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Retirement Services Jobs (NOW HIRING)

Northwest Bank

Manager of Retirement Services

Columbus, OH · On-site

$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 ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.

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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.
Manager of Retirement Services

Manager of Retirement Services

Northwest Bank

Columbus, OH • On-site

$112K - $112K/yr

Full-time

Retirement

Posted 18 days ago

Job description

OH0713 NW Bancshares HQ, PA0258 Bellevue
Job Description
This position will spearhead the entirety of Northwest Banks Retirement Plan business with a primary focus on growing sales and client acquisition, AUA and departmental growth objectives. They will build Internal and External strategies to capitalize on the NWB regional structure and work in conjunction with the Trust and Financial Advisor teams to ensure broad participation and cooperation. 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 overall retirement plan issues, overseeing plan administration in accordance with plan documents and regulatory standards (i.e. DOL, ERISA, IRS), and performing a variety of technical, compliance and customer service duties relating to Employee Benefit Administration. Ancillary duties including developing, assisting, and implementing retirement and education plans to promote participant employee awareness and cross referrals to other business lines.
Essential Functions
• Monitor vendor and administrator performance to ensure a high level of service
• Direct and provide guidance to staff and plan sponsors
• Oversee retirement plan budgets, forecasts, and development of long term retirement plan strategies
• Contact customers, problems solving, and communicating as required on technical issues
• Work closely with Employee Benefit Compliance Specialist to draft policies and procedures, monitoring departmental compliance efforts and creating a culture of accountability regarding compliance issues
• Maintain extensive knowledge of Plan documents for 401(k), 403(b), 457, and defined benefit plans with special attention to Northwest compliance and ERISA issues
• Develop and monitor compliance activities
• Work with Department Heads, Retirement Plan Consultants, and their staff to implement strategies
• Solve complex problems
• Run Employee Benefit Staff meetings and serve on Trust Administrative Committee Cultivate referrals and potential clients
• Identify and resolve employee and customer questions
• Assist in product development
• Work with Examiners and Auditors
• Work with Retirement Plan Consultants and various Third-Party Administrators & Record-keepers
• Complete/assist with special projects assigned by Senior Trust Officer
• Manage workflow of Administrative team
• Ensure compliance with Internal Revenue Code
• Partner and comply with outside agencies
• Identify and resolve plan related problems
• Conduct research and analysis
• Ensure total document and data integrity
• Draft and implement updates and improvements to procedures
• Monitor outstanding Invoiced fees and ensure timely payment
• Monitor defaulted Loans to ensure compliance with procedures
• Conduct secondary review on EB Administrative Reviews
• Manage work hours and invoice projects as necessary
• Recommend profitability increasing policies
• Recommend improvements to procedures
• Recommend customer service levels
• Minimize departmental non-payroll costs
• Maximize technology tools available
• Develop improvements to procedures
• Develop internal/external customer service levels
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Completing / assisting with special projects assigned by Senior Trust Officer
• Remaining current on developing trends, strategies, and compliance / regulatory issues to ensure retirement plans remain competitive and compliant
Safety and Health for Supervisors with Direct Reports
• Provide leadership and positive direction for maintaining the safety and loss prevention program
• Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified
• Help implement emergency procedures
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree in business or related field
Work Experience
8 - 12 years relevant employee benefit and pension plan administration experience
plan document and legislative experience
financial organization or similar compliance experience
General Supervisory/Manager Knowledge, Skills, and Abilities
• Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
• Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
• Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
• Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
• Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
• Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
• Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
• Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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