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Retirement Plan Processor Jobs (NOW HIRING)

Associatedbank

Retirement Plan Specialist

Milwaukee, WI · On-site

$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 ...

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 ...

Associatedbank

Retirement Plan Specialist

Neenah, WI · On-site

$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

Green Bay, WI · On-site

$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 ...

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 ...

Mercer Advisors

Retirement Plan Specialist

Denver, CO · On-site +1

... 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 ...

FAVARH

Retirement Plan Specialist

Albuquerque, NM · On-site

$63K - $79K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.

FAVARH

Retirement Plan Specialist

Fresno, CA · Hybrid

$77K - $96K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.

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Retirement Plan Processor information

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How much do retirement plan processor jobs pay per hour?

As of Jul 13, 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 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.

What is the $1000 a month rule for retirement?

The $1000 a month rule for retirement is a guideline suggesting that saving at least $1,000 per month can help individuals reach their retirement savings goals more effectively. Retirement plan processors often assist clients in tracking consistent contributions and ensuring compliance with contribution limits to meet these targets.

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 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 jobs pay 4000 a week without a degree?

Retirement plan processors typically do not earn $4,000 a week without specialized experience or certifications. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or skilled trades such as real estate agents, commercial pilots, or certain tech roles with self-taught skills. Most high-earning jobs require experience, training, or licensing beyond a standard degree.

Can I retire at 62 with 400,000 in 401k?

A Retirement Plan Processor or financial professional can help evaluate if $400,000 in a 401(k) is sufficient for retirement at age 62, depending on factors like expected expenses, lifestyle, and other income sources. Generally, financial advisors recommend a detailed retirement plan to determine if savings meet individual needs, considering withdrawal strategies and market conditions.

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.

How to become a certified retirement plan specialist?

To become a certified retirement plan specialist, professionals typically complete specialized training programs such as the Certified Retirement Plan Specialist (CRPS) designation offered by the American Society of Pension Professionals & Actuaries. They must also pass an exam and demonstrate knowledge of retirement plan administration, compliance, and investment strategies. Gaining experience in retirement plan processing and staying current with industry regulations is also important.
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Retirement Plan Processor jobs near you
Retirement Plan Processor

Retirement Plan Processor

Community Financial System, Inc.

Utica, NY

$19 - $25.60/hr

Full-time

Re-posted 4 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 record-keeping 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
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

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