Remote Retirement Plan Consultant Jobs
Remote retirement plan consultant jobs are actively hiring across the U.S., with remote-first firms and distributed teams bringing on consultants to serve clients in financial services, benefits administration, and insurance. Employers hiring remotely right now include Corebridge Financial, Altigro Pension Services, and MP-HR. See the openings below and apply to the ones that match your experience.
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Showing 5 of 21+ Remote Retirement Plan Consultant jobs
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
This role is responsible for managing and growing a book of retirement plan clients while developing the depth of expertise and client ownership that defines a senior consulting career. This position involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and actively communicating the broader OneDigital value proposition to both prospective and existing clients. This role works with internal service teams to deliver an exceptional client experience and drive long-term retention.
Essential Duties and Responsibilities (includes but is not limited to):
Client Relationship Management & Retention
This role is expected to develop and maintain direct ownership of client relationships, building toward a fully independent book of business.
- Serve as the relationship owner for an assigned book of clients, building accountability for client satisfaction, retention, and overall relationship health.
- Develop and execute relationship strategies tailored to each client's goals, plan design, and organizational objectives, with increasing independence over time.
- Lead or participate in client meetings, strategic reviews, and plan sponsor communications, coordinating with other internal specialists to ensure seamless delivery.
- Maintain continuity of client relationships through transitions in team structure, plan design, or business conditions.
Plan Consulting & Advisory Services
The degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
- Provide retirement plan consulting to clients — including plan design, benchmarking, investment menu analysis, and fiduciary guidance — performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
- Leverage market, regional, and national resources to support participant education and engagement; coordinate with Employee Engagement Managers for group education delivery and connect participants to Financial Advisors for individual financial planning needs where applicable.
- Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance resources and plan administration specialists to support analysis and recommendations.
- Facilitate fiduciary training for plan sponsors, leveraging national resources and best-practice frameworks where available.
- Where applicable, utilize OneDigital's internal retirement plan administration team to support testing, plan amendments, compliance strategies, and other plan administration needs.
Team Coordination & Specialist Leverage
Incumbents are expected to actively develop proficiency in OneDigital's team-based service model, learning to leverage specialists to increase capacity and client impact.
- Coordinate the activities of the client service team — including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors — to deliver a cohesive, high-quality client experience.
- Identify gaps in service delivery and proactively redirect internal resources — whether local, regional, or national — to maintain client satisfaction and operational continuity.
- Build proficiency in OneDigital's team-based service model, actively developing the ability to leverage specialists to increase capacity and client impact.
Compliance & Regulatory Expertise
- Conduct or coordinate benchmarking due diligence to ensure clients' plans remain competitive and compliant with industry standards.
- Stay informed of ERISA regulations, fiduciary best practices, and relevant legislative changes; apply that knowledge to client plan recommendations and communicate relevant updates proactively.
Qualifications, Skills and Requirements:
- Growing track record of success in retirement plan consulting and/or sales.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work and make decisions independently.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Demonstrated discipline in maintaining client and pipeline information in CRM; Salesforce preferred.
- Proven success with multitasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for clients.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors (Series 65 preferred).
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan services.
- Must possess a valid relevant securities license.
- 5+ years of retirement plan related experience required.
- 2–5 years of industry-related sales or consulting experience preferred.
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
The typical base pay range for this role nationwide is $60,000 to $100,000 per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
This role is responsible for managing and growing a book of retirement plan clients while developing the depth of expertise and client ownership that defines a senior consulting career. This position involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and actively communicating the broader OneDigital value proposition to both prospective and existing clients. This role works with internal service teams to deliver an exceptional client experience and drive long-term retention.
Essential Duties and Responsibilities (includes but is not limited to):
Client Relationship Management & Retention
This role is expected to develop and maintain direct ownership of client relationships, building toward a fully independent book of business.
- Serve as the relationship owner for an assigned book of clients, building accountability for client satisfaction, retention, and overall relationship health.
- Develop and execute relationship strategies tailored to each client's goals, plan design, and organizational objectives, with increasing independence over time.
- Lead or participate in client meetings, strategic reviews, and plan sponsor communications, coordinating with other internal specialists to ensure seamless delivery.
- Maintain continuity of client relationships through transitions in team structure, plan design, or business conditions.
Plan Consulting & Advisory Services
The degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
- Provide retirement plan consulting to clients — including plan design, benchmarking, investment menu analysis, and fiduciary guidance — performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
- Leverage market, regional, and national resources to support participant education and engagement; coordinate with Employee Engagement Managers for group education delivery and connect participants to Financial Advisors for individual financial planning needs where applicable.
- Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance resources and plan administration specialists to support analysis and recommendations.
- Facilitate fiduciary training for plan sponsors, leveraging national resources and best-practice frameworks where available.
