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How much do retirement plan consultant jobs pay per year?

As of Aug 16, 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.

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, individuals typically need a bachelor's degree in finance, economics, or a related field, along with strong knowledge of retirement plans and financial regulations. Gaining experience in financial advising or employee benefits is valuable, and obtaining certifications such as the Certified Employee Benefits Specialist (CEBS) or Certified Financial Planner (CFP) can enhance credibility. Strong communication skills and proficiency with financial planning tools are also important for success in this role.

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.

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Retirement Plan Consultant jobs near you
Infographic showing various Retirement Plan Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $71,437 per year, or $34.3 per hour.

Retirement Plan Consultant

Farmers National Bank of Canfield

Fairview Park, OH • On-site

Full-time

Re-posted 13 days ago

Job description

SUMMARY: Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and recommendations. Prepare and submit required government reports and document filings as necessary. Additionally, this role is responsible for preparing reports and presentations for clients, preparing loan documents and amortization schedules and tracking loan payments.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Compile various types of information needed to produce quarterly, semi-annual or annual allocation reports: review and update plan specifications, input census, identify Highly Compensated Employees and Key Employees; prepare SPD enrollment list for newly eligible employees; identify employees past normal retirement age or over 70 1/2; check vesting; calculate maximum tax-deductible contribution; prepare contribution reporting form, if required
  • Reconcile plan assets for each valuation period
  • Develop and implement any plan amendments as necessary
  • Update plan specifications. Allocate employer contribution(s), forfeitures, and investment earnings to plan participants. Determine the top-heavy status of the plan. Check 415 limits. Conduct other applicable compliance tests or reviews relating to: 410(b), ADP, ACP, 402(g), 401(a)(4). Run benefit statements for plan participants
  • Prepare IRS Form 5500 and any related schedules that are necessary as well as the Summary Annual Report. File Forms electronically
  • Calculate benefits for participants due to termination, hardship withdrawals, loans, required minimum distribution or in-service withdrawals. Determine taxable amounts and distribution codes
  • Prepare loan documents and loan amortization schedules. Track loan repayments
  • Maintain contact with and answers inquiries from various sources: clients, accountants, attorneys, insurance agents, brokers, referrers, participants. Conduct research, if required, to respond to specific questions
  • Prepare special studies for current or prospective clients
  • Prepare the required paperwork for plan termination, including benefit election forms
  • Gather information requested by the IRS for plan audits
  • Prepare Form 1099 and Form 945
  • Maintain professional designation, if applicable
  • Communicate with an accountant during large plan audit, if necessary
  • Communicate with the Department of Labor and/or IRS during audit
  • Attend client meetings as required
  • Work on new cases assigned to set up ASC/AMS. Request prior year's information from client to establish a proper database
  • Keep current on all technical issues related to Defined Contribution Plans
  • In closed cases, remove case files after final allocation has been completed and advise AMS Coordinator to change case status
  • Conduct open enrollments
  • Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
  • Regular, predictable attendance is an essential requirement of this position
  • Complete all other duties as assigned

EDUCATION AND/OR EXPERIENCE:
  • High School Diploma or G.E.D. required
  • Minimum of two (2) years' experience with defined contribution plans preferred
  • Basic math and/or accounting skills

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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