ZipRecruiter

Log In

1

Retirement Plan Service Representative Jobs (NOW HIRING)

Bravera

Retirement Plan Advisor

Fargo, ND · On-site

... representatives, bankers, etc.). * Assist with the development and evaluation of new services and ... Five years of retirement plan services administration or related professional experience preferred.

OneDigital

Retirement Plan Administrator

Phoenix, AZ

From the services we offer to the way we show up for each other each day, we are fueling dreams ... Work with data processing team, Ben Reps or Implementation for client sponsored plan set up and SOP ...

ASBfinancial

Retirement Plan Specialist

Jacksonville, FL · On-site

Our successful agents come from sales, fitness, marketing, business, team sports, and customer service backgrounds. ASBfinancial is one of the top regions at American Senior Benefits. We help seniors ...

New

OneDigital

Retirement Plan Consultant

Farmington, CT

From the services we offer to the way we show up for each other each day, we are fueling dreams ... Retirement Plan Sales and Business Development Develop and manage a robust sales pipeline through ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

From the services we offer to the way we show up for each other each day, we are fueling dreams ... Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline ...

Sentryinsurance

Retirement Plan Consultant

Oklahoma City, OK · On-site +1

$68K - $102K/yr

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 ...

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsRetirement Plan Service Representative Jobs

Retirement Plan Service Representative information

See salary details

$12

$23

$39

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 Services Specialist

Grand Rapids, MI • On-site

Doeren Mayhew CPAs and Advisors
See more jobs at Doeren Mayhew CPAs and Advisorsexternal

Full-time

Retirement

Posted 26 days ago

Job description

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Our firm is seeking a Retirement Plan Services Specialist to join our Grand Rapids, MI office. The Retirement Plan Services Specialist will support a variety of operational, implementation, document and administrative functions within our Retirement Plan Services department. This is not a traditional plan administrator role. Instead, this position will work across multiple areas of the department, providing support to plan administrators, implementation staff, department leadership, and our clients.

Responsibilities:

  • Preparing and processing plan documents, amendments, resolutions, and related participant communications
  • Assisting with new plan installations, plan conversions, and TPA transitions
  • Preparing retirement plan proposals and supporting plan design projects
  • Drafting and coordinating engagement letters and related service documentation
  • Processing payroll contribution files and assisting with contribution-related reconciliations
  • Supporting retirement plan administrators with annual administration and other client needs
  • Assisting with participant distributions, loans, and other transaction-related requests
  • Maintaining and updating client files, internal systems, databases, and workflow records
  • Reconciling recordkeeper payments, revenue reports, and other departmental financial information
  • Coordinating with recordkeepers, financial advisors, payroll providers, clients, and internal team members
  • Identifying opportunities to improve processes, strengthen internal controls, and use technology more effectively
  • Assisting with special projects and other departmental priorities as needed

Qualifications:

  • Bachelor’s degree preferred
  • Prior experience in retirement plan administration, recordkeeping, implementation, plan documents, or a related retirement plan role
  • A general understanding of 401(k), profit sharing, and other qualified retirement plans
  • Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
  • Comfortable learning and working within multiple software platforms and technology systems
  • Experience with FT William retirement plan software is preferred
  • Strong organizational skills and attention to detail
  • The ability to manage multiple projects and shift priorities
  • Strong written and verbal communication skills
  • The ability to work independently while also collaborating with a broader team

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.