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Retirement Plan Processor Jobs in Oregon (NOW HIRING)

Loan Processor

Heppner, OR

$18.75 - $25/hr

ABOUT THE POSITION Join our team as a full-time Loan Processor and play a key role in supporting ... retirement plan with employer match, paid vacation & sick time, 11 paid holidays, 1 birthday ...

New

Loan Processor

Heppner, OR · On-site

$22.19 - $26.10/hr

ABOUT THE POSITION Join our team as a full-time Loan Processor and play a key role in supporting ... retirement plan with employer match, paid vacation & sick time, 11 paid holidays, 1 birthday ...

Loan Processor

Heppner, OR · On-site

$22.19 - $26.10/hr

ABOUT THE POSITION Join our team as a full-time Loan Processor and play a key role in supporting ... retirement plan with employer match, paid vacation & sick time, 11 paid holidays, 1 birthday ...

New

$115K - $135K/yr

Proactively solicit new retirement business opportunities with existing clients through the plan review process. * Apply advanced investment knowledge including understanding of markets, basic ...

OR

$34K - $40K/yr

Identify potential areas for process improvement to help the team scale What you bring to the role * Possess knowledge and experience with retirement plan design, particularly in 401(k) plans * 3+ ...

$55K - $65K/yr

... process and may not support a plan from start to finish. Their expertise ensures accuracy and ... retirement plan administration and compliance. * While this is primarily a back-office position ...

Too often, it's because they are employed by a company that doesn't offer a retirement plan. Human ... Improve onboarding cycle times and conversion rates through process optimization and cross ...

The Lockbox Operations Processor provides cross-functional production support across Operations ... Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid ...

Claims Processor

Tualatin, OR · On-site

$17.75 - $22.50/hr

Claims Processor Department: Claims Bargaining Unit: UFCW 555 Grade: 3 Position Type: Non-exempt ... coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great ...

Claims Processor

Tualatin, OR · On-site

$17.75 - $22.50/hr

Claims Processor Department: Claims Bargaining Unit: UFCW 555 Grade: 3 Position Type: Non-exempt ... coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great ...

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Showing results 1-20

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 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.
What are popular job titles related to Retirement Plan Processor jobs in Oregon? For Retirement Plan Processor jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Retirement Plan Processor jobs in Oregon look for? The top searched job categories for Retirement Plan Processor jobs in Oregon are:
What cities in Oregon are hiring for Retirement Plan Processor jobs? Cities in Oregon with the most Retirement Plan Processor job openings:
Infographic showing various Retirement Plan Processor job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.
Retirement Plan Consultant - Eugene, OR

Retirement Plan Consultant - Eugene, OR

Corebridge Financial

Eugene, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Corebridge Financial rating

9.5

Company rating: 9.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

8th of 298 rated insurance


Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You'll Work With
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too.
About the Role
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
Responsibilities
  • Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
  • Actively participate in benefit fairs and new employee orientations.
  • Participate in the annual plan review and financial education planning process.
  • Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
  • Meet with participants and eligible employees to educate employees regarding plan participation.
  • Travel dependent on your territory may be required for new plan enrollments.

To help you get started, we offer you the resources needed to build your own success:
  • This is a salary paid position with bonus potential
  • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
  • Company-paid E&O, licensing fees, continuing education and compliance support

Skills and Qualifications
  • High school diploma or GED required; Bachelor's Degree preferred
  • Series 7, Series 66 preferred and appropriate state insurance licenses required
  • CFP, ChFC or similar designations desirable
  • Must have excellent presentation skills
  • Bilingual Spanish/English skills a plus

Work Location
  • Eugene, OR - 128023

Estimated Travel
  • May include up to 25% travel.

This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company

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