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Retirement Plan Services Jobs (NOW HIRING)

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin ... KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to ...

Mutual of America

Retirement Plan Specialist

Providence, RI · On-site +1

$65K - $85K/yr

Retirement Plan Specialist Location: Providence, RI (hybrid) Who We Are: At Mutual of America ... Today, we provide these services also to for-profit companies, as well as to governmental entities ...

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Retirement Plan Services information

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$31.5K

$62.7K

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How much do retirement plan services jobs pay per year?

As of Aug 9, 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 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?

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 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:
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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, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $62,680 per year, or $30.1 per hour.

Director of Retirement Plan Services

EisnerAmper LLP

Owings Mills, MD • On-site

Full-time

Retirement

Re-posted 7 days ago

EisnerAmper rating

9.7

Company rating: 9.7 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

1st of 22 rated bookkeepers and accountants

Job description

Job Description
At Prosperity - An EisnerAmper Company, you will be responsible for shaping and executing the strategic vision of our Retirement Plan Services practice. This role combines deep technical expertise, business development leadership, and operational ownership to deliver a scalable, high-quality retirement plan offering across the firm.
You will operate at the intersection of client delivery, advisor enablement, and enterprise growth-serving as the firm's subject matter expert on retirement plans and a trusted partner to clients, advisors, and EisnerAmper stakeholders.
The Director of Retirement Plan Services is responsible for the end-to-end leadership, growth, and operational execution of Prosperity's retirement plan services business. This individual will own the strategy, team leadership, client delivery model, and business development outcomes for the practice.
This is a highly visible, client-facing role requiring the ability to drive organic growth, close new business, and establish Prosperity as the preferred retirement plan advisor across EisnerAmper's client base. The Director will serve as the firmwide expert in retirement plan advisory, regulatory considerations, and plan design strategy.
What it Means to Work for Prosperity:
  • You will have the flexibility to manage your days in support of our commitment to work/life balance
  • You will join a culture that has received multiple top "Places to Work" awards
  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
  • We understand that embracing our differences is what unites us as a team and strengthens our foundation
  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will Be Responsible For:
  • Define and execute the strategic vision and growth plan for Retirement Plan Services
  • Drive new business development, including sourcing, presenting, and closing retirement plan opportunities
  • Serve as the firmwide subject matter expert on retirement plans, fiduciary standards, and regulatory considerations
  • Lead complex client engagements, including 401(k), defined benefit, and cash balance plans
  • Partner with Prosperity advisors and EisnerAmper stakeholders to expand referral opportunities and deepen client relationships
  • Lead and develop the Retirement Plan Services team, establishing clear accountability and performance standards
  • Design and implement a scalable, standardized service model across onboarding, servicing, and ongoing client support
  • Ensure operational discipline, data integrity, and effective use of systems and reporting tools
  • Oversee relationships with recordkeepers, TPAs, and external partners to ensure consistent service

Basic Qualifications
  • Bachelor's degree in Finance, Economics, or related field.
  • 10+ years of experience in retirement plan advisory, consulting, or administration with deep expertise across 401(k), defined contribution, defined benefit, and cash balance plans with proven leadership experience managing and developing teams.

Preferred/Desired Qualifications
  • Strong knowledge of ERISA, fiduciary responsibilities, and regulatory frameworks
  • Demonstrated success in business development, including closing new client relationships
  • Relevant professional designations (e.g., AIF®, QKA®, CFP®)
  • Experience working within or alongside a CPA or professional services firm•
  • Experience building or scaling a retirement plan services practice
  • Familiarity with retirement plan platforms and reporting systems

About EisnerAmper
EisnerAmper is one of the largest accounting, tax, and business advisory firms, employing approximately 450 partners and 4,500 employees worldwide. We combine responsiveness with a long-range perspective to help clients address today's pressing issues and position them for future success.
Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. We also collaborate with attorneys, financial professionals, bankers, and investors who serve these clients.
EisnerAmper is proud to be a merit-based employer. We do not discriminate based on veteran or disability or any protected characteristics under federal, state, or local law.
If you require any accommodations to complete your application, please contact: talentacquisition@eisneramper.com
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Preferred Location:
Owings Mills

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About EisnerAmper

Sourced by ZipRecruiter

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

New York, NY, US

Year founded

1963

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