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Retirement Plan Processor Jobs in Minnesota (NOW HIRING)

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

Advisors assume responsibility for clients following the completion of the sales process or upon ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

Advisors assume responsibility for clients following the completion of the sales process or upon ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

Advisors assume responsibility for clients following the completion of the sales process or upon ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

Advisors assume responsibility for clients following the completion of the sales process or upon ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

Recruiting Processor

Minneapolis, MN · On-site

$50K - $55K/yr

Support the recruiting and onboarding process by managing candidate files and required ... Vision Insurance * 401(k) Retirement Plan * Paid Time Off (PTO) and Paid Holidays * Employee ...

New

Specimen Processor

Minneapolis, MN · On-site

$19 - $21/hr

Specimen Processor We are seeking a dedicated and detail-oriented Specimen Processor to join our ... 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance ...

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

Retirement Plan Administration Consultant

Transition Finance Strategies LLC

Osseo, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago


Job description

Description:

Retirement Plan Administration Consultant

Maple Grove, MN • 401(k) and Pension


Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge to help employees across the country build financial independence.


At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.


Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.


That’s Where You Come in as a Retirement Plan Administration Consultant

As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.


Your Responsibilities Include:

  • Managing a portfolio of 401(k) client relationships as the primary point of contact
  • Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
  • Calculating employer contributions and reconciling trust accounts
  • Preparing and filing annual government forms and participant statements
  • Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
  • Interpreting plan document provisions and recommending improvements
  • Collaborating with clients, advisors, auditors, and other service providers
  • Staying current on retirement plan regulations through continuing education and research
  • Participating in internal process improvement initiatives and team projects
Requirements:
  • 2+ years of direct 401(k) plan administration experience, including compliance testing
  • Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
  • Strong analytical and organizational skills, with an aptitude for math and accounting
  • Advanced Excel proficiency and working knowledge of Microsoft Word
  • Excellent communication, time management, and client service skills
  • Ability to manage multiple priorities independently and meet deadlines
  • Enthusiasm for professional development and continuous learning
  • Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Why You’ll Love Working Here as a Retirement Plan Administration Consultant

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.


We offer:

  • Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.


We live by our values every day:

  • Precision – Accurate records, timely and error-free service
  • Efficacy – Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy – Supporting regulatory changes that benefit employers and employees
  • Collaboration – Trusted partners to clients, advisors, and teammates
  • Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!


Equal Opportunity Employer
Must be authorized to work in the US.