Retirement Plan Services Officer - Wealth Management This position is the cornerstone of our Retirement Plan Services team's success. By driving business development, managing compliance, and ...
Retirement Plan Services Officer - Wealth Management This position is the cornerstone of our Retirement Plan Services team's success. By driving business development, managing compliance, and ...
Reviews plan documents, amendments, and restatements for regulatory adherence. * Assists with onboarding new retirement plans and ensure compliance readiness. * Coordinates internal and external ...
Reviews plan documents, amendments, and restatements for regulatory adherence. * Assists with onboarding new retirement plans and ensure compliance readiness. * Coordinates internal and external ...
Sr Svc Agent/Non-DOT
Indianapolis, IN ยท On-site
$21.24/hr
Job Duties Provides accurate information and assistance to customers, which includes responding to inquiries, problem-resolution and selling of company services. Performs administrative support ...
Sr Svc Agent/Non-DOT
Indianapolis, IN ยท On-site
$21.24/hr
Job Duties Provides accurate information and assistance to customers, which includes responding to inquiries, problem-resolution and selling of company services. Performs administrative support ...
Reviews plan documents, amendments, and restatements for regulatory adherence. * Assists with onboarding new retirement plans and ensure compliance readiness. * Coordinates internal and external ...
Reviews plan documents, amendments, and restatements for regulatory adherence. * Assists with onboarding new retirement plans and ensure compliance readiness. * Coordinates internal and external ...
Vice President & Manager - Retirement Plan Services (Opens in a new Window)
Indianapolis, IN ยท On-site
$95 - $130/hr
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 ...
Vice President & Manager - Retirement Plan Services (Opens in a new Window)
Indianapolis, IN ยท On-site
$95 - $130/hr
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 ...
ERISA Retirement Plans, Sr. Specialist
Indianapolis, IN ยท On-site
$62K - $89K/yr
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
ERISA Retirement Plans, Sr. Specialist
Indianapolis, IN ยท On-site
$62K - $89K/yr
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN ยท Hybrid
$96K - $176K/yr
Identify and direct cost saving and efficiency opportunities based on competitive intelligence, trends, and retirement plan expertise Participate in the Annual Prospectus update, partnering with ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN ยท Hybrid
$96K - $176K/yr
Identify and direct cost saving and efficiency opportunities based on competitive intelligence, trends, and retirement plan expertise Participate in the Annual Prospectus update, partnering with ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN ยท On-site
$96K - $176K/yr
LNC) helps people to confidently plan for their version of a successful future. We focus on ... retirement plan services. With our 120-year track record of expertise and integrity, millions of ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN ยท On-site
$96K - $176K/yr
LNC) helps people to confidently plan for their version of a successful future. We focus on ... retirement plan services. With our 120-year track record of expertise and integrity, millions of ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN ยท Hybrid
$96K - $176K/yr
LNC) helps people to confidently plan for their version of a successful future. We focus on ... retirement plan services. With our 120-year track record of expertise and integrity, millions of ...
Sr. Consultant, Retirement Sales Support
Fort Wayne, IN ยท Hybrid
$96K - $176K/yr
LNC) helps people to confidently plan for their version of a successful future. We focus on ... retirement plan services. With our 120-year track record of expertise and integrity, millions of ...
Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring ... As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for ...
Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring ... As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for ...
Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring ... As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for ...
Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring ... As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for ...
Respond promptly and expertly to questions and concerns regarding plan service features, products, and 401(k) retirement savings programs. * Assist plan sponsors and intermediaries in conducting on ...
Respond promptly and expertly to questions and concerns regarding plan service features, products, and 401(k) retirement savings programs. * Assist plan sponsors and intermediaries in conducting on ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site +1
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site +1
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site +1
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site +1
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Customer Service Representative, Retirement (Fort Wayne, IN training)
Fort Wayne, IN ยท On-site
$20.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Fort Wayne, IN ยท On-site +1
$21.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Fort Wayne, IN ยท On-site +1
$21.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Fort Wayne, IN ยท On-site
$21.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Fort Wayne, IN ยท On-site
$21.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Fort Wayne, IN ยท On-site +1
$21.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Fort Wayne, IN ยท On-site +1
$21.10/hr
This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please ...
Retirement Plan information
See Indiana salary details
$33.8K - $40.2K
15% of jobs
$40.2K - $46.6K
5% of jobs
$51.2K is the 25th percentile. Wages below this are outliers.
$46.6K - $53K
7% of jobs
$53K - $59.4K
15% of jobs
The median wage is $62.8K / yr.
$59.4K - $65.8K
16% of jobs
$65.8K - $72.2K
8% of jobs
$78K is the 75th percentile. Wages above this are outliers.
