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Retirement Plan Services Jobs in Indiana (NOW HIRING)

1st Source

Retirement PLAN Specialist

South Bend, IN · On-site

1st Source Bank is seeking a Compliance Officer for Retirement Plan Services in South Bend, IN. The role ensures all retirement plans comply with ERISA, IRS, and DOL regulations and coordinates ...

1st Source

Retirement PLAN Specialist

South Bend, IN · On-site

1st Source Bank is seeking a Compliance Officer for Retirement Plan Services in South Bend, IN. The role ensures all retirement plans comply with ERISA, IRS, and DOL regulations and coordinates ...

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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 Sep 7, 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:

Retirement Plan Services jobs near you
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 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $59,644 per year, or $28.7 per hour.

Administrator II, Retirement Plan Services

1st Source Bank

South Bend, IN

Full-time

Posted 5 days ago

1st Source Bank rating

8.8

Company rating: 8.8 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

POSITION SUMMARY
Responsible for ensuring retirement plans are compliant with DOL and IRS regulations. 
 
ESSENTIAL REQUIREMENTS
  • Reviews trust instruments and benefit plans to determine the bank’s responsibility as trustee.
  • Consults with external customers (i.e., corporate officers, attorneys, actuaries, beneficiaries, etc.) concerning account preparation, document review and/or general account supervision and servicing.
  • Consults with internal customers (i.e., investment, operations and trust personnel) on the resolution of specific account record keeping and transaction processing issues. 
  • Reviews accounts periodically to ensure their conformity to current customer needs and objectives recommending and making changes as appropriate.
  • Answers questions from all levels of customer companies relating to the administration of employee benefit accounts.
  • Reviews and recommends new account applications.
  • Keeps informed of pending and changed legislation and regulations impacting the employee benefit trust field.
  • Regular and predictable attendance is an essential requirement of the position.
  • Responsible for the completion of all compliance training related to the position.
  • Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
  • Performs all other duties as assigned.
EXPERIENCE/SKILLS
  • Five (5) to eight (8) years of related experience preferred.
  • Working knowledge of ERISA and related regulations.
  • Working knowledge of investments preferred.
  • Extensive experience with Relius.
  • Knowledge of basic software applications (Word, Excel, PowerPoint, Adobe Acrobat, Internet).
  • Good written and verbal communication skills.
  • Ability to work with all different departments and business entities.
  • Ability to prioritize.
  • Strong time management skills.
EDUCATION
  • Bachelor’s degree required. CRSP or ASPPA license required.
TRAVEL REQUIREMENTS
  • Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
  • While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
  • MS Office PC, fax, phone and standard office equipment.

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