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Retirement Plan Consultant Jobs (NOW HIRING)

Sentinel Group

Retirement Plan Consultant

Wakefield, MA · On-site +1

$65K - $85K/yr

The Plan Consultant position offers a retirement plan professional the opportunity to manage a book of clients while supporting their retirement plan administration and recordkeeping needs. This role ...

OneDigital

Retirement Plan Consultant

Chicago, IL · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

Sentinel Group

Retirement Plan Consultant

Wakefield, MA · Remote

$65K - $85K/yr

The Plan Consultant position offers a retirement plan professional the opportunity to manage a book of clients while supporting their retirement plan administration and recordkeeping needs. This role ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

Sentryinsurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to establish and maintain trusted relationships with clients, ensuring their needs are fully addressed ...

Shepherd Financial

Retirement Plan Consultant

Position Description The Retirement Plan Consultant helps promote organizational growth through the delivery of exceptional, timely support to our clients. The ability to work independently is ...

Sentryinsurance

Retirement Plan Consultant

Kansas City, KS · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

Sentry

Retirement Plan Consultant

Denver, CO · On-site

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

OneDigital

Retirement Plan Consultant

Chicago, IL · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to establish and maintain trusted relationships with clients, ensuring their needs are fully addressed ...

SaveDay Inc

Retirement Plan Consultant

Sunnyvale, CA · On-site

... and retirement plans Responsible for all aspects of ERISA plan administration including Defined ... investment advisors, consultants, and client referral sources. Qualifications Nice to have ...

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Retirement Plan Consultant information

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$43.5K

$71.4K

$98.5K

How much do retirement plan consultant jobs pay per year?

As of Jul 30, 2026, the average yearly pay for retirement plan consultant in the United States is $71,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $78,500.00 per year, depending on experience, location, and employer.

Is retirement plan consultants legit?

Retirement plan consultants are professionals who advise organizations on managing and designing retirement plans, such as 401(k)s. They typically hold certifications like the Certified Retirement Counselor (CRC) or Certified Employee Benefit Specialist (CEBS) and work within regulated financial or consulting firms, making their services generally legitimate and regulated by industry standards.

What are some typical daily responsibilities of a Retirement Plan Consultant?

On a daily basis, Retirement Plan Consultants work with clients to design, implement, and manage retirement benefit plans such as 401(k)s and pension programs. They conduct plan reviews, ensure compliance with regulatory standards, and provide guidance on plan improvements or corrections. Consultants also prepare reports, answer client inquiries, and may deliver educational sessions to plan participants. Collaboration with internal teams and external partners, like financial advisors and third-party administrators, is a regular part of the job.

What does a Retirement Plan Consultant do?

A Retirement Plan Consultant helps businesses and organizations design, implement, and manage employee retirement plans. They ensure compliance with regulations, provide guidance on plan options, and assist employers in making informed decisions to maximize benefits for employees. Consultants may also educate employees on investment choices and retirement planning. Their goal is to create efficient and effective retirement solutions that align with company objectives and employee needs.

How to become a retirement plan consultant?

To become a retirement plan consultant, typically one needs a bachelor's degree in finance, economics, or a related field, along with experience in financial advising or employee benefits. Earning certifications such as the Certified Retirement Counselor (CRC) or Certified Employee Benefits Specialist (CEBS) can enhance credibility. Strong knowledge of retirement plan regulations, client management skills, and familiarity with financial planning tools are also important.

What are the key skills and qualifications needed to thrive in the Retirement Plan Consultant position, and why are they important?

To thrive as a Retirement Plan Consultant, you need in-depth knowledge of retirement plan design, ERISA regulations, and financial analysis, typically supported by a degree in finance, accounting, or a related field. Familiarity with recordkeeping software, plan administration systems, and professional certifications like QKA or CPC are often required. Outstanding communication, relationship-building, and problem-solving skills set top consultants apart. These abilities are vital for ensuring regulatory compliance, delivering effective client solutions, and maintaining strong client relationships.

How much does a retirement plan advisor make?

A retirement plan advisor's salary typically ranges from $60,000 to $120,000 annually, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on the assets they manage and their sales performance.

What does a retirement consultant do?

A retirement plan consultant advises individuals and organizations on retirement savings options, helps design and manage retirement plans, and ensures compliance with regulations. They analyze financial data, recommend investment strategies, and often hold certifications such as the Certified Retirement Counselor (CRC) or Certified Financial Planner (CFP). Their work typically involves client meetings, financial analysis, and staying updated on industry laws and best practices.
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Retirement Plan Consultant jobs near you
Infographic showing various Retirement Plan Consultant job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 88% Full Time, 7% Part Time, and 4% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $71,437 per year, or $34.3 per hour.

Retirement Plan Consultant

Massachusetts Mutual Life Insurance Company (MassMutual)

Springfield, MA • On-site

$104K - $137K/yr

Full-time

Retirement

Re-posted 13 days ago

MassMutual rating

7.8

Company rating: 7.8 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

185th of 299 rated insurance

Job description

Retirement Plan Consultant
Full-Time, Springfield, Boston
The Opportunity
We are seeking a Retirement Plan Consultant to join our team. Where your ability to be agile, personal accountability and comfort in a mostly autonomous role will be key to your success. You'll be the face of Workplace Retirement Solutions, cultivating personal relationships, collaborating with and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help identify, create and implement the products, services and capabilities required for our General Agents and Advisors to succeed in the group retirement plan market.
The Team
MMLIS Workplace Retirement Solutions (WRS) is a dedicated team of Retirement Plan Consultants who provide MassMutual Financial Professionals customized sales strategies to effectively win new business and implement a superior service model to retain valued retirement plan clients. Each member of the team is highly skilled at working in an autonomous environment. Team members are selfless with their time and routinely rely on each other for guidance, backup and support.
The Impact:
As a Retirement Plan Consultant, your responsibilities will include, but not be limited to the following:
  • Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems.
  • Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries.
  • Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews.
  • Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth.
  • Possess a strong knowledge of retirement plan recordkeeping products and services.
  • Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.

The Minimum Qualifications
  • 5+ years of retirement plan experience
  • 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design
  • 2+ years of experience with Defined Benefit Plans
  • 2+ years of experience with Cash Balance Plans
  • 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies)
  • FINRA series 6 and series 63 license at time of application
  • 3+ years of experience with Microsoft Office Suite, particularly PowerPoint
  • Bachelor's degree or HS Diploma with 8+ years of retirement plan experience

The Ideal Qualifications
  • Experience with Employee Stock Ownership Plans
  • Strong communication and presentation skills
  • Strong problem-solving skills
  • Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced environment.

What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset
#LI-RS1
Salary Range:
$104,900-$137,700
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

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