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Retirement Plan Processor Jobs in Texas (NOW HIRING)

ATI

Manager, Retirement Plans

Dallas, TX · On-site

Summary The Manager, Retirement Plans will support the organization on all retirement programs ... Drive operational excellence across plan processes, participant experience, and vendor performance.

ATI

Manager, Retirement Plans

Dallas, TX

Summary The Manager, Retirement Plans will support the organization on all retirement programs ... Drive operational excellence across plan processes, participant experience, and vendor performance.

Devon Energy

Retirement Benefits Specialist

Houston, TX · On-site

Responsibilities include supporting Investment Committee activities, conducting plan audits, and managing year-end reconciliation and true-up processes. * Analyzes and interprets retirement benefit ...

Devon Energy

Retirement Benefits Specialist

Houston, TX · On-site

Responsibilities include supporting Investment Committee activities, conducting plan audits, and managing year-end reconciliation and true-up processes. * Analyzes and interprets retirement benefit ...

Forvis-Mazars

Retirement Senior Manager

Dallas, TX · On-site

$120 - $170/hr

Oversee retirement plan compliance, including census preparation, nondiscrimination testing, Form 5500 filings, audits, participant notices, regulatory updates, and correction processes. * Own the ...

Iris Energy

Retirement Program Advisor

Fort Worth, TX · On-site

$90 - $110/hr

... processes, support data integrity, and enhance the employee experience through effective program ... Job requirements * 5-10 years of 401(k) plan management experience and global retirement offerings

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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 Texas?

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

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

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

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

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

Retirement Plan Processor jobs near you
Infographic showing various Retirement Plan Processor job openings in Texas as of August 2026, with employment types broken down into 83% Full Time, and 17% Contract. Highlights an 100% In-person job distribution.

Inside Sales Representative - Retirement Plan Services

Charles Schwab

Westlake, TX • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 12 days ago

Job description

Your opportunity

This position is focused on generating new 401(k) plan sales by partnering with retirement plan advisors, qualifying small and mid-sized employer opportunities, and presenting Schwab Retirement Plan Services capabilities in a consultative, compliance-aware manner.

Schwab Retirement Plan Services (SRPS) is seeking a highly motivated and consultative Inside Sales Representative to drive new business growth among small and mid-sized employers seeking retirement plan solutions. This role is responsible for developing and closing sales opportunities for 401(k) plans through financial advisors who serve as fiduciaries and seek Schwab plan administration, directed trustee, custodial, and brokerage services.

The role works closely with internal sales, relationship management, operations, compliance, and product partners to move qualified opportunities through the sales process and deliver a consistent experience for advisors and plan sponsors.

Why Schwab Retirement Plan Services

At Schwab, we are committed to helping employers and plan advisors deliver solutions that help plan participants pursue better retirement outcomes. As an Inside Sales Representative, you will expand access to Schwab retirement plan solutions by building advisor relationships, identifying qualified sponsor opportunities, and helping prospective clients understand how Schwab supports fiduciary excellence, exceptional service, and long-term plan success.

Key Responsibilities
  • Generate new retirement plan business through advisor referrals and internal lead sources.
  • Manage a sales pipeline of qualified opportunities.
  • Conduct discovery discussions with advisors and plan sponsors.
  • Qualify opportunities based on plan size, advisor relationship, and strategic fit.
  • Present Schwab retirement plan solutions and pricing.
  • Develop proposals tailored to sponsor and advisor needs.
  • Build and maintain productive relationships with retirement plan advisors to generate referrals, support opportunity development, and strengthen Schwab’s position within the advisor community.
What you have

Minimum Qualifications:

  • Bachelor’s degree or equivalent work experience required.
  • Minimum of two years' experience in the financial services industry
  • Minimum of two years' experience working with retirement plans
  • Knowledge of 401(k) plans, ERISA, mutual funds, collective investment trusts, and banking products commonly used within retirement plans.
  • Strong communication and presentation skills.
  • FINRA Series 7 and 63 licenses required, or ability to obtain required registrations within 120 days as a condition of employment.
  • Preferred qualifications include experience using CRM tools, managing an inside-sales pipeline, developing advisor or intermediary relationships, and presenting retirement plan solutions to business owners or plan fiduciaries.

In additional to the salary range, this role is eligible for an annual bonus. 


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply