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Retirement Plan Processor Jobs (NOW HIRING)

Associatedbank

Retirement Plan Specialist

Milwaukee, WI

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Identify opportunities to improve operational processes and client service experiences Education ...

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA · On-site

We offer several flexible options for workplace savings and retirement plans The Retirement Plan ... compliant processing of benefit programs If you are looking to join a great team, and have the ...

Mercer Advisors

Retirement Plan Specialist

... process. o Transitioning clients - collaborate with advisors to ensure a seamless transition ... Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after ...

Gallagher

Retirement Plan Specialist

Harrisburg, PA · On-site

Overview The Retirement Plan Administrator is responsible for managing and administering corporate ... Process plan transactions, such as loans, distributions, and rollovers, with accuracy and care.

Associatedbank

Retirement Plan Specialist

Green Bay, WI

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Identify opportunities to improve operational processes and client service experiences Education ...

Associatedbank

Retirement Plan Specialist

Neenah, WI

$17.57 - $30.12/hr

Support retirement plan administration by reviewing plan documents, transactions, and account ... Identify opportunities to improve operational processes and client service experiences Education ...

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA · On-site

We offer several flexible options for workplace savings and retirement plans The Retirement Plan ... compliant processing of benefit programs If you are looking to join a great team, and have the ...

Associated Bank

Retirement Plan Specialist

Neenah, WI · On-site

Support retirement plan administration by reviewing plan documents, transactions, and account ... Identify opportunities to improve operational processes and client service experiences Education ...

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Retirement Plan Processor information

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How much do retirement plan processor jobs pay per hour?

As of May 31, 2026, the average hourly pay for retirement plan processor in the United States is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $19.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Retirement Plan Processor, and why are they important?

To thrive as a Retirement Plan Processor, you need a solid understanding of retirement plan regulations, attention to detail, and experience in financial or benefits administration, often supported by a relevant degree. Familiarity with recordkeeping platforms, compliance software, and proficiency in Microsoft Excel are typically required, and ASPPA or related certifications are advantageous. Strong organizational skills, effective communication, and problem-solving abilities help you excel in managing complex transactions and client inquiries. These skills and qualifications ensure accurate processing, regulatory compliance, and high-quality client service in a detail-oriented environment.

What are some common challenges faced by Retirement Plan Processors, and how can they be effectively managed?

Retirement Plan Processors often encounter challenges such as interpreting complex plan documents, ensuring compliance with evolving regulations, and managing tight deadlines for contributions and distributions. Staying detail-oriented and organized is crucial, as is keeping up-to-date with regulatory changes through ongoing training. Collaborating closely with compliance teams and utilizing robust workflow management tools can help address these challenges and ensure accuracy in daily processing tasks.

What does a Retirement Plan Processor do?

A Retirement Plan Processor is responsible for handling the administrative tasks related to retirement savings plans, such as 401(k)s and pension plans. They process participant transactions like enrollments, contributions, distributions, and rollovers, ensuring compliance with federal regulations and plan rules. The role also involves maintaining accurate records, communicating with plan participants, and assisting with audits or reporting requirements. Attention to detail and knowledge of retirement plan laws are important in this position.

What is the difference between Retirement Plan Processor vs Retirement Plan Administrator?

AspectRetirement Plan ProcessorRetirement Plan Administrator
CertificationsTypically requires industry-specific certifications or trainingOften holds certifications like CFP or CPFA
Work EnvironmentMostly in office, handling transactions and data entryInvolves oversight, client interaction, and compliance
Employer & Industry UsageCommon in financial services, retirement plan providersUsed in larger firms managing multiple plans
Primary ResponsibilitiesProcessing contributions, distributions, and account updatesPlan oversight, compliance, and client communication

The main difference is that Retirement Plan Processors focus on executing transactions and data entry, while Retirement Plan Administrators oversee plan compliance and client relations. Both roles are essential in the retirement industry but differ in scope and responsibilities.

More about Retirement Plan Processor jobs
What cities are hiring for Retirement Plan Processor jobs? Cities with the most Retirement Plan Processor job openings:
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Retirement Plan Processor jobs near you
Infographic showing various Retirement Plan Processor job openings in the United States as of May 2026, with employment types broken down into 19% As Needed, 8% Full Time, 1% Part Time, 67% Contract, 4% Nights, and 1% Summer. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.
Retirement Plan Processor

Retirement Plan Processor

Community Financial System, Inc.

Utica, NY • On-site

$19 - $25.60/hr

Full-time

Posted 21 days ago

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

This position is responsible for processing various transactions for retirement plans, including trading responsibilities.

Essential Duties:

  • Create and review various retirement plan transactions in the OMNI recordkeeping system
  • Troubleshoot transaction rejects
  • Review trial postings of transactions prepared by other OMNI processors
  • Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)
  • Nightly Trading
  • Ensure timely processing of transactions
  • Completion of ASPPA’s Retirement Plan Fundamentals courses (RPR)
  • Assist with various operational projects as deemed necessary by supervisor/manager

Ancillary Duties: As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.


Qualifications

  • Two year degree in Accounting or related field required
  • Minimum of 1 year Accounting, Payroll, or applicable office experience
  • Ability to be highly organized and show an attention to detail
  • Well-developed written and oral communication skills
  • Ability to prioritize work assignments and multitask
  • Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
  • All applicants must be 18 years of age or older