Retirement Plan Jobs in Tucson, AZ

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Looking for Retirement Plan jobs in Tucson, AZ? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Tucson, AZ area.

Planning Associate

Company: Larson Design Group

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 09, 2024

Larson Design Group is an award-winning architecture, engineering, and consulting firm that values employee ownership and provides a positive work environment. The company is expanding its team, opening new offices, and adding new services to better serve clients nationwide.

Special Proced Tech II Rad Unit

Company: Steward Health Care

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 09, 2024

Mountain Vista Medical Center is a state-of-the-art hospital in Mesa, Arizona, offering comprehensive health care services. The Imaging Technologist position involves performing imaging procedures, ensuring patient safety, and maintaining high-quality exam results. The role also includes customer service, charge entry, and participation in CQI activities. Steward Health Care, the employer, is a physician-led, minority-owned health care system with a focus on wellness and proactive care. They offer competitive benefits, including health insurance, dental, vision, and tuition reimbursement.

Collateral Management Specialist

Company: Valon

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 09, 2024

Valon is a company dedicated to enhancing the homeownership experience through technology. They are seeking a Collateral Management Specialist with 1+ years of mortgage servicing experience. The role involves processing loan payoffs, managing deadlines for lien releases, and working with internal teams to improve processes. Valon offers competitive compensation, flexible hours, generous paid time off, comprehensive benefits, and opportunities for growth and development.

Power System Software Engineer

Company: Resource Innovations

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 08, 2024

Resource Innovations, a women-led energy transformation firm, is seeking a Power System Software Engineer in Chandler, Arizona. The engineer will participate in the development and technical support of software solutions for power grid optimization applications. The role involves understanding calculation logic, creating technical designs, developing applications, and providing technical support. The ideal candidate should have a Masters or PhD in Electrical Engineering with a power systems option, understanding of steady-state power system analysis, and proficiency in FORTRAN, C/C++, and Python. Resource Innovations offers competitive salaries, three weeks paid vacation, a 401(k) plan, and a comprehensive benefits package.

