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Retirement Plan Processor Jobs in Rome, NY (NOW HIRING)

This position facilitates the setup, audit and maintenance of client retirement plan census data ... Import data files by creating maps and posting for processing. * Provide client set up, training ...

Administrative Assistant

Rome, NY ยท On-site

$16 - $16.50/hr

Process report cards, referrals, applications, and incident reports. * Answer calls, route ... Retirement Plan 403(b) * Life Insurance * Voluntary Benefits * Employee Assistance Program (EAP)

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Retirement Plan Processor information

See Rome, NY salary details

$8

$15

$24

How much do retirement plan processor jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for retirement plan processor in Rome, NY is $15.85, according to ZipRecruiter salary data. Most workers in this role earn between $12.74 and $18.22 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 cities near Rome, NY are hiring for Retirement Plan Processor jobs? Cities near Rome, NY with the most Retirement Plan Processor job openings:

Vocational Habilitation Specialist

UCP Madison County

Utica, NY โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago


Job description

The Vocational Habilitation Specialist (VHS) serves as a role model, creating and sustaining positive relationships with staff and the people that we support. The VHS trains and supervises staff to ensure the delivery of high quality services. The VHS will facilitate a process of continuous improvement related to the agency strategic plan. The VHS will communicate in a manner that energizes the work force, promotes retention, encourages team excellence and reinforces positive partnerships throughout the organization and in the community.
Core Responsibilties
  • Model, promote and support the organizational performance values as a member of the leadership team.
  • Implement a continuous improvement process that enhances the quality of support provided for individuals and families.
  • Ensure opportunities and full participation of individuals or teams in staff development activities.
  • Maintain a work environment conducive to performance excellence aimed at promoting valued relationships and meaningful lives.
  • Maintain positive relationships with people we support, their families, community organizations, regulatory representatives and referral sources.
  • Supervise daily program operations including budget monitoring, scheduling and coverage, orientation, training staff meetings and discipline.
  • Implement and ensure compliance with the policies, procedures and regulations of the agency and eternal regulatory bodies

Qualifications
  • Bachelors Degree
  • One year experience working with persons with Developmental Disabilities
  • Valid NYS Driver's License required.

Benefits
Our work environment provides the opportunity to grow and learn in a fast-paced atmosphere. We offer competitive benefits and salary to include a low-cost individual health insurance plan, dollar for dollar retirement match (up to 7%), life insurance, voluntary benefits and generous paid time off.
  • Comprehensive Health/Dental/Vision
  • Direct Deposit
  • Flexible Spending Account (FSA)
  • Retirement Plan 403(b)
  • Life Insurance
  • Voluntary Benefits
  • Employee Assistance Program (EAP)
  • Generous PTO Plans (Sick, Vacation and Employee Leave)
  • Tuition Reimbursement
  • Service Awards
  • Employee Appreciation Events
  • Employee Discounts

Upstate Caring Partners is the premier provider of direct-care services and programs in Central New York for individuals of all abilities and their families. If you believe in empowering people, Upstate Caring Partners is an excellent place to start or grow your career. Please visit our careers website to access the full job description located within the job posting. upstatecpjobs.org
To access a copy of the job description Click Here - Vocational Habilitation Specialist
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.