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Retirement Plan Services Jobs (NOW HIRING)

Associatedbank

Retirement Plan Specialist

Milwaukee, WI

$17.57 - $30.12/hr

This is a great opportunity for someone looking to grow a career in retirement services and trust administration. Please Note: This position can also be hired as a Retirement Plan Specialist or ...

Associatedbank

Retirement Plan Specialist

Neenah, WI · On-site

$17.57 - $30.12/hr

This is a great opportunity for someone looking to grow a career in retirement services and trust administration. Please Note: This position can also be hired as a Retirement Plan Specialist or ...

Associated Bank

Retirement Plan Specialist

Neenah, WI · On-site

This is a great opportunity for someone looking to grow a career in retirement services and trust administration. Please Note: This position can also be hired as a Retirement Plan Specialist or ...

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA · On-site

This is a great opportunity for a right candidate who wants to be in the financial services ... Perform research as needed to respond to retirement plan questions * Prepare materials and ...

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Minimum 3 years of experience in retirement/financial services * Bachelor's degree or equivalent ...

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$62.7K

$100K

How much do retirement plan services jobs pay per year?

As of Jun 15, 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.
Vice President & Manager - Retirement Plan Services

Vice President & Manager - Retirement Plan Services

The National Bank of Indianapolis

Indianapolis, IN • On-site

Full-time

Posted 10 days ago

Job description

Vice President & Manager - Retirement Plan Services
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business.
This role provides strategic and operational leadership overseeing plan compliance, investment review, client relationships, and team performance while driving business development and ensuring exceptional service delivery.
Key Responsibilities
  • Lead Retirement Plan Services operations, ensuring compliance with all applicable laws and regulations
  • Serve as primary relationship manager for clients, plan sponsors, and committees
  • Oversee plan administration, investment reviews, reconciliations, and reporting
  • Manage year-end tax reporting and regulatory requirements
  • Lead and develop team members, fostering a high-performing, client-focused environment
  • Drive business development and client retention through proactive engagement and strategic initiatives
  • Partner across business lines and represent RPS on internal committees

Qualifications
  • Bachelor's degree or equivalent experience required
  • 8+ years of experience with employee benefit and retirement plans
  • Advanced knowledge of retirement plan regulations, trust operations, and investments
  • Proven leadership experience managing teams and departmental operations
  • Strong client relationship, communication, and presentation skills
  • Demonstrated success in business development and client retention

Why Join Us
Join a locally owned, relationship-driven bank where your leadership will directly impact client success, team performance, and business growth.
In Summary
Bring your leadership.
Bring your expertise.
Make an impact.
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.

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