$72.2K - $78.6K
10% of jobs
$78.6K - $85K
8% of jobs
$85K - $91.4K
8% of jobs
$91.4K - $97.8K
4% of jobs
$97.8K - $104.2K
3% of jobs
$33.8K
$66.2K
$104.2K
How much do retirement plan jobs pay per year?
What are the key skills and qualifications needed to thrive as a Retirement Plan Specialist, and why are they important?
What is the difference between Retirement Plan vs Retirement Advisor?
| Aspect | Retirement Plan | Retirement Advisor |
|---|---|---|
| Primary Role | Designs and manages retirement benefit programs for organizations | Provides personalized financial advice to individuals planning for retirement |
| Credentials | Typically requires benefits administration knowledge, HR certifications | Financial certifications like CFP, CFA, or Series 7 |
| Work Environment | Corporate HR departments, benefits administration teams | Financial advisory firms, independent practice |
| Industry Usage | Used by companies offering retirement benefits | Used by individuals seeking retirement planning advice |
While a Retirement Plan focuses on creating and managing retirement benefit programs for organizations, a Retirement Advisor provides personalized financial guidance to individuals preparing for retirement. Both roles are essential in the retirement industry but serve different audiences and purposes.
What is a retirement plan?
What are some common challenges faced by professionals managing retirement plans, and how can they be addressed?
What are the most commonly searched types of Retirement Plan jobs in Indiana?
The most popular types of Retirement Plan jobs in Indiana are:
What are popular job titles related to Retirement Plan jobs in Indiana?
For Retirement Plan jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Retirement Plan jobs in Indiana look for?
The top searched job categories for Retirement Plan jobs in Indiana are:
What cities in Indiana are hiring for Retirement Plan jobs?
Cities in Indiana with the most Retirement Plan job openings:

Retirement Plan Services Officer - Wealth Management
Indianapolis, IN โข On-site
Full-time
Re-posted yesterday
Job description
This position is the cornerstone of our Retirement Plan Services team's success. By driving business development, managing compliance, and building strong client relationships, you ensure that every employer-sponsored retirement plan we administer meets the highest standards of service and regulatory excellence. Your expertise helps clients achieve their retirement goals while strengthening our reputation for trust and reliability.
How You'll Contribute
- Develop and execute marketing, sales, and retention strategies for retirement plan clients
- Make proactive calls to prospective and current clients to identify needs and resolve service issues
- Prepare and deliver presentations to prospective clients
- Collaborate on the development of Retirement Plan Services products and enhancements
- Oversee compliance, investment reviews, reconciliations, and communications for assigned accounts
- Provide consultative guidance on plan design, compliance, and retirement goals
- Act as liaison between clients and third-party vendors
- Review compliance testing and Form 5500 filings for accuracy
- Serve as the primary point of contact for existing clients, facilitating regular meetings and plan reviews
- Conduct participant education sessions and create supporting materials
- Communicate with regulatory authorities and respond to inquiries from attorneys, consultants, and accountants
- Serve on Wealth Management committees and contribute to special projects
What We're Looking For
- Bachelor's degree in business or accounting, or equivalent experience
- Professional credentials (or actively pursuing) such as CRSP, CRPPยฎ, QKAยฎ, QKCยฎ, CRPSยฎ, or CEBSยฎ
- Minimum of 5 years of experience in business development and retirement plan administration
- Strong knowledge of retirement plan compliance, recordkeeping platforms, and investment principles
- Proven ability to develop marketing strategies and deliver consultative solutions
- Excellent communication skills, including public speaking and client presentations
- High degree of professionalism, accuracy, and attention to detail
- Ability to organize and prioritize tasks independently
- Proficiency with Microsoft Word and Excel
You'll Excel If You
- Take pride in building lasting client relationships
- Enjoy solving complex compliance and administrative challenges
- Bring integrity, discretion, and accountability to everything you do
- Want to be part of a collaborative, client-focused team where your work makes a difference
Why Join Us
The National Bank of Indianapolis is the city's only locally owned national bank. We take pride in serving our community with personal attention and exceptional service. Through our Wealth Management division, we deliver customized retirement plan solutions that help employers and employees achieve financial security.
Just as we invest in our clients, we invest in our people. We've built a workplace employees genuinely appreciate-where you feel respected, supported, and part of something meaningful. We believe in growth from within, open collaboration, and celebrating each other's successes. If you join NBOFI, your voice will matter, your ideas will be valued, and you'll have the tools to thrive both professionally and personally.
In Summary
Bring your expertise. Bring your creativity. Bring your best.
We'll provide the culture, resources, and trust.
Together, we'll celebrate our successes.
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.
About National Bank of Indianapolis
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Indianapolis, IN, US
Year founded
1993