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 USI Insurance Services, CBIZ, and Moneta hiring at this level now.
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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 Specialist Jobs
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Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
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 USI Insurance Services, CBIZ, and Moneta, based on current listings on Migrate Mate as of November 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 30% of mid level retirement plan specialist openings are remote or hybrid as of November 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 November 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.