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Retirement Plan Processor Jobs in Indiana (NOW HIRING)

IMPACT Coding Processor

Fort Wayne, IN · On-site +1

$23.13 - $31.93/hr

Background Details As an IMPACT Coding Processor, you will play a key role in the final stage of ... retirement plan services. With our 120-year track record of expertise and integrity, millions of ...

Optional voluntary life insurance * 403(b) retirement savings plan * Access to additional voluntary ... Move processed merchandise to sales floor for display or to designated shipping locations * Assist ...

We're seeking a Sample Processor to work at a leading healthcare manufacturer in Indianapolis, IN ... As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday ...

Act as the next step in the process following title production and typing, preparing transactions ... Retirement Savings: Take advantage of a 401(k) plan with company match to help you plan for your ...

Act as the next step in the process following title production and typing, preparing transactions ... Retirement Savings: Take advantage of a 401(k) plan with company match to help you plan for your ...

Act as the next step in the process following title production and typing, preparing transactions ... Retirement Savings: Take advantage of a 401(k) plan with company match to help you plan for your ...

In addition, you may also be offered a competitive bonus and/or commission plan, which complements ... Benefits may include health care, retirement savings, paid time off/vacation, and various employee ...

In addition, you may also be offered a competitive bonus and/or commission plan, which complements ... Benefits may include health care, retirement savings, paid time off/vacation, and various employee ...

Showing results 21-40

Retirement Plan Processor information

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 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 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 popular job titles related to Retirement Plan Processor jobs in Indiana? For Retirement Plan Processor jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Retirement Plan Processor jobs in Indiana look for? The top searched job categories for Retirement Plan Processor jobs in Indiana are:
What cities in Indiana are hiring for Retirement Plan Processor jobs? Cities in Indiana with the most Retirement Plan Processor job openings:
Infographic showing various Retirement Plan Processor job openings in Indiana 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.

IMPACT Coding Processor

Lincoln Financial

Fort Wayne, IN • On-site, Remote

$23.13 - $31.93/hr

Full-time

Medical, Retirement, PTO

Posted 4 days ago


Lincoln Financial rating

7.4

Company rating: 7.4 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

225th of 304 rated insurance


Job description

Alternate Locations: Work from Home

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:  is not available for this opportunity.

Requisition #: 76407

The Role at a Glance

We are excited to bring on an IMPACT Coding Processor to support the Producer Solutions Operations business in work from home environment.

Background Details
As an IMPACT Coding Processor, you will play a key role in the final stage of the onboarding process for producers and agencies contracting with Lincoln. In this role, you will build and maintain producer hierarchies within the IMPACT system to ensure accurate reporting and producer compensation while supporting a fast-paced, high-volume, production-driven environment. The ideal candidate is detail-oriented, customer-focused, and comfortable working through complex situations. You will partner with internal stakeholders to gather information, resolve issues, and provide exceptional service while demonstrating strong critical thinking, adaptability, and problem-solving skills. Success in this role also includes identifying opportunities for process improvements that enhance efficiency and the overall customer experience. If this sounds like a role for you, please read on!

What you'll be doing
  • You will build producer hierarchies in the IMPACT system to ensure proper reporting and payment in a fast-paced, high-volume, production driven environment
  • You will communicate effectively with internal/external stakeholder to obtain more complex information needed while maintaining a professional demeanor in all interactions
  • You will exhibit intermediate critical thinking and problem-solving skills to effectively assist internal/external customers while demonstrating flexibility, adaptability, comfort with ambiguity and responsiveness to meet customer needs
  • You will recognize and research issues/concerns and suggest process improvements
What we're looking for

Must-have experience (Required):

  • High School Diploma or GED or minimum Associate degree in lieu of required experience
  • 2-3 Years of Client Customer Support and Operations experience that aligns with the specific responsibilities for this position
  • Excellent written and verbal communication skills
  • Ability to maneuver through multiple systems/databases/platforms/software
  • Ability to be adaptable/flexible as business needs change
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice-to have Experience (Preferred):  

  • Knowledge of Producer Solutions Operations and/or IMPACT experience
  • Ability to evaluate information and the implications of a course of action or solution
  • Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Application Deadline

Applications for this position will be accepted through August 14, 2026, subject to earlier closure due to applicant volume.

What's it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What's in it for you:

  • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

The pay range for this position is $23.13 - $31.93 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln's Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling (866) 922-6543.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


What Lincoln Financial employees say

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Lincoln Financial logo

About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905