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Retirement Plan Processor Jobs in Dallas, TX (NOW HIRING)

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Retirement Plan Processor information

See Dallas, TX salary details

$8

$16

$25

How much do retirement plan processor jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for retirement plan processor in Dallas, TX is $16.56, according to ZipRecruiter salary data. Most workers in this role earn between $13.32 and $19.04 per hour, depending on experience, location, and employer.

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 Dallas, TX? For Retirement Plan Processor jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Retirement Plan Processor jobs in Dallas, TX look for? The top searched job categories for Retirement Plan Processor jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Retirement Plan Processor jobs? Cities near Dallas, TX with the most Retirement Plan Processor job openings:
Infographic showing various Retirement Plan Processor job openings in Dallas, TX 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, with an average salary of $34,447 per year, or $16.6 per hour.

Accounts Payable Representative, Payment Processor

Concentra

Addison, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago


Concentra rating

6.3

Company rating: 6.3 out of 10

Based on 143 frontline employees who took The Breakroom Quiz

670th of 887 rated healthcare providers


Job description

Overview
Concentra is recognized as the nation's leading occupational health care company.
With more than 40 years of experience, Concentra is dedicated to our mission to improve the health of America's workforce, one patient at a time. With a wide range of services and proactive approaches to care, Concentra colleagues provide exceptional service to employers and exceptional care to their employees.
The Accounts Payable Representative, Payment Processor is responsible for accurately processing and disbursing vendor payments through multiple methods, including check and ACH transactions, while maintaining compliant financial records. This role ensures timely payment execution in accordance with company policies, internal controls, and accounting standards. The Payment Processor also supports out-of-cycle and expedited payment requests, such as Quick Pay transactions, as well as special payment handling requests, ensuring proper approval and documentation.
Responsibilities
  • Prepare and execute weekly payment runs, including vendor payments, employee expense report reimbursements, FOMPS payments, utilities, and refund payments.
  • Coordinate urgent, out-of-cycle, and Quick Pay requests between regular check runs, ensuring timely disbursement while maintaining proper approvals and internal controls.
  • Ensure timely and accurate payment processing in accordance with established payment terms and authorization limits.
  • Maintain complete and organized accounts payable records, payment documentation, and auditready support files.
  • Support internal and external audit requests by providing required payment documentation and transaction details as requested.
  • Ensure compliance with company policies, SOX requirements, internal controls, and applicable regulatory standards.
  • Identify and recommend process improvements to enhance efficiency, accuracy, and control within the AP payment function.

Qualifications
Education Level: High School Diploma or GED
Job-Related Experience
  • Minimum of 1 years in an office environment; 2 years preferred.
  • Experience working in a high-volume, multiple facility operating structure environment, managing large transaction volumes, and coordinating with multiple departments.
  • Hands-on accounts payable experience, including payment execution with knowledge of check and ACH payment workflows.
  • Strong numerical aptitude and basic math skills, enabling accurate processing, reconciliation, and verification of payments and expense reports.
  • Ability to thrive in a fast-paced environment and possess a personal sense of urgency and attention to detail.

Job-Related Skills/Competencies
  • Concentra Core Competencies of Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility
  • Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions
  • Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism
  • The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies
  • Attention to detail and accuracy.
  • Excellent oral and written communication skills.
  • Proficiency in Microsoft Excel and ability to learn other systems as needed (Oracle)
  • Ability to work independently and as part of a team.
  • Work with leadership team to identify areas of risk or potential improvements.
  • Possess a continual sense of curiosity and desire to improve processes.
  • Ability to follow company and departmental policies and guidelines.

Additional Data
Employee Benefits
  • 401(k) Retirement Plan with Employer Match
  • Medical, Vision, Prescription, Telehealth, & Dental Plans
  • Life & Disability Insurance
  • Paid Time Off
  • Colleague Referral Bonus Program
  • Tuition Reimbursement
  • Commuter Benefits
  • Dependent Care Spending Account
  • Employee Discounts

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation, if required.
*This job requires access to confidential and sensitive information, requiring ongoing discretion and secure information management*
Concentra is an equal opportunity employer that prohibits discrimination, and will make decisions regarding employment opportunities, including hiring, promotion and advancement, without regard to the following characteristics: race, color, national origin, religious beliefs, sex (including pregnancy), age, disability, sexual orientation, gender identity, citizenship status, military status, marital status, genetic information, or any other basis protected by federal, state or local fair employment practice laws.

What Concentra employees say

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About Concentra

Sourced by ZipRecruiter

We're in the amazing position for a future filled with growth and success. Bring your talent to Concentra, one of the largest health care providers in the nation and find out just how far it can take you. Are you ready to be a part of the team?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Addison, TX, US

Year founded

1979

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