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Retirement Plan Processor Jobs in Virginia (NOW HIRING)

McGuireWoods LLP

Retirement Plan Specialist

Richmond, VA · On-site

$71K - $104K/yr

Our Privacy Statement describes how we will process and safeguard your personal data. Responsibilities * Administers retirement plans, which may include a 401(k) plan and a defined benefit plan.

OneDigital

Retirement Plan Associate

Richmond, VA · On-site

$55K - $60K/yr

... process * Attend and participate in client committee meetings (as requested) * Gather plan and ... Investment training or work experiences within the retirement plan industry * High level of ...

OneDigital

Retirement Plan Associate

Richmond, VA · On-site

$55K - $60K/yr

... process * Attend and participate in client committee meetings (as requested) * Gather plan and ... Investment training or work experiences within the retirement plan industry * High level of ...

ValuTeachers

Retirement Education Specialist

Bedford, VA · On-site

$2.0K/mo

Proven System Our template system, training, and processes provide a clear path for those willing ... pension plan, after thirty years of service. They were outraged that teachers and education ...

NEXCOMHQ

RETIREMENT CLAIMS CLERK

Virginia Beach, VA · On-site

Reviews and processes enrollment applications for participation in the Retirement Plan for the Navy Exchange System NES and U.S. Coast Guard USCG activities. * Maintains sound working relationship ...

NEXCOMHQ

RETIREMENT CLAIMS CLERK

Virginia Beach, VA · On-site

$16.75/hr

Reviews and processes enrollment applications for participation in the Retirement Plan for the Navy Exchange System NES and U.S. Coast Guard USCG activities. * Maintains sound working relationship ...

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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 Virginia?

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

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

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

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

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

Retirement Plan Processor jobs near you
Infographic showing various Retirement Plan Processor job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.

Retirement Plan Specialist

McGuireWoods LLP

Richmond, VA • On-site

$71K - $104K/yr

Full-time

Retirement

Re-posted 20 days ago

McGuireWoods rating

8.0

Company rating: 8.0 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

21st of 34 rated law firms

Job description

Overview
McGuireWoods is seeking a Retirement Plan Specialist to join our Human Resources Benefits team. In this key role, you will lead the day-to-day administration of our firm's retirement plans, serve as a trusted resource for employee plan participants, and ensure strict regulatory compliance across all programs.
McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients since 1834. Along with excellent benefits, McGuireWoods offers most employees a hybrid remote option allowing flexibility and work-life balance. Our Applicant Disclosures describe your rights. Our Privacy Statement describes how we will process and safeguard your personal data.
Responsibilities
  • Administers retirement plans, which may include a 401(k) plan and a defined benefit plan. Monitors payroll deductions, compares firm records to record-keeper, and ensures records match. Elevates discrepancies for resolution.
  • Coordinate daily benefits processing. Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans, hardships and compliance testing. Oversee maintenance of employee benefits files, maintains group benefits database and update employee payroll records.
  • Serves as the main point of contact in assisting employees in accessing their accounts and making requests to the record-keeper for hardship withdrawal requests and loan applications. Responds to questions about the plan and participant accounts.
  • Serves as a contact for plan vendors and third-party administrators. Documents, follows and maintains administrative procedures for assigned benefits processes.
  • Under the direction of the Sr. Benefits Specialist or Benefits Manager, understands and complies with applicable government regulations effecting retirement plans. Ensures timeliness and accuracy of required reporting and fees.

Qualifications
  • High School diploma required, Undergraduate degree strongly preferred.
  • At least three years of retirement plan experience.
  • CEBS helpful, but not required.
  • Advanced proficiency in Microsoft Excel.
  • Hands-on experience using HRIS platforms.
  • Professional demeanor. Respects confidentiality and privacy of employee and partner issues.
  • Excellent verbal and written communication skills.
  • Ability to work under pressure and handle multiple tasks simultaneously.
  • Ability to work overtime as required.
  • Interest in using innovative AI technology, including Harvey and Copilot, to support efficient high-impact work.

Have more questions? Connect with a recruiter directly. #LI-KB1

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