME)

Batesville, IN · On-site

$15/hr

Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...

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Retirement Plan Associate information

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 are the most commonly searched types of Retirement Plan jobs in Indiana? The most popular types of Retirement Plan jobs in Indiana are:
What cities in Indiana are hiring for Retirement Plan Associate jobs? Cities in Indiana with the most Retirement Plan Associate job openings:
Retirement Plan Associate jobs near you
Senior Retirement Plan Consultant

Senior Retirement Plan Consultant

FIRST MERCHANTS

Lafayette, IN • Hybrid

$112K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

First Merchants Bank rating

8.0

Company rating: 8.0 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

54th of 141 rated banks

Job description

First Merchants Bank is seeking a Senior Retirement Plan Consultant to join our team! This position serves as a trusted advisor to employers, helping them design, manage, and improve their retirement plans while supporting strong governance and better outcomes for employees. This role combines technical retirement plan expertise with relationship management, strategic consulting, and a focus on longterm financial wellbeing in the workplace. The consultant partners closely with plan sponsors and retirement committees to provide guidance across plan design, investments, fiduciary responsibilities, and participant experience. This is a hybrid opportunity offering a mix of work from home as well as in office days at one of our regional headquarters.

As part of this role, you will:

  • Lead strategic discussions with plan sponsors around plan design, regulatory trends, and longterm plan objectives.
  • Develop and implement participant education and communication strategies tailored to workforce needs.
  • Serve as a primary advisory resource for the organization’s largest retirement plans, ensuring consistent and highquality service.
  • Partner with internal teams to enhance service delivery, advisor development, and continued growth of the Workplace Wealth practice. Managing a book of retirement plan investment advisory business.
  • Mentor and support advisors, sharing best practices and helping strengthen overall team expertise.
  • Conduct regular review meetings with new and existing clients.
  • Develop/enhance referral process from Bank associates to Workplace Wealth.
  • Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile.
  • Develop and strengthen lead generation from other Centers of Influence.
  • Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.

To be successful in this position, we require the following:

  • Associate's degree in business, accounting, or related field of study. 
  • A minimum of five (5) years' experience working/consulting with Plan Sponsors.

The following would be a plus: 

  • Strong ERISA knowledge
  • Series 6 or 7, Series 66 and insurance licenses

First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

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