- Where applicable, utilize OneDigital's internal retirement plan administration team to support testing, plan amendments, compliance strategies, and other plan administration needs.
Team Coordination & Specialist Leverage
Incumbents are expected to actively develop proficiency in OneDigital's team-based service model, learning to leverage specialists to increase capacity and client impact.
- Coordinate the activities of the client service team — including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors — to deliver a cohesive, high-quality client experience.
- Identify gaps in service delivery and proactively redirect internal resources — whether local, regional, or national — to maintain client satisfaction and operational continuity.
- Build proficiency in OneDigital's team-based service model, actively developing the ability to leverage specialists to increase capacity and client impact.
Compliance & Regulatory Expertise
- Conduct or coordinate benchmarking due diligence to ensure clients' plans remain competitive and compliant with industry standards.
- Stay informed of ERISA regulations, fiduciary best practices, and relevant legislative changes; apply that knowledge to client plan recommendations and communicate relevant updates proactively.
Qualifications, Skills and Requirements:
- Growing track record of success in retirement plan consulting and/or sales.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work and make decisions independently.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Demonstrated discipline in maintaining client and pipeline information in CRM; Salesforce preferred.
- Proven success with multitasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for clients.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors (Series 65 preferred).
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan services.
- Must possess a valid relevant securities license.
- 5+ years of retirement plan related experience required.
- 2–5 years of industry-related sales or consulting experience preferred.
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
The typical base pay range for this role nationwide is $60,000 to $100,000 per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
See All 21 Remote Retirement Plan Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Retirement Plan Consultant Job Market
Who's Hiring
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote retirement plan consultant jobs.
- 3-5 years of experience administering or consulting on qualified retirement plans
- Working knowledge of ERISA, IRC 401(k) regulations, and IRS correction programs
- Experience with recordkeeping platforms such as Empower, Fidelity, Voya, or Principal
- QKA, QPA, or equivalent ASPPA or NIPA professional certification preferred or required
- Bachelor's degree in finance, accounting, business, or a related field
- Strong client communication skills with ability to explain complex plan rules clearly
Tips for Your Remote Retirement Plan Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote retirement plan consultant openings from across the U.S. in one place, so you can find roles that match your experience and apply directly. Remote postings at distributed firms fill fast, so checking regularly and applying promptly puts you ahead.
Show async client communication skills clearly
Remote retirement plan consultant roles require you to manage client questions, compliance deadlines, and plan design conversations entirely through written channels. Highlight examples in your resume where you resolved complex plan issues or guided clients through corrections via email or documentation, not phone calls.
List your plan administration software fluency
Remote employers screen for direct experience with recordkeeping and administration platforms like Relius, Pension Pro, or similar systems. Name the platforms you have used and the plan types you administered in them, since hiring managers for distributed teams need consultants who can operate independently from day one.
Prepare for scenario-based remote interviews
Remote retirement plan consultant interviews frequently include compliance scenarios: how you would handle a late Form 5500, a failed nondiscrimination test, or a client requesting a mid-year plan amendment. Prepare specific, structured answers that show you can diagnose and resolve plan issues without escalating everything to a supervisor.
Remote Retirement Plan Consultant Jobs: Frequently Asked Questions
How do I get a remote retirement plan consultant job?
Target companies with distributed teams in financial services, third-party administrators, and benefits consulting firms, as these are the employers most likely to hire retirement plan consultants remotely. Remote employers screen for strong written communication, self-directed project management, and hands-on experience with plan administration software and compliance workflows. Candidates who can demonstrate they have handled client relationships and regulatory deadlines without in-person oversight consistently stand out.
Which companies hire remote retirement plan consultants?
Companies hiring remote retirement plan consultants right now include Corebridge Financial, Altigro Pension Services, and MP-HR, based on current remote listings on Migrate Mate as of November 2026. Remote roles in this field tend to come from third-party administrators, independent recordkeepers, and financial services firms that operate distributed advisory and compliance teams.
Can you get a remote retirement plan consultant job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to work independently from day one with minimal in-person coaching. Third-party administrators and benefits firms occasionally hire entry-level remote candidates who hold relevant coursework in finance or HR, have passed industry exams like the QPA or QKA, or have completed plan administration internships. Demonstrating organized async communication and familiarity with recordkeeping platforms can open doors when direct experience is limited.
Do you need a degree for remote retirement plan consultant jobs?
Not always. While many employers prefer a degree in finance, business, or a related field, remote hiring managers in this role often weigh practical experience with ERISA compliance, plan design, and administration platforms just as heavily. Candidates who hold professional credentials like the QKA, QPA, or ASPPA designations can compete effectively for remote roles even without a four-year degree.
Which industries hire the most remote retirement plan consultants?
Most remote retirement plan consultant openings sit in Insurance, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed compliance and advisory teams to serve employer clients across multiple states without requiring consultants to be on-site.
See All 21 Remote Retirement Plan Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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