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Retirement Plans Associate Jobs (NOW HIRING)

Ameritas

... retirement plans. This position is accountable for ensuring the day-to-day business needs are being ... This position will provide associate training, meeting facilitation, and development/implementation ...

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How much do retirement plans associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for retirement plans associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

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

To thrive as a Retirement Plans Associate, you need strong knowledge of retirement plan regulations, financial principles, and typically a bachelor's degree in finance, business, or a related field. Familiarity with recordkeeping systems, compliance software, and professional certifications such as ASPPA or CEBS is often required. Excellent attention to detail, client communication, and problem-solving skills help you deliver accurate and responsive service. These abilities ensure regulatory compliance, client satisfaction, and effective administration of retirement plans.

What are some common challenges Retirement Plans Associates face when assisting clients with plan administration?

Retirement Plans Associates often encounter challenges such as navigating complex regulatory requirements, managing tight deadlines during plan year-end processes, and communicating technical plan details to clients who may not be familiar with retirement terminology. Staying updated on changing IRS and Department of Labor regulations is crucial, as errors can have significant compliance implications. Strong organizational skills and clear client communication are essential to ensure smooth plan administration and positive client experiences.

What does a Retirement Plans Associate do?

A Retirement Plans Associate is responsible for administering and managing retirement plans, such as 401(k)s and pension plans, for organizations and their employees. They ensure compliance with federal regulations, answer participant questions, process contributions and distributions, and may assist with plan design and testing. Their role is essential in helping employees plan and save for retirement while ensuring the plan operates smoothly and meets legal requirements.
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Retirement Plans Associate jobs near you
Infographic showing various Retirement Plans Associate job openings in the United States as of May 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 83% In-person, and 17% Hybrid job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Retirement Specialist

Delibert Employment Solutions

Rochester, NY

$50K - $65K/yr

Full-time

Retirement

Posted 16 days ago

Job description

Retirement Plans Associate

Rochester, NY, US

30+ days ago

Requisition ID: 1045

ApplySalary Range:

$50,000.00 To $65,000.00 Annually

Ready to love what you do?

Then you're ready for Sage Rutty.

You don't become the oldest, locally-owned financial services firm in the Rochester area by accident. At Sage Rutty, we know that our success is directly tied to our people. Since 1915, we've set ourselves apart by working hard to recruit and retain top professionals in our industry who share our firm's traditional values and unwavering ethical standards. We work hard to earn our reputation as a great place to work. Our environment provides a variety of challenging opportunities to collaborate with a motivated, experienced teams of financial professionals who work together to exceed our client's expectations on a daily basis. We offer a highly-competitive compensation and benefits package with a strong focus on professional growth and development.

Sage Rutty has ranked as one of the Best Companies to Work for in America® by Fortune Magazine & was named #1 Small Workplace in Rochester by the Democrat & Chronicle & Workplace Dynamics in 2014. 


Sage Rutty is seeking a Retirement Plans Associate to work with an internal team dedicated to developing, implementing, and maintaining retirement plan programs for corporate clients. 

  • Assist current clients and participants with questions and issue resolution
  • Prepare for quarterly and annual fiduciary review meetings 
  • Perform quarterly fund analysis using provided research tools
  • Participate in individual and group 401k enrollment meetings as needed
  • Review and modify, as needed, investment plan summary documents
  • Manage 401(k) plan onboarding
  • Coordinate platform and recordkeeping changes
  • Remain knowledgeable of the industry and recent updates/legislation/changes
  • Support prospective client acquisition and marketing efforts
  • Prepare client communications and campaigns
  • Miscellaneous special projects as necessary

Desired Skills and Experience:

  • Candidate must be mature, experienced and possess excellent written and verbal communication skills, time management skills, organizational and prioritization skills.
  • 1 year prior corporate and/or financial services related experience preferred
  • Bachelor’s Degree preferred
  • FINRA Series 7 and 66 or ability to attain within 12 months
  • Candidate must have excellent communication, presentation, and organizational skills
  • Proficiency of Microsoft Word, and Excel