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Retirement Plan Processor Jobs in Colorado (NOW HIRING)

Sentry

Retirement Plan Consultant

Denver, CO · On-site

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the ... Lead annual review process to educate the plan sponsor on fiduciary duties, assist with ...

Sentry Insurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the ... Lead annual review process to educate the plan sponsor on fiduciary duties, assist with ...

Sentryinsurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the ... Lead annual review process to educate the plan sponsor on fiduciary duties, assist with ...

IMA Financial Group

Retirement Plan Advisor

Denver, CO · On-site

$100K - $125K/yr

Participates in the hiring process for direct reports as well as additional department hires ... Knowledge of ERISA laws and the retirement plan industry preferred * Moderate travel required (25 ...

ASCENSUS

Retirement Service Consultant

Denver, CO

Retirement Service Consultant Hiring Position Purpose: This position is responsible for providing ... Educate client regarding plan features, product capabilities or Ascensus functionality and process.

ASCENSUS

Retirement Service Consultant

Denver, CO · On-site

Educate client regarding plan features, product capabilities or Ascensus functionality and process ... Minimum of 1-3 years direct client experience required, Retirement Services industry experience ...

TEKsystems

Auto Loan Processor

Greenwood Village, CO

$22/hr

Auto Loan Processor Location: Greenwood Village, CO: 100% On-Site Join a Leading Financial Services ... 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance ...

TEKsystems

Auto Loan Processor

Englewood, CO

$22/hr

... processing Customer service experience in a banking or financial services setting Job Type ... 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance ...

TEKsystems

Auto Loan Processor

Englewood, CO

$22/hr

... processing Customer service experience in a banking or financial services setting Job Type ... Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax ...

Aegon

Lead Account Manager - Retirement

Denver, CO · On-site

Demonstrate extensive knowledge of all recordkeeping, outsourcing and processing capabilities, acting as subject matter expert for the team. * Attend training to obtain functional retirement plan ...

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Retirement Plan Processor information

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 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 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 are popular job titles related to Retirement Plan Processor jobs in Colorado?

For Retirement Plan Processor jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Processor jobs in Colorado look for?

The top searched job categories for Retirement Plan Processor jobs in Colorado are:

What cities in Colorado are hiring for Retirement Plan Processor jobs?

Cities in Colorado with the most Retirement Plan Processor job openings:

Retirement Plan Processor jobs near you
Infographic showing various Retirement Plan Processor job openings in Colorado as of August 2026, with employment types broken down into 40% Full Time, 40% Part Time, and 20% Contract. Highlights an 100% In-person job distribution.

Retirement Plan Consultant

Sentry

Denver, CO • On-site

$68K - $102K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan.
At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants.
We provide everything you need to carve out a career filled with success and purpose including:
  • Company car with gas card and permitted personal use
  • Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8%
  • Work from home from your territory
  • Opportunities for professional development and growth
  • Outstanding training and support

The territory for this position includes: Colorado, Kansas, Missouri, Nebraska, and Oklahoma
Based on qualifications and experience of the selected candidate the base salary range is:
  • $68,100-$102,100 for candidates located in Kansas, Missouri, Nebraska, and Oklahoma
  • $74,910-$112,310 for candidates located in Colorado

What You'll Do
  • Lead group enrollments for assigned employer-sponsored retirement plans
  • Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention
  • Meet with individual participants to educate them on why retirement planning is important
  • Conduct group education meetings to educate on the benefit of saving for retirement
  • Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements.

What it Takes
  • Bachelors' Degree or equivalent work experience
  • 2-5 years of related work experience
  • Ability to speak, write and understand Spanish is strongly preferred
  • Poised public speaker with proven ability to engage and present to diverse audiences of all sizes
  • Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time
  • Excellent verbal and written communication and organizational skills are required
  • Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record
  • Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word

Here is what you can look forward to as part of our team:
At Sentry, your total rewards go beyond competitive compensation. We're committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.
  • Home Office: Enjoy the best of both worlds. With a home office set up and time in the field, with regular travel in your company car. We provide the technology and tools you need to be more efficient and effective in the field including a laptop and cell phone reimbursement.
  • Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
  • Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
  • Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
  • Investing in Your Future: We're committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
  • Giving Back: Through the Sentry Foundation, we're proud to support the United Way and make a difference in our communities.

Why Join Sentry?
At Sentry, we believe our people are the heart of our success. We're proud to be recognized for the culture we've built, earning spots on Forbes' lists for America's Best Midsize Employers and Best Employers for New Grads, as well as Newsweek's America's Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.
Building on a Legacy
Our future is bright, but it's anchored in a long history of stability. Since our founding in 1904, we've dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We're proud to have maintained an A+ rating from A.M. Best, the industry's leading authority, for over 30 years.
Your Career, Our Community
Whether you're working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you'll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.
Ready to own your future? Join us at Sentry, opportunities await!
Casey Van Der Geest
Casey.VanDerGeest@sentry.com
Equal Employment Opportunity
Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

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