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Retirement Plan Processor Jobs (NOW HIRING)

Sentryinsurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the ... Lead annual review process to educate the plan sponsor on fiduciary duties, assist with ...

Empower Retirement

Retirement Plan Advisor

Chicago, IL · On-site

$75K - $107K/yr

Practical experience providing high-level, consultative client interactions preferred #PJ-RPA ** ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

... process improvements to enhance service delivery • Collaborate with internal teams to ensure consistent service Requirements • 5-10 years of experience in retirement plan services or ...

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Retirement Plan Processor information

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How much do retirement plan processor jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for retirement plan processor in the United States is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $19.23 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 is the $1000 a month rule for retirement?

The $1000 a month rule for retirement is a guideline suggesting that saving at least $1,000 per month can help individuals reach their retirement savings goals more effectively. Retirement plan processors often assist clients in tracking consistent contributions and ensuring compliance with contribution limits to meet these targets.

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 jobs pay 4000 a week without a degree?

Retirement plan processors typically do not earn $4,000 a week without specialized experience or certifications. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or skilled trades such as real estate agents, commercial pilots, or certain tech roles with self-taught skills. Most high-earning jobs require experience, training, or licensing beyond a standard degree.

Can I retire at 62 with 400,000 in 401k?

A Retirement Plan Processor or financial professional can help evaluate if $400,000 in a 401(k) is sufficient for retirement at age 62, depending on factors like expected expenses, lifestyle, and other income sources. Generally, financial advisors recommend a detailed retirement plan to determine if savings meet individual needs, considering withdrawal strategies and market conditions.

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.

How to become a certified retirement plan specialist?

To become a certified retirement plan specialist, professionals typically complete specialized training programs such as the Certified Retirement Plan Specialist (CRPS) designation offered by the American Society of Pension Professionals & Actuaries. They must also pass an exam and demonstrate knowledge of retirement plan administration, compliance, and investment strategies. Gaining experience in retirement plan processing and staying current with industry regulations is also important.
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Retirement Plan Processor jobs near you
Retirement Plan Consultant

Retirement Plan Consultant

Sentry Insurance

Oklahoma City, OK • On-site, Remote

$68K - $102K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Sentry Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

66th of 281 rated insurance

Job description

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan.

At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants.

We provide everything you need to carve out a career filled with success and purpose including:

  • Company car with gas card and permitted personal use

  • Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8%

  • Work from home from your territory

  • Opportunities for professional development and growth

  • Outstanding training and support

The territory for this position includes: Colorado, Kansas, Missouri, Nebraska, and Oklahoma

Based on qualifications and experience of the selected candidate the base salary range is:

  • $68,100-$102,100 for candidates located in Kansas, Missouri, Nebraska, and Oklahoma

  • $74,910-$112,310 for candidates located in Colorado

What You’ll Do

  • Lead group enrollments for assigned employer-sponsored retirement plans

  • Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention

  • Meet with individual participants to educate them on why retirement planning is important

  • Conduct group education meetings to educate on the benefit of saving for retirement

  • Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements.

What it Takes

  • Bachelors’ Degree or equivalent work experience

  • 2-5 years of related work experience

  • Ability to speak, write and understand Spanish is strongly preferred

  • Poised public speaker with proven ability to engage and present to diverse audiences of all sizes

  • Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time

  • Excellent verbal and written communication and organizational skills are required

  • Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record

  • Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word

What You’ll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some of the benefits and perks you will receive.

  • Company vehicle with permitted personal use.

  • 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

  • Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.

  • Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time Off.

  • Group Medical, Dental, Vision, Life Insurance, Parental Leave, and our Health and Wellness benefits to encourage a healthy lifestyle.

  • Well-being and Employee Assistance programs.

  • Sentry Foundation gift matching program to encourage charitable giving

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers since 2017. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Casey Van Der Geest

Casey.VanDerGeest@sentry.com 

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

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