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Retirement Plan Associate Jobs (NOW HIRING)

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Retirement Plan Loan Specialist

Austin, TX · Hybrid

$30/hr

Retirement Plan Loan Specialist Compensation: $25-$30.00 per hour with a 6% Yearly Discretionary ... Associate's or Bachelor's degree in Finance, Business Administration, or a related field. * ASPPA ...

IMA Financial Group

Retirement Plan Advisor

Denver, CO · On-site

$100K - $125K/yr

Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations * Facilitates team ...

Empower

Retirement Plan Advisor- Jackson

Jackson, MS · On-site +1

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ...

IMA Financial Group

Retirement Plan Manager

Wichita, KS · On-site

$15 - $18.50/hr

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

IMA Financial Group

Retirement Plan Manager

Dallas, TX · On-site

$75K - $100K/yr

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Raymondjames

Retirement Plan Service Associate

Memphis, TN · Hybrid

$15.25 - $20.50/hr

Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by assisting internal associates and ...

Empower

Retirement Plan Advisor

Providence, RI · On-site +1

$75K - $107K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ...

Raymondjames

Retirement Plan Service Associate

Southfield, MI · Hybrid

$14.50 - $19.25/hr

Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by assisting internal associates and ...

IMA Financial Group

Retirement Plan Manager

Wichita, KS · On-site

$16.50 - $20.50/hr

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Raymond James

Retirement Plan Service Associate

Southfield, MI · Hybrid

$14.50 - $19.25/hr

Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by assisting internal associates and ...

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How much do retirement plan associate jobs pay per hour?

As of Jun 7, 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

Wealth Management Client Service Associate

DSB Rock Island

Hopkins, MN

Full-time

Retirement

Posted 15 days ago

Job description

Support the client service experience of a Top 25 Twin Cities CPA & Wealth Management firm—where relationships, responsiveness, and operational excellence matter.

DSB Rock Island is hiring a Wealth Management Client Service Associate to support retirement plan administration, insurance operations, and wealth management client service in a collaborative, growth-focused environment.

What You’ll Do

  • Support 401(k) administration and retirement plan operations
  • Assist with insurance applications, claims, and policy servicing
  • Coordinate client service requests and follow-up activities
  • Maintain service calendars, records, and account documentation
  • Prepare reports, spreadsheets, and client meeting materials
  • Support financial administration and account maintenance
  • Partner with advisors and operations leadership to deliver exceptional client service

What We’re Looking For

  • Strong organization and attention to detail
  • Client-first mindset with strong communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Process improvement and problem-solving mindset
  • Proficiency in Microsoft Office and Adobe Acrobat

Education & Experience

  • 2+ years of administrative and/or operations experience in professional services or accounting
  • Associate or Bachelor’s degree preferred

Why DSB Rock Island?

Join a collaborative, people-centered firm with EOS® clarity and accountability, modern technology, and meaningful opportunities for professional growth. If you value integrity, mastery, and service, you’ll find the support you need here every step of the way.

How We Operate EOS®

Clear expectations. Data-driven decisions. Continuous improvement. Ownership and accountability.

DSB Rock Island is an equal opportunity employer.