Retirement Plan Specialist Jobs
Retirement Plan Specialist jobs are open across financial services, insurance, banking, and third-party administration firms, at every level from entry-level analyst to senior specialist and team lead, with specializations in defined contribution plans, compliance administration, and participant services. Find a role that fits from the openings below and apply directly.
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INTRODUCTION
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
ROLE SUMMARY
Associated Bank is seeking a Retirement Plan Specialist to support retirement plan clients, participants, and internal partners with day-to-day account administration and service needs. In this role, you’ll help ensure retirement plans are administered accurately, compliantly, and with a high level of customer care. This is a great opportunity for someone looking to grow a career in retirement services and trust administration.
Please Note: This position can also be hired as a Retirement Plan Specialist or Senior Retirement Plan Specialist. We will assess applicants based on their skills and years of relevant experience.
KEY ACCOUNTABILITIES
- Support retirement plan administration by reviewing plan documents, transactions, and account maintenance activities
- Partner with Relationship Managers and Senior Specialists to ensure compliance with policies and regulatory requirements
- Respond to client, participant, and internal inquiries with timely and accurate solutions
- Coordinate open enrollment activities and verify enrollment materials for accuracy
- Review distribution, loan, and hardship withdrawal documentation for completeness and compliance
- Communicate with clients, auditors, and internal teams regarding reporting, compliance testing, and plan administration matters
- Maintain detailed account records while adhering to trust and regulatory guidelines
- Identify opportunities to improve operational processes and client service experiences
EDUCATION & EXPERIENCE
Required
- Associate’s degree or equivalent combination of education and experience
- Less than 2 years of experience in business or financial services
- Strong customer service, communication, and organizational skills
- Ability to manage multiple priorities with strong attention to detail
Preferred
- Experience in retirement plan services, trust administration, or financial services
- Familiarity with ERISA, IRS regulations, or retirement plan operations
- Experience supporting client relationships in a service-focused environment
WHY YOU’LL LOVE WORKING HERE
At Associated Bank, you’ll work alongside collaborative professionals who are committed to client service, growth, and continuous learning. We offer opportunities to expand your expertise in retirement and trust services while building meaningful relationships with clients and teammates.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
COMPLIANCE STATEMENT
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
COMPENSATION
- Salary Range: $17.57 - $30.12 per hour
INTRODUCTION
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
ROLE SUMMARY
Associated Bank is seeking a Retirement Plan Specialist to support retirement plan clients, participants, and internal partners with day-to-day account administration and service needs. In this role, you’ll help ensure retirement plans are administered accurately, compliantly, and with a high level of customer care. This is a great opportunity for someone looking to grow a career in retirement services and trust administration.
Please Note: This position can also be hired as a Retirement Plan Specialist or Senior Retirement Plan Specialist. We will assess applicants based on their skills and years of relevant experience.
KEY ACCOUNTABILITIES
- Support retirement plan administration by reviewing plan documents, transactions, and account maintenance activities
- Partner with Relationship Managers and Senior Specialists to ensure compliance with policies and regulatory requirements
- Respond to client, participant, and internal inquiries with timely and accurate solutions
- Coordinate open enrollment activities and verify enrollment materials for accuracy
- Review distribution, loan, and hardship withdrawal documentation for completeness and compliance
- Communicate with clients, auditors, and internal teams regarding reporting, compliance testing, and plan administration matters
- Maintain detailed account records while adhering to trust and regulatory guidelines
- Identify opportunities to improve operational processes and client service experiences
EDUCATION & EXPERIENCE
Required
- Associate’s degree or equivalent combination of education and experience
- Less than 2 years of experience in business or financial services
- Strong customer service, communication, and organizational skills
- Ability to manage multiple priorities with strong attention to detail
Preferred
- Experience in retirement plan services, trust administration, or financial services
- Familiarity with ERISA, IRS regulations, or retirement plan operations
- Experience supporting client relationships in a service-focused environment
WHY YOU’LL LOVE WORKING HERE
At Associated Bank, you’ll work alongside collaborative professionals who are committed to client service, growth, and continuous learning. We offer opportunities to expand your expertise in retirement and trust services while building meaningful relationships with clients and teammates.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
COMPLIANCE STATEMENT
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
COMPENSATION
- Salary Range: $17.57 - $30.12 per hour
See All Retirement Plan Specialist Jobs
Jump back to the full list of openings and apply to any retirement plan specialist role that fits.
