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Retirement Plan Services information

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$31.5K

$62.7K

$100K

How much do retirement plan services jobs pay per year?

As of Jun 17, 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 the $1,000 a month rule for retirement?

The $1,000 a month rule in retirement planning suggests that saving around $1,000 per month can help individuals reach their retirement savings goals, depending on their age, income, and desired retirement age. Retirement plan services professionals often advise consistent contributions and the use of tools like IRAs or 401(k)s to meet these targets.

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 is a Retirement Plan Services job?

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.

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

Retirement Plan Services professionals can advise on retirement savings strategies; whether $400,000 in a 401(k) is sufficient at age 62 depends on factors like expected expenses, life expectancy, and other income sources. Generally, a $400,000 balance may provide a modest income, but additional savings or income streams are often needed for a comfortable retirement. Financial planning skills and understanding of withdrawal rates are essential for assessing individual readiness.

What does a retirement plan specialist do?

A retirement plan specialist helps organizations design, implement, and manage retirement plans such as 401(k)s and pension schemes. They analyze plan options, ensure compliance with regulations, and assist clients with plan administration and employee education. Strong knowledge of retirement regulations and financial planning tools is essential for this role.

What is the best side hustle for retirees?

Retirees working in retirement plan services often choose side hustles such as consulting, tutoring, or freelance financial advising, leveraging their industry knowledge. These roles typically require strong communication skills, relevant certifications, and flexible schedules, making them suitable for part-time or project-based work.

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.

More about Retirement Plan Services jobs
What cities are hiring for Retirement Plan Services jobs? Cities with the most Retirement Plan Services job openings:
What are the most commonly searched types of Retirement Plan Services jobs? The most popular types of Retirement Plan Services jobs are:
What states have the most Retirement Plan Services jobs? States with the most job openings for Retirement Plan Services jobs include:
What job categories do people searching Retirement Plan Services jobs look for? The top searched job categories for Retirement Plan Services jobs are:
Retirement Plan Services jobs near you
Infographic showing various Retirement Plan Services job openings in the United States as of June 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 75% In-person, and 25% Hybrid job distribution, with an average salary of $62,680 per year, or $30.1 per hour.
Retirement Plan Services Consultant

Retirement Plan Services Consultant

Nicolet National Bank

Iowa City, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Nicolet National Bank rating

8.4

Company rating: 8.4 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

29th of 141 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
  • Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
  • Develop new retirement plan services and trust business.
  • Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
  • Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
  • Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
  • Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
  • Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • 2+ years of Retirement Plan Services Consulting is required.
  • Bachelor's degree in business, Finance or related field of study preferred.
  • PC, phone system, general office equipment.
  • Proficiency with Microsoft Office applications.
  • Ability to maintain strict confidentiality.
  • Ability to effectively promote Nicolet as a bank of choice.
  • In-depth knowledge of banking positions.
  • Strong organizational, multi-tasking and prioritizing skills.
  • Self-motivated and resourceful.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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