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 38+ Retirement Plan Consultant jobs
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
Job Description
Retirement Plan Consultant
Full-Time, Springfield, Boston
The Opportunity
We are seeking a Retirement Plan Consultant to join our team. Where your ability to be agile, personal accountability and comfort in a mostly autonomous role will be key to your success. You’ll be the face of Workplace Retirement Solutions, cultivating personal relationships, collaborating with and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help identify, create and implement the products, services and capabilities required for our General Agents and Advisors to succeed in the group retirement plan market.
The Team
MMLIS Workplace Retirement Solutions (WRS) is a dedicated team of Retirement Plan Consultants who provide MassMutual Financial Professionals customized sales strategies to effectively win new business and implement a superior service model to retain valued retirement plan clients. Each member of the team is highly skilled at working in an autonomous environment. Team members are selfless with their time and routinely rely on each other for guidance, backup and support.
The Impact:
As a Retirement Plan Consultant, your responsibilities will include, but not be limited to the following:
- Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems.
- Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries.
- Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews.
- Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth.
- Possess a strong knowledge of retirement plan recordkeeping products and services.
- Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.
The Minimum Qualifications
- 5+ years of retirement plan experience
- 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design
- 2+ years of experience with Defined Benefit Plans
- 2+ years of experience with Cash Balance Plans
- 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies)
- FINRA series 6 and series 63 license at time of application
- 3+ years of experience with Microsoft Office Suite, particularly PowerPoint
- Bachelor’s degree or HS Diploma with 8+ years of retirement plan experience
The Ideal Qualifications
- Experience with Employee Stock Ownership Plans
- Strong communication and presentation skills
- Strong problem-solving skills
- Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced environment.
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
LI-RS1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $104,900-$137,700
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below.
Paid Time Off
In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.
Health & Well-Being
In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.
Financial Well-Being
In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.
Taking Care
MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.
Giving Back
MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.
Commuter Benefits
MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
Job Description
Retirement Plan Consultant
Full-Time, Springfield, Boston
The Opportunity
We are seeking a Retirement Plan Consultant to join our team. Where your ability to be agile, personal accountability and comfort in a mostly autonomous role will be key to your success. You’ll be the face of Workplace Retirement Solutions, cultivating personal relationships, collaborating with and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help identify, create and implement the products, services and capabilities required for our General Agents and Advisors to succeed in the group retirement plan market.
The Team
MMLIS Workplace Retirement Solutions (WRS) is a dedicated team of Retirement Plan Consultants who provide MassMutual Financial Professionals customized sales strategies to effectively win new business and implement a superior service model to retain valued retirement plan clients. Each member of the team is highly skilled at working in an autonomous environment. Team members are selfless with their time and routinely rely on each other for guidance, backup and support.
The Impact:
As a Retirement Plan Consultant, your responsibilities will include, but not be limited to the following:
- Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems.
- Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries.
- Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews.
- Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth.
- Possess a strong knowledge of retirement plan recordkeeping products and services.
- Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.
The Minimum Qualifications
- 5+ years of retirement plan experience
- 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design
- 2+ years of experience with Defined Benefit Plans
- 2+ years of experience with Cash Balance Plans
- 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies)
- FINRA series 6 and series 63 license at time of application
- 3+ years of experience with Microsoft Office Suite, particularly PowerPoint
- Bachelor’s degree or HS Diploma with 8+ years of retirement plan experience
The Ideal Qualifications
- Experience with Employee Stock Ownership Plans
- Strong communication and presentation skills
- Strong problem-solving skills
- Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced environment.
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
LI-RS1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $104,900-$137,700
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below.
Paid Time Off
In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.
Health & Well-Being
In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.
Financial Well-Being
In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.
Taking Care
MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.
Giving Back
MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.
Commuter Benefits
MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.
See All 38+ Retirement Plan Consultant Jobs
Jump back to the full list of openings and apply to any retirement plan consultant role that fits.
Find JobsRetirement Plan Consultant Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- CBIZ9
- Alvarez & Marsal8
- American General Life Insurance6
- USI Insurance Services6
- Digital Insurance LLC (Dba Onedigital)3
Top Industries Hiring
- Accounting & Auditing18
- Insurance17
- Consulting & Professional Services15
- Investment & Asset Management11
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 CBIZ, Alvarez & Marsal, and American General Life Insurance, with the largest share of openings in New York, Maryland, and Virginia, based on current listings on Migrate Mate as of June 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 18% of retirement plan consultant openings are fully remote or hybrid as of June 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 38+ Retirement Plan Consultant Jobs
Jump back to the full list of openings and apply to any retirement plan consultant role that fits.
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