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Retirement Plan Services Jobs in Indiana (NOW HIRING)

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Retirement Plan Services information

See Indiana salary details

$30K

$59.6K

$95.2K

How much do retirement plan services jobs pay per year?

As of Aug 25, 2026, the average yearly pay for retirement plan services in Indiana is $59,644.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $62,800.00 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.

What are the most commonly searched types of Retirement Plan Services jobs in Indiana?

The most popular types of Retirement Plan Services jobs in Indiana are:

What are popular job titles related to Retirement Plan Services jobs in Indiana?

For Retirement Plan Services jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Services jobs in Indiana look for?

The top searched job categories for Retirement Plan Services jobs in Indiana are:

Infographic showing various Retirement Plan Services job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $59,644 per year, or $28.7 per hour.

Retirement Plan Services Representative

Capital Group

Carmel, IN • On-site

$45K - $73K/yr

Full-time

Medical, Life, Retirement

Posted 18 days ago


Job description

"I can be myself at work."
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"I can influence my income."
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
"I can lead a full life."
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as a Retirement Plan Services Representative at Capital Group."
As one of our Retirement Plan Services Representatives, you'll take high-volume inbound phone calls providing customer service to retirement plan clients. You'll help callers feel comfortable and supported while answering general retirement plan questions. You'll explain financial concepts and regulations. You'll build trust in these interactions by utilizing resources to understand business and regulatory requirements, performing research, and ensuring the resolution of unclear or incomplete requests in real-time over the phone.
You don't need any previous experience or knowledge in investment management to thrive in this job. We'll teach you everything you need to know, which makes this a perfect starting point to launch your career with Capital Group.
"I am the person Capital Group is looking for."
  • You have customer service experience in any industry and enjoy talking to people over the phone.

  • You're a tech-savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day.
  • You've taken on challenging customer interactions with patience, empathy, and composure, knowing when to take ownership and when to escalate client concerns.
  • You enjoy staying informed of the company's products and services, policies and procedures, and applicable regulations and legal requirements.
  • You're open to working overtime hours, as needed.

"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Indianapolis Base Salary Range: $45,962-$73,539
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.