Retirement Plan Consultant Jobs
Retirement Plan Consultant jobs are open across financial services, insurance, benefits administration, and corporate HR, from entry-level analyst roles to senior consultant and director positions, with specializations in 401(k) plan design, ERISA compliance, and defined benefit plans. Find a role that fits from the openings below and apply directly.
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Showing 5 of 150+ Retirement Plan Consultant jobs
Position Summary
The Retirement Plan Services Internal Sales Consultant is responsible for supporting sales growth and servicing existing relationships within the Retirement Plan Services Team.Duties & Responsibilities
Partner with the sales team to receive and respond to proposal requests from prospective clients. Includes participating in discovery calls with prospects.
Research and examine information for prospective and current retirement plan clients and conduct comprehensive analyses, comparisons and benchmarking of fees, services and investments.
Achieve a strong understanding of competitors and possess the ability to effectively position our solutions.
Prepare and tailor proposal presentations for sales team based on final analysis.
Respond to technical product and competitive positioning questions.
Schedule and prepare comprehensive review materials for existing clients. Requires internal coordination as well as follow up with external vendors.
Serve as support to existing relationships on a proactive and reactive basis
Assist with onboarding of new retirement plan business, including compliance items and external vendor management.
Maintain knowledge of industry trends, legislation, rules and regulations and possess the ability to effectively communicate them to current and prospective clients.
Work with other team members to identify and suggest areas of improvement to policies and processes as well as service level
Education & Experience
Knowledge of:
Robust oral and written communication skills
Strong analytical skills necessary to process and interpret multiple data points and present findings in writing
Retirement plan industry trends, regulations and rules
Ability to:
Multi-task and work independently
Work in an efficient manner with minimal errors; detail oriented
Perform duties and make decisions under frequent time pressures
Prioritize changing tasks effectively
Education and Training:
Requires Bachelor’s degree.
5 or more years retirement plan service experience is preferred.
Working knowledge of retirement plan laws and regulations is preferred.
On-going industry training and continuing education
Retirement plan industry credentials and/or designations.
Requires detailed knowledge of Microsoft Office and Adobe Suite.
Experience with various virtual meeting platforms.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $56,000-$65,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Position Summary
The Retirement Plan Services Internal Sales Consultant is responsible for supporting sales growth and servicing existing relationships within the Retirement Plan Services Team.Duties & Responsibilities
Partner with the sales team to receive and respond to proposal requests from prospective clients. Includes participating in discovery calls with prospects.
Research and examine information for prospective and current retirement plan clients and conduct comprehensive analyses, comparisons and benchmarking of fees, services and investments.
Achieve a strong understanding of competitors and possess the ability to effectively position our solutions.
Prepare and tailor proposal presentations for sales team based on final analysis.
Respond to technical product and competitive positioning questions.
Schedule and prepare comprehensive review materials for existing clients. Requires internal coordination as well as follow up with external vendors.
Serve as support to existing relationships on a proactive and reactive basis
Assist with onboarding of new retirement plan business, including compliance items and external vendor management.
Maintain knowledge of industry trends, legislation, rules and regulations and possess the ability to effectively communicate them to current and prospective clients.
Work with other team members to identify and suggest areas of improvement to policies and processes as well as service level
Education & Experience
Knowledge of:
Robust oral and written communication skills
Strong analytical skills necessary to process and interpret multiple data points and present findings in writing
Retirement plan industry trends, regulations and rules
Ability to:
Multi-task and work independently
Work in an efficient manner with minimal errors; detail oriented
Perform duties and make decisions under frequent time pressures
Prioritize changing tasks effectively
Education and Training:
Requires Bachelor’s degree.
5 or more years retirement plan service experience is preferred.
Working knowledge of retirement plan laws and regulations is preferred.
On-going industry training and continuing education
Retirement plan industry credentials and/or designations.
Requires detailed knowledge of Microsoft Office and Adobe Suite.
Experience with various virtual meeting platforms.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $56,000-$65,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Retirement Plan Consultant Jobs by Experience Level
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Find JobsRetirement Plan Consultant Job Market
Who's Hiring
- Guidant Financial36
- Corebridge23
- CBIZ12
- OneDigital9
- USI Insurance Services5
Top Industries Hiring
- Insurance14
- Accounting & Auditing11
- Banking & Financial Services10
- Consulting & Professional Services8
- Investment & Asset Management1
What Employers Look For
The qualifications that appear most often in 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 Retirement Plan Consultant Job Search
Tailor your resume to plan types
Hiring managers scan for experience with specific plan types like 401(k), 403(b), or defined benefit. Name the plan structures you've worked on, the participant counts you've served, and the recordkeeping platforms you've used, such as Fidelity, Voya, or Empower.
Earn certifications before you apply
The QKA, QPA, and ERPA credentials from ASPPA and NIPA signal compliance depth that a bachelor's degree alone doesn't show. Completing even one before applying puts you ahead of candidates who list only work history and generic financial planning experience.
Apply early to roles that fit
Migrate Mate lists retirement plan consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by recordkeeping platform
Many postings require hands-on experience with a specific recordkeeping system. Search for openings that name the platform your background matches, whether that's Empower, Principal, TIAA, or another provider, so you clear the initial screening faster.
Prepare a compliance scenario answer
Interviewers routinely ask how you'd handle a plan correction under the IRS Employee Plans Compliance Resolution System. Walk through a specific corrective action you've executed or studied, naming the error type and the resolution path you'd take.
Negotiate using your book of business
If you're moving from a consulting or advisory firm, quantify the plan assets or participant counts you managed. That number anchors a compensation conversation more effectively than title or years of experience alone.
Retirement Plan Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most retirement plan consultants?
The companies hiring the most retirement plan consultants right now include Guidant Financial, Corebridge, and CBIZ, with the largest share of openings in Florida, Texas, and California, based on current listings on Migrate Mate as of August 2026. Demand is concentrated at recordkeeping firms, third-party administrators, and large insurance carriers managing group retirement benefits.
How many retirement plan consultant jobs are remote?
About 75% of retirement plan consultant openings are fully remote or hybrid as of August 2026, reflecting the document-heavy, platform-driven nature of plan administration. Roles focused on compliance testing, plan document preparation, and participant reporting tend to offer the most location flexibility, while client-facing relationship management roles more often require in-person availability.
How do you become a retirement plan consultant?
Start by building foundational knowledge of qualified plan rules through coursework or self-study in ERISA and IRC regulations. Entry-level roles at third-party administrators or recordkeeping firms provide hands-on plan administration experience. From there, earning a credential like the QKA or QPA validates your technical depth and opens doors to senior consulting and client-facing positions.
Can you get hired as a retirement plan consultant without direct experience?
Yes, some employers hire candidates with adjacent backgrounds in financial services, accounting, or employee benefits administration into junior plan administrator or analyst roles. Passing an ASPPA or NIPA examination before applying signals commitment to the field and compensates for limited direct experience. Roles at smaller third-party administrators are often the most accessible entry points.
What does the retirement plan consultant interview process look like?
Most employers run a phone screen focused on your plan administration background and familiarity with relevant regulations, followed by one or two rounds with a hiring manager and a technical interviewer. Expect scenario-based questions on plan corrections, discrimination testing, or client escalations. Some firms add a written compliance exercise or ask you to walk through a sample plan document review.
Where can I find and apply to retirement plan consultant jobs?
You can find and apply to retirement plan consultant jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your plan type experience and credential level, then apply directly to each opening that fits.
See All 150+ Retirement Plan Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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