Mid Level Retirement Plan Specialist Jobs
Mid level retirement plan specialist jobs go to professionals ready to own plan compliance reviews end to end, guide junior staff, and make technical decisions on ERISA and IRS requirements with limited oversight. Roles run across Insurance, Accounting & Auditing, and Consulting & Professional Services, with a mix of on-site, remote, and hybrid settings, and employers like CBIZ, USI Insurance Services, and Moneta hiring at this level now.
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MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Summary
This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Essential Responsibilities
- Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures
- Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers
- Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
- Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
- Works directly with third-party Custodians and Advisors to meet critical project and industry deadlines
- Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses
- Regularly communicates with clients, plan participants, TPAs, and recordkeepers
- Answers participant calls and coordinates additional assistance with advisors as needed
- Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reports
- Coordinates scheduling of client reviews, employee education, and internal team meetings
- Organizes and assists in executing action items following client reviews with the Advisors
- Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems
- Assists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
- Assists Advisor with new client onboarding processes, documentation, and meetings
Qualifications
- Bachelor’s Degree preferred with an emphasis in Accounting, Business or Finance field
- Minimum of five years of relevant work experience
- Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
- Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)
- Must be authorized to work in the United States
- Ability to come into the office on a regular weekly basis (this position is not remote)
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- This is a full-time, exempt, salary position reporting to the Senior Retirement Plan Advisor
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Summary
This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Essential Responsibilities
- Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures
- Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers
- Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
- Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
- Works directly with third-party Custodians and Advisors to meet critical project and industry deadlines
- Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses
- Regularly communicates with clients, plan participants, TPAs, and recordkeepers
- Answers participant calls and coordinates additional assistance with advisors as needed
- Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reports
- Coordinates scheduling of client reviews, employee education, and internal team meetings
- Organizes and assists in executing action items following client reviews with the Advisors
- Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems
- Assists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
- Assists Advisor with new client onboarding processes, documentation, and meetings
Qualifications
- Bachelor’s Degree preferred with an emphasis in Accounting, Business or Finance field
- Minimum of five years of relevant work experience
- Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
- Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)
- Must be authorized to work in the United States
- Ability to come into the office on a regular weekly basis (this position is not remote)
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- This is a full-time, exempt, salary position reporting to the Senior Retirement Plan Advisor
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
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Mid Level Retirement Plan Specialist Jobs: Frequently Asked Questions
How do I get a mid level retirement plan specialist job?
Position your experience around ownership, not just task completion. Highlight specific plans you administered, compliance issues you resolved independently, and any cross-functional work with recordkeepers, auditors, or plan committees. Tailor your resume to show depth in 401(k), 403(b), or defined benefit administration. Employers at this level want candidates who can handle complex participant questions and catch compliance gaps without being told where to look.
Which companies hire mid level retirement plan specialists?
Companies hiring mid level retirement plan specialists right now include CBIZ, USI Insurance Services, and Moneta, based on current listings on Migrate Mate as of August 2026. Hiring at this level covers large financial services firms, third-party administrators, insurance carriers, and corporate benefits teams at mid-size to large employers managing retirement programs in-house.
Are there remote mid level retirement plan specialist jobs?
Yes, though availability varies by employer and role type. About 25% of mid level retirement plan specialist openings are remote or hybrid as of August 2026, with fully remote roles more common at third-party administrators and recordkeeping firms than at corporate benefits departments that prefer on-site collaboration for plan committee and HR coordination work.
How do I move up to a mid level retirement plan specialist role?
The path from entry level to mid level is built by taking on progressively complex work, such as managing annual testing cycles, resolving IRS or DOL correction filings, and supporting plan audits rather than just gathering documents. Earning credentials like the QKA or ASPPA certifications signals technical depth. Demonstrating that you can own a project outcome, not just complete assigned tasks, is what employers look for when promoting or hiring at this level.
Which industries hire the most mid level retirement plan specialists?
Mid Level retirement plan specialist roles concentrate in Insurance, Accounting & Auditing, and Consulting & Professional Services, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring because they either administer retirement plans as a core service for clients or manage large, complex employee benefit programs internally that require experienced specialists to maintain compliance and handle participant issues at scale.