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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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
What you will do
Develop and facilitate communication and education strategies by conducting virtual and on-site group meeting (no one-on-ones) by using various technologies in a professional manner
Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
Manage meeting schedule, including travel booking
Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
Attend client meetings with other service team members
May be asked to participate in finals presentations for new prospects based on the demands of the territory
What you will bring
Bachelor's degree and or equivalent experience considered in lieu of a degree
2 – 4 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Strong relationship building and territory management skills
FINRA Series 6 and Series 63 registrations within established timelines required
FINRA fingerprinting required
What will set you apart
Working knowledge of Salesforce preferred
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Strategic thinker who can work independently
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred
Bilingual Spanish preferred, but not required
#PJRPA
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $84,300.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
10-03-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
Save
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
What you will do
Develop and facilitate communication and education strategies by conducting virtual and on-site group meeting (no one-on-ones) by using various technologies in a professional manner
Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
Manage meeting schedule, including travel booking
Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
Attend client meetings with other service team members
May be asked to participate in finals presentations for new prospects based on the demands of the territory
What you will bring
Bachelor's degree and or equivalent experience considered in lieu of a degree
2 – 4 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Strong relationship building and territory management skills
FINRA Series 6 and Series 63 registrations within established timelines required
FINRA fingerprinting required
What will set you apart
Working knowledge of Salesforce preferred
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Strategic thinker who can work independently
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred
Bilingual Spanish preferred, but not required
#PJRPA
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $84,300.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
10-03-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
Retirement Plan Consultant Jobs by Experience Level
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Find JobsRetirement Plan Consultant Job Market
Who's Hiring
- Guidant Financial57
- Corebridge18
- CBIZ12
- Mutual of America Financial9
- USI Insurance Services6
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
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 Arizona, Utah, and Louisiana, based on current listings on Migrate Mate as of September 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 90% of retirement plan consultant openings are fully remote or hybrid as of September 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 161+ Retirement Plan Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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