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Retirement Plan Implementation Specialist Jobs (NOW HIRING)

Mutual of America

Retirement Plan Specialist

Dallas, TX · On-site

$65K - $85K/yr

Retirement Plan Specialist Location: Dallas, TX, or Oklahoma City, OK (remote but must reside within these locations) Who We Are: At Mutual of America Financial Group, we help people build the assets ...

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How much do retirement plan implementation specialist jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for retirement plan implementation specialist in the United States is $34.09, according to ZipRecruiter salary data. Most workers in this role earn between $25.24 and $34.86 per hour, depending on experience, location, and employer.

What is a retirement plan implementation specialist?

A Retirement Plan Implementation Specialist is a professional responsible for guiding organizations through the process of setting up and transitioning retirement benefit plans, such as 401(k)s or pension plans. They coordinate with clients, financial advisors, recordkeepers, and compliance teams to ensure the plan is established accurately and efficiently. Their duties often include project management, regulatory compliance, participant communication, and troubleshooting any issues that arise during the onboarding process. This role is crucial for ensuring employees have access to retirement savings options that meet legal and organizational requirements.

What are the key skills and qualifications needed to thrive as a retirement plan implementation specialist?

To thrive as a Retirement Plan Implementation Specialist, you need a solid understanding of retirement plan regulations (such as ERISA), project management, and strong organizational skills, usually supported by a bachelor's degree in finance, business, or a related field. Familiarity with recordkeeping systems, plan administration software, and certifications like QKA (Qualified 401(k) Administrator) are commonly required. Exceptional communication, problem-solving, and customer service skills help you work effectively with clients and internal teams. These competencies are vital for ensuring accurate plan setup, regulatory compliance, and a smooth client onboarding experience.

What are some common challenges faced by a retirement plan implementation specialist during the onboarding process of new clients?

A Retirement Plan Implementation Specialist often encounters challenges such as aligning client expectations with regulatory requirements, managing tight deadlines for plan transitions, and ensuring accurate data migration from previous providers. Effective communication and collaboration with clients, internal teams, and third-party vendors are crucial to address these issues and ensure a seamless onboarding experience. Staying organized and proactively identifying potential roadblocks helps specialists deliver successful plan implementations.

What cities are hiring for Retirement Plan Implementation Specialist jobs?

Cities with the most Retirement Plan Implementation Specialist job openings:

What are popular job titles related to Retirement Plan Implementation Specialist jobs?

For Retirement Plan Implementation Specialist jobs, the most frequently searched job titles are:

Infographic showing various Retirement Plan Implementation Specialist 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 $70,903 per year, or $34.1 per hour.

Retirement Plan Specialist

Atlanta, GA • On-site, Remote

Mutual of America Financial Group
Insurance Services • 1 - 5K employees
Learn more about Mutual of America Financial Groupexternal

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

 Mutual of America Financial Group

Job Title: Retirement Plan Specialist
Location: Atlanta, GA (hybrid) or Jacksonville, FL (Remote)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Driven to make outbound cold calls into prospective clients
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree
  • Demonstrated cold calling sales ability
  • Knowledge of retirement products (401k and 403b plans)

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $65,000 – $85,000

    Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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