Mid Level Retirement Plan Administration Jobs
Mid level retirement plan administration jobs go to professionals ready to own plan compliance workflows, mentor junior staff, and drive client deliverables with limited day-to-day oversight. Openings run across Consulting & Professional Services, Insurance, and Accounting & Auditing, with a mix of on-site, remote, and hybrid settings, and employers like USI Insurance Services, CBIZ, and Alvarez & Marsal hiring at this level now.
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Showing 5 of 16+ Mid Level Retirement Plan Administration jobs
Company:
Description:
Job Description For Posting
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
Essential Duties & Responsibilities
- Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
- Prepare administration pricing of accounts.
- Analyze proposals, inclusive of costs and benefits.
- Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
- Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
- Maintain and organize the customer relationship management system, Salesforce.
- Track Plan Transfers and Broker of Record changes.
- Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
- Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
- Prepare and coordinate announcement material for enrollment process on sold or transferred business.
- Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
- Conduct employee open enrollment meetings.
- Attend sales meetings as requested.
- Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
- Prepare files and other records needed for MMA.
- Keep abreast of the marketplace.
- Maintain the professional standards established of MMA when working with clients.
- Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
- All other duties as assigned.
Education and/or Experience
- Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
- Obtain or maintain a valid, unrestricted Series 65 securities license through the FINRA and meet the continuing education requirements.
- Excellent communication skills, both verbal and written with the ability to do oral presentations.
- Above average analyzing, problem solving and planning techniques are essential.
- Strong math skills are required.
- Must be dependable and a good team player.
- Must be detail-oriented and have the ability to multi-task.
- Ability to maintain confidentiality with client information.
- Ability to exercise independent judgment and initiative within established guidelines.
- Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
- A valid California Drivers License & a dependable transportation required.
The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Company:
Description:
Job Description For Posting
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
Essential Duties & Responsibilities
- Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
- Prepare administration pricing of accounts.
- Analyze proposals, inclusive of costs and benefits.
- Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
- Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
- Maintain and organize the customer relationship management system, Salesforce.
- Track Plan Transfers and Broker of Record changes.
- Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
- Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
- Prepare and coordinate announcement material for enrollment process on sold or transferred business.
- Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
- Conduct employee open enrollment meetings.
- Attend sales meetings as requested.
- Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
- Prepare files and other records needed for MMA.
- Keep abreast of the marketplace.
- Maintain the professional standards established of MMA when working with clients.
- Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
- All other duties as assigned.
Education and/or Experience
- Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
- Obtain or maintain a valid, unrestricted Series 65 securities license through the FINRA and meet the continuing education requirements.
- Excellent communication skills, both verbal and written with the ability to do oral presentations.
- Above average analyzing, problem solving and planning techniques are essential.
- Strong math skills are required.
- Must be dependable and a good team player.
- Must be detail-oriented and have the ability to multi-task.
- Ability to maintain confidentiality with client information.
- Ability to exercise independent judgment and initiative within established guidelines.
- Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
- A valid California Drivers License & a dependable transportation required.
The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
See All 16 Mid Level Retirement Plan Administration Jobs
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Top Industries Hiring
- Consulting & Professional Services
- Insurance
- Accounting & Auditing
- Investment & Asset Management
Mid Level Retirement Plan Administration Jobs: Frequently Asked Questions
How do I get a mid level retirement plan administration job?
Position yourself around ownership, not just task completion. Highlight experience managing plan documents, handling IRS or DOL corrections, or serving as the primary contact for plan sponsors. Specific platform experience with recordkeeping systems and a demonstrated ability to catch compliance issues independently will differentiate your application from candidates who only supported a senior administrator.
Which companies hire mid level retirement plan administrations?
Companies hiring mid level retirement plan administrations right now include USI Insurance Services, CBIZ, and Alvarez & Marsal, based on current listings on Migrate Mate as of November 2026. At this experience level, hiring tends to come from third-party administrators, financial services firms, and large employers managing defined contribution or defined benefit plans in-house.
Are there remote mid level retirement plan administration jobs?
Yes, though availability varies by employer and role type. About 27% of mid level retirement plan administration openings are remote or hybrid as of November 2026, reflecting the document-heavy, system-driven nature of the work. Roles tied to client-facing responsibilities or regulated plan audits are more likely to require at least some on-site presence.
How do I move up to a mid level retirement plan administration role?
Moving into mid level requires building a record of independent work on plan testing, contribution calculations, or compliance filings rather than simply assisting on them. Professionals who pursue credentials like the QKA or CEBS, demonstrate proficiency in recordkeeping platforms, and take ownership of error corrections or client communications are consistently the ones who advance from support roles into mid level positions.
Which industries hire the most mid level retirement plan administrations?
Mid Level retirement plan administration roles concentrate in Consulting & Professional Services, Insurance, and Accounting & Auditing, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring because they maintain large employee populations with active 401(k), 403(b), or pension obligations that require experienced administrators to manage ongoing compliance and participant services.