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Retirement Services Jobs (NOW HIRING)

EVERENCE SERVICES,

Retirement Administrator

Goshen, IN · On-site

Work with service providers to maintain daily operations. * Coordinate the onboarding of new Everence Retirement Services plans and facilitate communication between advisors and third-party providers ...

FAVARH

Start your Voyage - Apply Now Job Summary The Advanced Markets Consultant - Retirement Services provides advanced regulatory, technical, and consultative support related to qualified retirement plans.

FAVARH

Start your Voyage - Apply Now Job Summary The Advanced Markets Consultant - Retirement Services provides advanced regulatory, technical, and consultative support related to qualified retirement plans.

ADP

Senior Counsel, Retirement Services

Louisville, KY · On-site

$127K - $173K/yr

ADP is seeking a Senior Counsel, Retirement Services The successful candidate will provide operational, regulatory and contractual legal guidance to the business unit relating to all ADP Retirement ...

ADP

Retirement Services Sales Representative

Troy, MI · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

Northwest

Manager of Retirement Services

Columbus, OH

$112K - $112K/yr

The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...

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Retirement Services information

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$31.5K

$62.7K

$100K

How much do retirement services jobs pay per year?

As of Jun 15, 2026, the average yearly pay for retirement 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 difference between Retirement Services vs Retirement Plan Administrator?

AspectRetirement ServicesRetirement Plan Administrator
CredentialsCertifications like CEBS, CFP often preferredSimilar certifications, often required or preferred
Work EnvironmentFinancial institutions, consulting firms, HR departmentsFinancial firms, plan providers, HR teams
Employer & Industry UsageUsed broadly across financial and HR sectorsPrimarily within retirement plan management
Job FocusAdvising clients, managing retirement plans, complianceAdministering retirement plans, processing contributions, maintaining records

Retirement Services professionals focus on advising clients and managing retirement plans, while Retirement Plan Administrators handle the day-to-day administration and record-keeping of retirement plans. Both roles require similar certifications and are integral to the retirement industry, but their primary responsibilities differ.

What is the $1,000 a month rule for retirement?

The $1,000 a month rule for retirement is a guideline suggesting that retirees should aim to have a monthly income of at least $1,000 from their retirement savings to cover basic expenses. Retirement services professionals often advise planning for a sustainable withdrawal rate, typically around 4% annually, to ensure funds last throughout retirement.

What's a good side hustle for a retired person?

Retirement Services professionals can consider side hustles such as consulting, tutoring, or freelance work that leverage their experience. These roles often offer flexible schedules and require minimal startup costs, making them suitable for retirees seeking additional income or engagement.

What job makes $10,000 a month without a degree?

In retirement services, roles such as financial advisors or insurance agents can earn $10,000 or more per month through commissions and client fees, often without requiring a college degree but needing industry certifications and sales skills. Success in these roles depends on experience, network, and performance rather than formal education. High earnings are typically associated with established clients and a strong professional reputation.

What are the key skills and qualifications needed to thrive in Retirement Services, and why are they important?

To excel in Retirement Services, you need a solid understanding of retirement planning, financial products, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with retirement plan administration software, financial modeling tools, and certifications like CRPC or CFP is highly valuable. Strong interpersonal skills, attention to detail, and the ability to explain complex concepts clearly help professionals build trust and guide clients effectively. These competencies ensure accurate plan management, regulatory compliance, and positive client outcomes in a field where financial security is paramount.

What are Retirement Services?

Retirement Services refer to a range of financial products, planning tools, and advisory services designed to help individuals prepare for and manage their retirement years. These services often include retirement account management (such as 401(k)s and IRAs), pension plan administration, retirement income planning, and guidance on Social Security benefits. Providers of retirement services may be financial institutions, employers, or specialized advisors who assist clients in achieving financial security during retirement.

What are some good retirement jobs?

Retirement jobs for individuals include roles such as customer service representative, administrative assistant, tutor, or retail associate. These positions often offer flexible hours and require skills like communication, organization, and basic computer proficiency. Many retirees also pursue part-time consulting or freelance work based on their expertise.

What are some common challenges faced by professionals working in Retirement Services, and how can they be managed effectively?

Professionals in Retirement Services often encounter challenges such as keeping up with changing regulations, educating clients about complex retirement plans, and addressing diverse financial needs. Managing these challenges effectively involves continuous professional development, clear communication with clients, and collaboration with legal and compliance teams. Building strong relationships and staying updated on industry standards can help ensure clients receive accurate and tailored retirement solutions.
More about Retirement Services jobs
What cities are hiring for Retirement Services jobs? Cities with the most Retirement Services job openings:
What states have the most Retirement Services jobs? States with the most job openings for Retirement Services jobs include:
What job categories do people searching Retirement Services jobs look for? The top searched job categories for Retirement Services jobs are:
Retirement Services jobs near you
Infographic showing various Retirement Services job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 85% Full Time, 9% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $62,680 per year, or $30.1 per hour.
Retirement Services Assistant

