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Retirement Plan Services Jobs (NOW HIRING)

Pennmutual

Retirement Plan Services Manager

$115K - $130K/yr

The Retirement Plan Services Manager (RPSM) leads the strategy, development, and ongoing support of HTK's qualified and non-qualified retirement plan platform. This includes designing and executing ...

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$62.7K

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How much do retirement plan services jobs pay per year?

As of Aug 25, 2026, the average yearly pay for retirement plan services in the United States is $62,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $66,000.00 per year, depending on experience, location, and employer.

What is a retirement plan services?

A Retirement Plan Services job involves helping employers and employees manage workplace retirement plans, such as 401(k)s and pensions. Professionals in this role provide guidance on plan administration, compliance with regulations, and participant education. They may work for financial institutions, insurance companies, or employers offering retirement benefits. The job often requires knowledge of investment options, tax implications, and fiduciary responsibilities. Strong communication and customer service skills are important for assisting clients in making informed retirement decisions.

What types of clients or accounts will I typically work with in a retirement plan services role?

In a Retirement Plan Services position, you’ll often work with a variety of clients ranging from small businesses to large corporations, assisting them in managing 401(k), 403(b), or other qualified retirement plans for their employees. Your responsibilities may include onboarding new plans, facilitating employee enrollments, answering participant questions, and ensuring plan compliance with federal regulations. You'll frequently collaborate with plan sponsors, financial advisors, payroll teams, and third-party administrators to address ongoing plan administration needs. This role provides valuable experience in both client-facing service and technical aspects of retirement planning, making it an excellent foundation for career growth within the financial services industry.

What are the key skills and qualifications needed to thrive in the retirement plan services position, and why are they important?

To excel in Retirement Plan Services, you typically need strong knowledge of retirement plan regulations (such as ERISA), attention to detail, and a background in finance, business, or a related field. Familiarity with recordkeeping platforms, plan administration software, and sometimes certifications like QKA or ASPPA credentials are highly valued. Exceptional customer service, problem-solving abilities, and effective communication skills help you build client trust and manage complex inquiries. These skills ensure accurate plan management, regulatory compliance, and a positive client experience.

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Retirement Plan Services jobs near you
Infographic showing various Retirement Plan Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $62,680 per year, or $30.1 per hour.

Retirement Plan Services Specialist

Doeren Mayhew

Grand Rapids, MI

Full-time

Retirement

Posted 13 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:

  • Bachelors 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.

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