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Retirement Plan Jobs in Indiana (NOW HIRING)

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 ...

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Retirement Plan information

See Indiana salary details

$33.8K

$66.2K

$104.2K

How much do retirement plan jobs pay per year?

As of Aug 16, 2026, the average yearly pay for retirement plan in Indiana is $66,210.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,300.00 and $80,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Retirement Plan Specialist, and why are they important?

To thrive as a Retirement Plan Specialist, you need expertise in retirement plan regulations, financial planning, and a relevant degree such as finance or business, often paired with credentials like the QKA or ASPPA certifications. Familiarity with retirement plan administration software, compliance systems, and financial analysis tools is important. Strong attention to detail, problem-solving skills, and clear communication help build trust with clients and ensure accurate plan management. These skills are crucial for maintaining regulatory compliance, maximizing client satisfaction, and ensuring the long-term success of retirement plans.

What is the difference between Retirement Plan vs Retirement Advisor?

AspectRetirement PlanRetirement Advisor
Primary RoleDesigns and manages retirement benefit programs for organizationsProvides personalized financial advice to individuals planning for retirement
CredentialsTypically requires benefits administration knowledge, HR certificationsFinancial certifications like CFP, CFA, or Series 7
Work EnvironmentCorporate HR departments, benefits administration teamsFinancial advisory firms, independent practice
Industry UsageUsed by companies offering retirement benefitsUsed 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?

Retirement plans are financial arrangements designed to help individuals save and invest money for their retirement years. These plans often offer tax advantages and can be sponsored by employers (like 401(k) or pension plans) or set up individually (such as IRAs). The goal is to ensure financial security and income after you stop working. Contributions, investment growth, and withdrawals are typically governed by specific rules depending on the type of plan. Choosing the right retirement plan depends on your career, financial goals, and retirement timeline.

What are some common challenges faced by professionals managing retirement plans, and how can they be addressed?

Professionals managing retirement plans often navigate complex regulatory requirements, stay updated with changing compliance laws, and ensure accurate recordkeeping for plan participants. They also face the challenge of communicating plan details and benefits effectively to employees with varying levels of financial literacy. Addressing these challenges requires continuous education, strong attention to detail, and effective collaboration with HR, legal, and finance teams to ensure both compliance and participant satisfaction.

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:

Infographic showing various Retirement Plan job openings in Indiana as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $66,210 per year, or $31.8 per hour.

Retirement Plan Services Officer - Wealth Management

The National Bank of Indianapolis

Indianapolis, IN โ€ข On-site

Full-time

Re-posted yesterday


Job description

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 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.