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Retirement Plan Consulting Jobs (NOW HIRING)

124 CCG CCG

Retirement Plan Consultant

Los Angeles, CA · On-site

$99K - $159K/yr

124 CCG CCG is seeking an Internal Retirement Plan Counselor who will play a vital role in assisting investors as they save for retirement. This position involves collaborating with financial ...

124 CCG CCG

Retirement Plan Consultant

Los Angeles, CA · On-site

$99K - $159K/yr

124 CCG CCG is seeking an Internal Retirement Plan Counselor who will play a vital role in assisting investors as they save for retirement. This position involves collaborating with financial ...

Basic Capital

Lead Retirement Plan Specialist

New York, NY · On-site

$130K - $180K/yr

Lead Retirement Plan Specialist About Basic Capital Basic Capital is a fintech company disrupting ... You'll shape how plan consulting actually works at a modern recordkeeper. What you'll do Consult ...

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Retirement Plan Consulting information

See salary details

$43.5K

$71.4K

$98.5K

How much do retirement plan consulting jobs pay per year?

As of Aug 8, 2026, the average yearly pay for retirement plan consulting 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.

How does a retirement plan consultant collaborate with employers and plan participants to ensure successful plan administration?

Retirement Plan Consultants work closely with employers to design, implement, and maintain retirement plans that meet both regulatory standards and the specific needs of employees. They frequently conduct meetings with HR teams and company leadership to review plan performance, address compliance issues, and recommend enhancements. Consultants also provide educational sessions for plan participants, helping them understand plan features and make informed decisions about their retirement savings. This role requires strong communication skills and the ability to translate complex regulations into actionable guidance for clients.

What are the key skills and qualifications needed to thrive as a retirement plan consultant, and why are they important?

To thrive as a Retirement Plan Consultant, you need comprehensive knowledge of retirement plan regulations, financial planning, and investment strategies, often supported by a bachelor's degree in finance or related field and relevant certifications such as the QPA or CPC. Proficiency with retirement plan administration software, recordkeeping systems, and compliance tools is typically required. Exceptional client communication, analytical thinking, and problem-solving skills help consultants build trust and effectively address client needs. These skills and qualifications are critical to ensure regulatory compliance, optimize retirement solutions, and deliver value to clients.

What is the difference between Retirement Plan Consulting vs Retirement Plan Administration?

AspectRetirement Plan ConsultingRetirement Plan Administration
Primary FocusProviding strategic advice on plan design, compliance, and investment optionsManaging day-to-day operations, recordkeeping, and compliance tasks
Required CredentialsCertifications like CFP, CFA, or CPFA often preferredCertifications like ERPA or CPFA may be relevant, but focus is on operational skills
Work EnvironmentConsulting firms, financial advisory firms, or in-house HR teamsPlan sponsor organizations, third-party administration firms
Employer & Industry UsageUsed by financial advisors, consulting firms, and HR departmentsUsed by third-party administrators, recordkeepers, and plan sponsors

While Retirement Plan Consulting focuses on strategic advice and plan design, Retirement Plan Administration handles the operational and compliance aspects of managing retirement plans. Both roles are essential in the retirement industry but serve different functions to ensure effective plan management.

What is retirement plan consulting?

Retirement plan consulting is a professional service that helps businesses and organizations design, implement, and manage employee retirement plans, such as 401(k)s and pensions. Consultants provide expertise on plan selection, compliance with regulations, investment options, and employee education. Their goal is to ensure that retirement plans are effective, cost-efficient, and meet both employer and employee needs while adhering to legal requirements.
More about Retirement Plan Consulting jobs
What states have the most Retirement Plan Consulting jobs? States with the most job openings for Retirement Plan Consulting jobs include:
What job categories do people searching Retirement Plan Consulting jobs look for? The top searched job categories for Retirement Plan Consulting jobs are:
Retirement Plan Consulting jobs near you
Infographic showing various Retirement Plan Consulting job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% 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

124 CCG CCG

Los Angeles, CA • On-site

$99K - $159K/yr

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

124 CCG CCG is seeking an Internal Retirement Plan Counselor who will play a vital role in assisting investors as they save for retirement. This position involves collaborating with financial advisors and making outbound calls to present solutions. Candidates should have a bachelor's degree and relevant sales experience. The position offers a competitive salary range of $99,484‐$159,174 along with performance bonuses, generous health benefits, and a retirement plan that includes a 15% contribution from Capital. #J-18808-Ljbffr

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