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Retirement Plan Service Representative Jobs (NOW HIRING)

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ...

Raymond James

Retirement Plan Service Associate

Southfield, MI · On-site

$14.50 - $19.25/hr

Retirement Plan Services Team Member We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by ...

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site +1

$65K - $85K/yr

Today, we provide these services also to for-profit companies, as well as to governmental entities ... The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and ...

Mutual of America

Retirement Plan Specialist

Denver, CO · On-site

$65K - $85K/yr

Today, we provide these services also to for-profit companies, as well as to governmental entities ... The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and ...

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Retirement Plan Service Representative information

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How much do retirement plan service representative jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for retirement plan service representative in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $27.40 per hour, depending on experience, location, and employer.

What is a retirement plan service representative?

A Retirement Plan Service Representative is a professional who assists clients, usually employees or employers, with questions and tasks related to their retirement plans, such as 401(k)s or pension plans. They handle account inquiries, explain plan options, process transactions, and help ensure compliance with regulations. These representatives serve as a key point of contact for plan participants, providing guidance on contributions, withdrawals, rollovers, and other retirement-related matters. Their role is essential to helping clients make informed decisions about their retirement savings.

What are the key skills and qualifications needed to thrive as a retirement plan service representative?

To thrive as a Retirement Plan Service Representative, you need a solid understanding of retirement plan products, financial regulations, and customer service principles, often supported by a degree in finance or related fields. Familiarity with recordkeeping systems, CRM software, and knowledge of ERISA or FINRA regulations is typically required. Strong communication, problem-solving, and attention to detail are vital soft skills for addressing client inquiries and resolving issues efficiently. These skills and qualities are important to ensure accurate support, regulatory compliance, and a positive client experience in managing retirement plans.

What are some common challenges faced by retirement plan service representatives, and how can they be managed?

Retirement Plan Service Representatives often encounter challenges such as navigating complex plan regulations, addressing diverse client inquiries, and handling sensitive financial information. Managing these challenges requires strong attention to detail, effective communication skills, and the ability to explain intricate retirement plan features in a clear, client-friendly manner. Staying current with industry regulations and collaborating closely with internal specialists—like compliance officers and financial advisors—can also help ensure accurate and compliant service delivery.

What is the difference between Retirement Plan Service Representative vs Retirement Plan Administrator?

AspectRetirement Plan Service RepresentativeRetirement Plan Administrator
CredentialsTypically requires basic financial or customer service certificationsOften requires certifications like CFP or actuarial credentials
Work EnvironmentCustomer service centers, call centers, financial institutionsCorporate offices, financial firms, plan sponsor organizations
Employer & IndustryFinancial services, retirement plan providers, banksLarge corporations, pension funds, retirement plan providers
Primary FocusAssisting clients with account inquiries, service requestsManaging plan operations, compliance, and plan design

While both roles support retirement plans, the Retirement Plan Service Representative primarily handles client inquiries and service requests, focusing on customer support. In contrast, the Retirement Plan Administrator manages plan operations, compliance, and administration tasks. Understanding these differences helps job seekers identify the right career path in the retirement services industry.

What cities are hiring for Retirement Plan Service Representative jobs?

Cities with the most Retirement Plan Service Representative job openings:

What are popular job titles related to Retirement Plan Service Representative jobs?

For Retirement Plan Service Representative jobs, the most frequently searched job titles are:

Retirement Plan Service Representative jobs near you
Infographic showing various Retirement Plan Service Representative job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 58% Full Time, 31% Part Time, and 9% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Retirement Plan Service Consultant

Shawano, WI • On-site

KerberRose S.C.
Accounting Services • 201 - 500 employees
Learn more about KerberRose S.C.external

Full-time

Medical, Dental, Vision, Retirement

Re-posted 14 days ago

Job description

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.
KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.
Responsibilities
• Lead and coordinate onboarding of new retirement plans
• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors
• Coordinate ongoing service schedules with the 401(k) advisor
• Prepare for and follow up on client meetings
• Manage service workflows and track deliverables
• Support advisors with plan administration and client communication
• Troubleshoot client issues and coordinate resolutions
• Maintain accurate CRM records and documentation
• Identify 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 administration
• Strong understanding of 401(k), 403(b), and retirement plans
• Experience working with recordkeepers, TPAs, and plan sponsors
• Strong organizational and project management skills
• Excellent communication skills
• Proficiency in Microsoft Office and CRM systems
• Professional designations (AIF®, CRPS®, QKA) preferred
Culture and Core Values
KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.
Wellness at KerberRose
We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.

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