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Retirement Plan Jobs (NOW HIRING)

OneDigital

Retirement Plan Consultant

Chicago, IL · On-site

Retirement Plan Sales and Business Development * Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

Finway Group

Retirement Plan Consultant

Iowa, IA · Remote

$60K - $70K/yr

About The Role The Retirement Plan Consultant is responsible for managing all aspects of ERISA compliance for qualified retirement plans, with a primary focus on Form 5500 filings, annual testing ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ

Retirement Plan Sales and Business Development Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

Sentryinsurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

OneDigital

Retirement Plan Consultant

Chicago, IL

Retirement Plan Sales and Business Development * Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

SaveDay Inc

Retirement Plan Consultant

Sunnyvale, CA · On-site

We offer several flexible options for workplace savings and retirement plans Responsible for all aspects of ERISA plan administration including Defined Benefit, 403(b), 401(k), and other defined ...

PCS Retirement LLC

Plan Consultant II

$56K - $70K/yr

Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and profit sharing. * Calculates corrective actions for failures in annual testing.

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All JobsRetirement Plan Jobs

Retirement Plan information

See salary details

$35.5K

$69.6K

$109.5K

How much do retirement plan jobs pay per year?

As of Jul 3, 2026, the average yearly pay for retirement plan in the United States is $69,581.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $85,000.00 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 are retirement plans?

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.
More about Retirement Plan jobs
What cities are hiring for Retirement Plan jobs? Cities with the most Retirement Plan job openings:
What are the most commonly searched types of Retirement Plan jobs? The most popular types of Retirement Plan jobs are:
What states have the most Retirement Plan jobs? States with the most job openings for Retirement Plan jobs include:
What job categories do people searching Retirement Plan jobs look for? The top searched job categories for Retirement Plan jobs are:
Retirement Plan jobs near you
Infographic showing various Retirement Plan job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 16% Part Time, and 10% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,581 per year, or $33.5 per hour.
Retirement Plan Consultant

Retirement Plan Consultant

Provenance Wealth Advisors

Fort Lauderdale, FL • On-site

Full-time

Retirement

Posted 3 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Retirement Plan Consultant will serve as a trusted advisor and specialist supporting employer-sponsored retirement plans (401(k), 403(b), profit-sharing, defined benefit, etc.). You will combine deep technical expertise in plan design, compliance, and investments with strong client-relationship skills to deliver holistic solutions for plan sponsors and their participants. You will also work closely with internal teams and other advisors at PWA to integrate retirement-plan strategy into broader wealth-planning engagements.
Job Duties and Responsibilities
Technical Responsibilities
  • Provide expert analysis and consultation on plan design options, including qualified and non-qualified plans, participant investment menus, fiduciary overlays, and plan fee benchmarking.
  • Stay current on legislation, regulatory developments (e.g., ERISA, SECURE Act), record-keeper platforms, and investment trends impacting retirement plans.
  • Conduct plan reviews and audits: ADP/ACP testing, Top-Heavy, 403(b) compliance, Form 5500 preparation and filing oversight.
  • Develop, document and present investment policy statements (IPS) and investment menu architecture in accordance with fiduciary standards.
  • Monitor plan performance, participant engagement metrics, and service provider effectiveness; identify opportunities for plan enhancement and cost optimization.
  • Manage retirement-plan clients and maintain accurate records, proposals, and analyses in CRM/planning tools.

Client-Facing Responsibilities
  • Serve as primary consultant for assigned plan sponsor clients: lead or colead client meetings, present findings, make strategic recommendations, and coordinate implementation.
  • Deliver participant education and engagement programs (group meetings, webinars, one-on-one sessions) to enhance retirement readiness and plan utilization.
  • Support advisors and plan sponsors in onboarding new retirement plan clients: perform discovery, design plan structure, facilitate RFPs, recordkeeper selection, and transition logistics.
  • Build strong, long-term relationships with plan sponsor decisionmakers, third-party administrators, trustees, and recordkeepers.
  • Maintain high service standards: respond to client questions, resolve issues quickly, ensure plan compliance and administration meet expectations of PWA and clients.

Team Responsibilities
  • Partner with internal PWA teams; Advisory, Investment Research, Operations, Legal, Compliance, to integrate retirement plan consulting into broader client wealth planning engagements.
  • Work closely with the Head of Retirement Planning and peers to define strategy, enhance service offerings, refine workflows, and improve efficiency of the retirement practice.
  • Mentor and support junior staff or associates assigned to retirement plan engagements; share knowledge and help build overall team capability.
  • Participate in business development initiatives: contribute to RFP responses, thought leadership content (white papers, seminars), internal training sessions, and cross-referrals within the firm.
  • Creates and delivers educational curriculum presentations tailored for webinars and employee meetings to enhance engagement and knowledge sharing.
  • Cultivates strategic partnerships with vendor wholesalers to enhance collaboration and drive mutual business growth.

Work environment
  • This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.
  • Occasional travel may be required to attend meetings, conferences, and client engagements.
  • The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.
  • The role requires the ability to maintain strict confidentiality regarding sensitive company and client information.

Education/Experience
  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • Minimum 5 years of experience in retirement plan consulting, advisory, or administration with employer-sponsored plans (401(k), 403(b), DB, etc.).
  • Strong knowledge of ERISA, DOL/IRS regulations, fiduciary standards, plan design, benchmarking, and investment menus.
  • Series 65 or 66 (or equivalent) (or ability to obtain within 90 days), as required by role and firm.
  • Excellent communication and presentation skills; ability to educate plan sponsors and participants effectively.
  • Analytical mindset, attention to detail, high professional ethic, and ability to manage multiple plan-sponsor relationships concurrently.
  • Proficiency with CRM systems, financial planning/analysis tools, Microsoft Excel, and/or plan-administration platforms.

Affirmative Action/EEO Statement:
Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Apply