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Retirement Plan Associate Jobs in Phoenix, AZ (NOW HIRING)

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Senior Retirement Plan Specialist - Direct Hire!

Chandler, AZ · On-site

Position Summary The Senior Retirement Plan Specialist (CSM) serves as the primary relationship ... Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ...

Empower

Retirement Consultant

Gilbert, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Gilbert, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Chandler, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Tempe, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Chandler Heights, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Phoenix, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

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Retirement Plan Associate information

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How much do retirement plan associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for retirement plan associate in Phoenix, AZ is $19.73, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $20.53 per hour, depending on experience, location, and employer.

What is a retirement plan associate?

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.

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 the most commonly searched types of Retirement Plan jobs in Phoenix, AZ?

The most popular types of Retirement Plan jobs in Phoenix, AZ are:

What cities near Phoenix, AZ are hiring for Retirement Plan Associate jobs?

Cities near Phoenix, AZ with the most Retirement Plan Associate job openings:

Retirement Plan Associate jobs near you

Senior Associate, Retirement Plan Administration

Vestwell

Scottsdale, AZ

$80K - $90K/yr

Full-time

Medical, Life, Retirement

Re-posted 10 days ago

Key responsibilities

  • Perform year-end testing for DC plans.

  • Answer questions from the client service team on retirement plan subjects.

  • Assist with plan terminations and EPCRS corrections.

Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. 
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell's bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.

This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell's clients and driving product improvements. 

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.
What Will You Be Doing?

  • Year end testing for DC plans. 
  • Answer questions from the client service team on retirement plan subjects.
  • Assist with plan terminations and EPCRS corrections.
  • Provide consulting services to sponsor and advisors as needed.

Requirements

  • Minimum 4 years of Retirement Plan Administration experience.
    • Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
  • Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
  • Exceptional understanding of plan administration, compliance testing and IRS regulations.
  • Excellent written & oral communication skills.
  • Meticulous attention to detail & organization.
  • Passion for helping people.
  • Proficient in Microsoft Office Suite & G suite.
  • Proven ability to think analytically & operate independently within set deadlines.
  • Team player. 
  • Shows ownership and initiative in all aspects of work.
  • QKA certifications.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.
The expected salary range for this position is $80K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Employee Benefits
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.

Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.