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Retirement Plan Consulting information

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$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 Administration Consultant

Transition Finance Strategies LLC

Osseo, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Description:

Retirement Plan Administration Consultant

Maple Grove, MN • 401(k) and Pension


Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge to help employees across the country build financial independence.


At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.


Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.


That’s Where You Come in as a Retirement Plan Administration Consultant

As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.


Your Responsibilities Include:

  • Managing a portfolio of 401(k) client relationships as the primary point of contact
  • Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
  • Calculating employer contributions and reconciling trust accounts
  • Preparing and filing annual government forms and participant statements
  • Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
  • Interpreting plan document provisions and recommending improvements
  • Collaborating with clients, advisors, auditors, and other service providers
  • Staying current on retirement plan regulations through continuing education and research
  • Participating in internal process improvement initiatives and team projects
Requirements:
  • 2+ years of direct 401(k) plan administration experience, including compliance testing
  • Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
  • Strong analytical and organizational skills, with an aptitude for math and accounting
  • Advanced Excel proficiency and working knowledge of Microsoft Word
  • Excellent communication, time management, and client service skills
  • Ability to manage multiple priorities independently and meet deadlines
  • Enthusiasm for professional development and continuous learning
  • Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Why You’ll Love Working Here as a Retirement Plan Administration Consultant

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.


We offer:

  • Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.


We live by our values every day:

  • Precision – Accurate records, timely and error-free service
  • Efficacy – Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy – Supporting regulatory changes that benefit employers and employees
  • Collaboration – Trusted partners to clients, advisors, and teammates
  • Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!


Equal Opportunity Employer
Must be authorized to work in the US.