Mid Level Retirement Plan Consultant Jobs
Mid level retirement plan consultant jobs go to professionals ready to own client engagements end to end, guide junior staff, and deliver compliant plan recommendations with limited oversight. Hiring runs across Insurance, Accounting & Auditing, and Consulting & Professional Services, with 30% of openings remote or hybrid, and employers like USI Insurance Services, CBIZ, and Moneta competing for consultants at this level now.
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Showing 5 of 11+ Mid Level Retirement Plan Consultant jobs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, retirement plan administration, and compliance experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
Essential Functions and Primary Duties
- Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepares Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Provide value-add solutions to increase operational efficiencies
- Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
- Resolve complex situations or requests
- Attend client meetings and prepare materials for meetings
- Achieve service goals established by department Additional responsibilities as assigned
-
Preferred Qualifications
- Bachelor's degree
- Familiarity with FT William software used for 5500 and compliance
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, retirement plan administration, and compliance experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
Essential Functions and Primary Duties
- Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepares Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Provide value-add solutions to increase operational efficiencies
- Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
- Resolve complex situations or requests
- Attend client meetings and prepare materials for meetings
- Achieve service goals established by department Additional responsibilities as assigned
-
Preferred Qualifications
- Bachelor's degree
- Familiarity with FT William software used for 5500 and compliance
See All 11 Mid Level Retirement Plan Consultant Jobs
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Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
Mid Level Retirement Plan Consultant Jobs: Frequently Asked Questions
How do I get a mid level retirement plan consultant job?
Highlight your direct experience managing plan compliance, client relationships, or vendor oversight rather than listing tasks. Employers at this level want to see ownership: documents you authored, issues you resolved independently, and clients you managed solo. Tailor your resume to reflect the plan types you know best, whether defined contribution, defined benefit, or both, and lead with measurable outcomes wherever you can.
Which companies hire mid level retirement plan consultants?
Companies hiring mid level retirement plan consultants right now include USI Insurance Services, CBIZ, and Moneta, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a mix of third-party administrators, financial services firms, insurance carriers, and regional advisory practices that need consultants who can run plans with limited senior oversight.
Are there remote mid level retirement plan consultant jobs?
Yes, and the share is meaningful. About 30% of mid level retirement plan consultant openings are remote or hybrid as of November 2026, reflecting how much of the work, plan review, compliance testing, and client communication, can be done without a daily office presence. Fully on-site roles tend to cluster at firms with high-touch client service models.
How do I move up to a mid level retirement plan consultant role?
The move from entry level to mid level is built on progressive ownership. Start by taking full responsibility for a specific plan type or compliance function rather than supporting someone else on it. Develop fluency in testing cycles, correction procedures, or client reporting, and document outcomes you drove. Employers promoting or hiring into mid level roles look for evidence of independent judgment, not just task completion.
Which industries hire the most mid level retirement plan consultants?
Mid Level retirement plan consultant roles concentrate in Insurance, Accounting & Auditing, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large employee populations with complex plan structures that require consultants who can handle compliance, reporting, and client service without constant senior guidance.