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Retirement Plan Conversion Analyst Jobs (NOW HIRING)

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Definiti is a national retirement services company that helps clients manage and administer their ... Analyze plan provisions and census data to determine eligibility, key/highly compensated employees ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Definiti is a national retirement services company that helps clients manage and administer their ... Analyze plan provisions and census data to determine eligibility, key/highly compensated employees ...

Benetrends

Retirement Plan Analyst (401k)

Lansdale, PA · Remote

$70K/yr

About the Role We Are Excited to Welcome a Retirement Plan Analyst - Total Administration (401(K)) to Our Team! You'll Take Ownership of the Day to Day Administration and Compliance of a Portfolio of ...

Farmers National Bank

Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports ... retirement age or over 70 1/2; check vesting; calculate maximum tax-deductible contribution ...

Sentry Insurance

Senior Retirement Plan Analyst

Madison, WI · On-site

$88K - $117K/yr

What You'll Do As a Senior Retirement Plan Analyst , you'll leverage your technical retirement plan knowledge and experience in the development and marketing of 401(k) products. Along with this ...

RK Partners

Retirement Plan Advisor (Fresno)

San Jose, CA · On-site

$96K - $100K/yr

Coordinates plan conversion and termination * Interfaces with service providers regarding processes ... Strong financial and analytical * Strong verbal and written communication * An understanding of the ...

RK Partners

Retirement Plan Advisor (Fresno)

Chicago, IL · On-site

$96K - $100K/yr

Coordinates plan conversion and termination * Interfaces with service providers regarding processes ... Strong financial and analytical * Strong verbal and written communication * An understanding of the ...

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Retirement Plan Conversion Analyst information

What does a retirement plan conversion analyst do?

A Retirement Plan Conversion Analyst is responsible for transitioning retirement plans, such as 401(k)s or pension plans, from one financial service provider to another. They ensure accurate transfer of participant data, assets, and plan documentation while minimizing disruption for plan sponsors and participants. The analyst works closely with clients, internal teams, and external vendors to coordinate the conversion process, troubleshoot issues, and ensure compliance with regulatory requirements. Their role is critical in maintaining data integrity and a smooth transition for all stakeholders involved.

What are the key skills and qualifications needed to thrive as a retirement plan conversion analyst?

To thrive as a Retirement Plan Conversion Analyst, you need strong analytical abilities, attention to detail, and a solid understanding of retirement plan regulations, typically supported by a degree in finance, business, or a related field. Familiarity with retirement plan administration software such as Relius or Omni, proficiency in Excel, and sometimes ASPPA or similar certifications are commonly required. Excellent communication, project management, and problem-solving skills set standout analysts apart when coordinating with clients and internal teams. These skills ensure accurate and efficient plan transitions, regulatory compliance, and high client satisfaction during complex conversion processes.

What are some common challenges faced during the retirement plan conversion process, and how does a retirement plan conversion analyst help address them?

A major challenge in the retirement plan conversion process is ensuring accurate and timely data migration from the previous provider to the new system, while minimizing disruptions for plan participants. Retirement Plan Conversion Analysts play a critical role by coordinating with internal teams, external vendors, and clients to resolve discrepancies, clarify data requirements, and troubleshoot technical issues. They also help manage tight timelines and regulatory requirements, ensuring a smooth transition and clear communication throughout the process. This role requires strong attention to detail, problem-solving skills, and effective collaboration with multiple stakeholders.

What are popular job titles related to Retirement Plan Conversion Analyst jobs?

For Retirement Plan Conversion Analyst jobs, the most frequently searched job titles are:

Infographic showing various Retirement Plan Conversion Analyst job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Retirement Plan Administrator

Chicago, IL • On-site, Remote

Strongpoint Partners
Finance and Insurance • 51 - 200 employees
Learn more about Strongpoint Partnersexternal

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 hours ago

Key responsibilities

  • Manage and perform A-Z administration of retirement plans, including plan design, compliance testing, and client service.

  • Support and guide other plan administrators in fulfilling client requirements.

  • Own stewardship of all assigned business relationships and participate in process improvements.

Job description

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

Position Summary:

Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approx. 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service. 

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.

Key Responsibilities:

  • Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases
  • Serve as a guide to other plan administrators in supporting client requirements
  • Initiate and participate in process improvements
  • Complete leadership and/or project management courses
  • Provide strategic guidance and assist in defining strategic goals
  • Efficiently utilize technology to perform the duties of this position
  • Attend staff meetings and trainings as requested
  • Maintain team approach by assisting in areas appropriate for this position
  • Own stewardship of all assigned business relationships
  • Perform other duties as assigned

Minimum Requirements:

  • Bachelors degree from an accredited college or university or equivalent.
  • 3-5+ years of A-Z retirement plan administration experience with defined contribution plans.
  • 3-5+ years of client services experience.
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
  • Must be organized and detail-oriented.
  • Exceptional approach to client service focusing on communications, timely solutions, and client needs.
  • Team player, collaborative, able to work with and through others.
  • Strong verbal and written communication skills.
  • Ability to work well under pressure with multiple priorities and deadlines.
  • Excellent analytical and problem-solving skills.
  • Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.

Preferred Requirements:

  • QKA and/or QPA, (or similar industry certification), preferred.
  • Experience with DB/CB plans and/or Combo plans, preferred.

Pay Transparency Statement:

The anticipated pay range for this position is $65,000-$85,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Flexible PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.