Retirement Services Assistant

The Cape Cod Five Cents Savings Bank

Hyannis, MA • On-site

Full-time

Retirement

Posted 20 days ago

Job description

Salary Grade:13
SUMMARY:
Provides a wide range of administrative support to the Retirement Services department including providing exceptional client service to both internal and external clients. Prepares and processes retirement-related transactions, reports and statements. Responds to client and banking center inquiries regarding retirement plans. Keeps abreast of developments within the retirement services field.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:
  1. Maintain high level of client service skills relevant to courtesy and competence.
  2. Perform a wide variety of administrative and clerical duties under the direct supervision of the Director of Retirement Services and in conformance with Bank policies and procedures.
  3. Use appropriate applications to prepare retirement related transactions reports and statements.
    1. Verify input data in new plans, new and existing accounts, pending requests, signatures, authorizations and notarizations.
    2. Evaluate and compare documentation for all IRS reportable and non-reportable transactions.
    3. Access and evaluate client 1099-R and 5498 forms, archived client plan documentation and retirement plan statements.
  4. Organize documentation according to Retirement Services Department Procedures.
  5. Use Bank scanning system to optimize storage of retirement documents.
  6. Maintain daily IRA reports, including:
    1. Daily Transaction Journal
      1. Verify accuracy and completeness of retirement account activity processed in the branches, both paper documentation and accuracy of data processing entries.
      2. Advise Retirement Services Manager / Administrator when file maintenance is required and provide dual control of maintenance.
    2. Cape Plan and Premier5 Member Reports (for new and resigning Wealth Management clients)
      1. Enter or delete plan waiver on the retirement system as necessary
    3. Process Error Report
      1. Advise Director of Retirement Services / Administrator when corrections are required and provide dual control of corrections.
    4. IRA CD Maturities Report
      1. Verify that the client relationship is reflected in the planned renewal and advise Director of Retirement Services / Administrator when corrections are required.
  7. Provide Dual Control and verification for IRA transfers and withholding.
  8. Prepare deceased folders for processing by Director of Retirement Services and Administrator. Verify and document beneficiary designations, current year required distribution information, current CD term, and client status of designated beneficiaries.
  9. Communicate effectively with Banking Centers, Accounting and Banking Operations to answer and/or resolve inquiries, problems or corrections related to IRA issues.
  10. Provide the highest level of client service and support within scope of the position to banking center staff, Contact Center staff, and customers via phone or email on Retirement Services products including;
    1. Retirement Plans: Traditional, Roth, SEP, SIMPLE & CESA, their features and benefits.
    2. Contribution rules
    3. Eligibility rules
    4. Transfer vs. Rollover rules
    5. Retirement statements
    6. IRS forms
    7. FDIC insurance rules and
    8. General distribution rules and exceptions for each type of plan
  11. Conduct client transactions by mail.
  12. Research and resolve Retirement Service Events for all banks.
  13. Conduct research where client records and IRS reports must be compiled, matched and prepared to be provided to Director of Retirement Services, Supervisor or clients. (Confirming findings with Director of Retirement Services / Supervisor prior to providing documentation to client.)
  14. Maintain a high level of confidentiality, privacy and security.
  15. Adhere to all IRS and State laws and FDIC compliance.
  16. Keep abreast of developments within the retirement services field and related IRS Regulations.
  17. Other duties as assigned by the Director of Retirement Services and/ or Retirement Services Supervisor.

QUALIFICATIONS:
EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position)
  • Bachelor's Degree Preferred
  • High School Diploma or GED required
  • Certified IRA Services Professional Designation preferred (CISP)

EXPERIENCE:
  • At least two (2) years' experience in a customer service position.
  • Coursework or job related work experience in retirement products required.

KNOWLEDGE, SKILLS & ABILITIES:
  • Ability to establish and maintain good rapport with internal and external clients.
  • Working knowledge of retirement services products including individual retirement accounts and their features (IRAs).
  • Working knowledge of tax laws as they pertain to retirement services products.
  • Ability to examine Bank reports, read and understand IRS publications and retirement subscriptions.
  • Ability to comprehend and retain complex and ever-changing tax law information.
  • Ability to use proper grammar and writing style to produce clear written documentation in emails, memos and letter correspondence.
  • Excellent organizational skills, ability to maintain paper and paperless documents.
  • Proficient with Microsoft Office, including Word, Excel and Outlook.
  • Ability to generate reports and consolidate data using Excel.
  • Analytical and mathematical skills in order to understand the computation of Federal and Massachusetts State withholding and required minimum distribution calculations and payments.

COMPETENCIES:
  • Must have cyber security awareness to protect the digital environment, the Bank, and clients.
  • High level of attention to detail
  • Multi-task while accurately attending to detail
  • Prioritize and work well under pressure of time constraints
  • Patient and professional demeanor
  • Financial Comprehension
  • Problem Solving
  • Relationship Building Skills
  • Proficient Verbal and Written Communication Skills
  • Critical Thinking Skills
  • Eager Learner
  • Learning Agility
  • Superior Customer Service

#ZR
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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