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Retirement Plan Processor Jobs in Cincinnati, OH

U.S. Bank

Senior Operations Processor

Cincinnati, OH · On-site

$22.50 - $30/hr

Performs bond processing activities for treasury bond customers. Uses established procedures to ... Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid ...

US Bank

Senior Operations Processor

Cincinnati, OH · On-site

$22.50 - $30/hr

Performs bond processing activities for treasury bond customers. Uses established procedures to ... Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid ...

U.S. Bank

Operations Processor 4

Cincinnati, OH · On-site

$20 - $22.50/hr

Accurately process and verify cash deposits for commercial and internal accounts * Count, sort, and ... Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid ...

Collabera

Claims Processor

Mason, OH

$16 - $20.25/hr

... retirement savings plan, Life Insurance, Disability Insurance. Position Details : Industry: (Eye ... Mason - OH Job Title: Claim Processor Duration: 3 Months (possible extension) Roles and ...

US Bank

Operations Processor 4

Cincinnati, OH · On-site

$20 - $22.50/hr

Accurately process and verify cash deposits for commercial and internal accounts * Count, sort, and ... Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid ...

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All JobsRetirement Plan Processor JobsRetirement Plan Processor Jobs in Cincinnati, OH

Retirement Plan Processor information

See Cincinnati, OH salary details

$8

$16

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How much do retirement plan processor jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for retirement plan processor in Cincinnati, OH is $16.06, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $18.46 per hour, depending on experience, location, and employer.

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 Cincinnati, OH?

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

What job categories do people searching Retirement Plan Processor jobs in Cincinnati, OH look for?

The top searched job categories for Retirement Plan Processor jobs in Cincinnati, OH are:

What cities near Cincinnati, OH are hiring for Retirement Plan Processor jobs?

Cities near Cincinnati, OH with the most Retirement Plan Processor job openings:

Retirement Plan Processor jobs near you
Infographic showing various Retirement Plan Processor job openings in Cincinnati, OH as of August 2026, with employment types broken down into 80% Full Time, and 20% Contract. Highlights an 80% In-person, and 20% Hybrid job distribution, with an average salary of $33,411 per year, or $16.1 per hour.

VP, Retirement Plan Services

USI Holdings Corporation

Cincinnati, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Description and Requirements
Summary
As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.
Responsibilities:
  • Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
  • Administer multiple facets of the sales process. Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks.
  • Acquire provider proposals by gathering plan data and other required information.
  • Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating with department leaders on final presentations.
  • Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.
  • Conduct annual plan health reviews and coordinate employee education meetings.
  • Work with product providers to implement any necessary plan or service modifications.
  • Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
  • Measure service quality and ensure that client deliverables are met on an ongoing basis.
  • Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.

Knowledge, Skills and Abilities:
  • Comprehensive knowledge of 401(k) DC plans
  • 2+ years' experience in a sales related capacity
  • Series 6, 63 & 65 or Series 7 & 66 required or willingness to obtain
  • Bachelor's Degree preferred
  • Excellent verbal, written, and interpersonal communication skills
  • Working knowledge of Microsoft Office suite of products
  • Strong organizational skills and attention to detail

#LI-AG2
USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services. We are an affiliate company of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC. We are a team of 600 associates and growing. We are very competitive and enjoy a strong reputation in the mid-market space, with over $122 million in U.S. revenue and an affiliated advisor with over $35.5B billion in assets under advisement.
USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.

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