Find JobsRetirement Plan Specialist Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Alliant Insurance Services3
- Associated Banc-Corp2
- Voya Investment Management2
- Associated Bank1
- Paylocity1
Top Industries Hiring
- Insurance6
- Banking & Financial Services3
- Accounting & Auditing1
What Employers Look For
The qualifications that appear most often in retirement plan specialist jobs.
- Experience administering 401(k), 403(b), or defined benefit retirement plans
- Knowledge of ERISA regulations, IRS rules, and DOL reporting requirements
- Proficiency with recordkeeping or administration software such as Relius or Pension Pro
- Associate or bachelor's degree in finance, business, or a related field
- Experience preparing or reviewing Form 5500 filings and nondiscrimination testing
- ASPPA, QKA, or equivalent retirement plan certification preferred or required
Tips for Your Retirement Plan Specialist Job Search
Quantify your plan administration experience
List the number of plans you've administered, the plan types you've worked with, and any participant-facing responsibilities you've handled. Retirement plan specialist resumes that include specific plan details stand out against vague descriptions of general financial experience.
Highlight your ERISA and compliance knowledge
Employers screen hard for familiarity with ERISA regulations, IRS nondiscrimination testing, and DOL reporting requirements. Call out any specific compliance tasks you've owned, such as Form 5500 preparation or annual plan testing, directly in your resume summary and bullet points.
Apply early to roles that fit
Migrate Mate lists retirement plan specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by recordkeeping platform
Many job postings specify platforms like Relius, Pension Pro, or Omni. Tailor your application to name the exact systems you've used, and research which platform a firm runs before your interview so you can speak to your relevant hands-on experience.
Prepare for a plan scenario question
Interviewers commonly walk you through a plan error or a participant hardship withdrawal situation and ask how you'd handle it. Practice explaining your compliance reasoning out loud, not just the procedural steps, so your answer demonstrates judgment alongside technical knowledge.
Negotiate using your certification timeline
If you're close to earning a QKA, QPA, or ASPPA credential, name your expected completion date during offer negotiations. Employers often have room to increase starting salary or accelerate a review when a credential is imminent rather than years away.
Retirement Plan Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most retirement plan specialists?
The companies hiring the most retirement plan specialists right now include Alliant Insurance Services, Associated Banc-Corp, and Voya Investment Management, with the largest share of openings in Wisconsin, California, and New Mexico, based on current listings on Migrate Mate as of June 2026. Third-party administrators and large recordkeepers tend to post the highest volume of openings consistently.
How many retirement plan specialist jobs are remote?
About 30% of retirement plan specialist openings are fully remote or hybrid as of June 2026, making it one of the more flexible roles in financial services. Participant services, compliance administration, and plan testing work tend to be most commonly offered on a remote or hybrid basis, while roles involving direct client relationship management are more likely to require in-office presence.
How do you become a retirement plan specialist?
Start by earning a degree in finance, business, or accounting, then apply for entry-level roles at a third-party administrator, recordkeeper, or insurance firm that handles retirement plans. Once you're working in the field, pursue an industry credential such as the QKA or QPA through ASPPA to build your compliance knowledge and improve your hiring prospects for senior roles.
Can you get hired as a retirement plan specialist without direct experience?
Yes, entry-level retirement plan specialist roles exist at third-party administrators and recordkeepers that train candidates with a finance or business degree and no prior plan administration background. Emphasize any coursework or exposure to tax-advantaged accounts, payroll systems, or financial regulations on your resume, and target firms with structured onboarding programs for new specialists.
What does the retirement plan specialist interview process look like?
Most employers use a phone screen focused on your background with specific plan types, followed by one or two interviews that include scenario-based questions about compliance errors, participant requests, or testing failures. Some firms add a short written exercise or ask you to walk through how you'd handle a plan correction. Technical knowledge of ERISA rules and recordkeeping platforms typically comes up in every stage.
Where can I find and apply to retirement plan specialist jobs?
You can find and apply to retirement plan specialist jobs on Migrate Mate, which lists current openings from across the United States. Find the roles that match your experience and specialization, then apply directly to each listing from the same place.
See All Retirement Plan Specialist Jobs
Jump back to the full list of openings and apply to any retirement plan specialist role that fits.
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