Receiving Lead

Company: The RealReal

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 09, 2024

<div> <p><em><span>The RealReal is the worlds largest online marketplace for authenticated resale luxury goods Through our work we are committed to contributing to a sustainable future both for fashion and for our employees Authenticity is a core component of our business we value it in our products and we celebrate it across our teams by encouraging every TRR employee to bring their REAL authentic selves to work each day Were hiring and wed love for you to join our dynamic team<span><em><p> <p> <p> <div> <p>Our Authentication Centers warehouses are where the magic happens <em>The Art amp Science of Real <em>comes to life within our facilities located in New Jersey and Arizona combining the knowledge of hundreds of luxury experts with cuttingedge proprietary technology As consigned goods travel into our facilities the team processes authenticates and photographs each item in preparation for listing to our website As a Receiving Lead you will help drive productivity by motivating team members to achieve performance metrics If you are a selfmotivated individual who thrives in a fastpaced productiondriven environment this could be the perfect match<p> <p><span><strong>What You Get To Do Every Day<strong><span><p> <ul><li>Help oversee up to 15 receiving associates while focusing on training productivity and quality metrics<li> <li>Conduct necessary research to help solve challenging consignments and provide feedback to the appropriate teams<li> <li>Work closely with Authentication Photography Leads on the inbound consignment process for VIP consignors and celebrity sales<li> <li>Assist with Client Services inquiries by providing consignment information to our Exceptions team<li> <li>Execute quality control efforts set by the company focusing on brand and condition standards<li> <li>Work closely with the Product Handling team to ensure all operating procedures are being properly followed<li> <li>Manage item inquiries from the field Sales team <li> <li>Contribute to a positive work environment focused on driving results and employee satisfaction <li> <li>Be heavily engaged with the team by using strong communication skills and creative ways to interact<li> <li>Coach to best practices in the moment and report to assistant manager any repeat non compliance<li> <li>Provide administrative support related to specific product channels<li> <li>Be consistently present on the receiving floor looking for areas of opportunity and motivating team to achieve productivity goals<li> <ul><p><span><strong>What You Bring To The Role<strong><span><p> <p><strong>Minimum Requirements<strong><p> <ul><li>Minimum 1 year of experience working in ecommerce warehouse or production setting achieving hourly quotas<li> <li>Strong leadership aptitude and a desire to grow into a management role <li> <li>Ability to work well independently but lead by example in a team environment<li> <li>Outstanding oral and verbal communication comfortability with cross functional communication<li> <li>Positive and encouraging demeanor with ability to motivate others<li> <li>Ability to read and understand KPIs and Looker reports<li> <li>Great time management skills and ability to prioritize daily tasks<li> <li>Strong attention to detail highly motivated and proactive <li> <li>Internal candidates must have positive KPIs and productivity metrics<li> <ul><p><strong>Preferred Requirements<strong><p> <ul><li>Proficiency with Mac OS Google Suite<li> <li>Leadership experience<li> <ul><p><strong><u>Compensation | Benefits | Perks<u><strong><p> <ul><li>Hourly base pay + incentive pay based on performance quota targets achieved<li> <li>Group Health Insurance Medical Vision Dental <li> <li>Employee Stock Purchase Plan <li> <li>401K with company matching up to $1K<li> <li>18 PTO days accrued with tenure and 9 paid company holidays <li> <li>$50 in monthly food credits to apply to snacks and meals that are available for purchase on site<li> <li>State of the art climatecontrolled warehouse facility<li> <ul><p><br ><p><p><em>The expected hourly rate for this role is $<span datasheetsroot=1 datasheetsvalue= datasheetsuserformat= datasheetsformula==ifnavlookupR0C1Copy of Open JobsC1C3026false>1900<span> $2200 To determine starting pay we carefully consider a variety of factors including primary work location and an evaluation of a candidates skills experience market demands and internal parity Additionally salary is just one component of TRRs total rewards package Depending on role employees may also be eligible for a bonus program incentive pay and benefits<em><p> <p>GH<span datasheetsroot=1 datasheetsvalue= datasheetsuserformat=>R8801<span> LITJ10 LIOnsite<p> <p> <br ><br ><p><div><br ><p><em>The RealReal is the worlds largest online marketplace for authenticated resale luxury goods with more than 30 million members With a rigorous authentication process overseen by experts The RealReal provides a safe and reliable platform for consumers to buy and sell their luxury items We have hundreds of inhouse gemologists horologists and brand authenticators who inspect thousands of items each day As a sustainable company we give new life to pieces by thousands of brands across numerous categoriesincluding womens and mens fashion fine jewelry and watches art and homein support of the circular economy We make selling effortless with free virtual appointments inhome pickup dropoff and direct shipping We do all of the work for consignors including authenticating using AI and machine learning to determine optimal pricing photographing and listing their items as well as handling shipping and customer service At our 13 retail locations including our twelve shoppable stores customers can sell meet with our experts and receive free valuations<br ><em><p> <p><em>The RealReal is committed to providing an equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity or expression or Veteran status We will consider qualified applicants for a position regardless of arrest or conviction records <span id=m3965654172154634256gmailm7373766891557057133gmailm4350168579089228684gmailm5334678994827694506gmailm4377765281088890921gmaildocsinternalguid92e3e8ce7fff3fece871501cf8506d8a>At TRR People Come First Thats why diversity and inclusion are vital to our priorities as an equal opportunity employer You can read about our Diversity Equity and Inclusion program here<span><br >Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The employee is regularly required to sit use hands to finger handle or feel and talk or hear The employee is occasionally required to stand walk reach with hands and arms climb or balance stoop kneel crouch or crawl and taste or smell The employee must occasionally lift andor move up to 10 pounds Specific vision abilities required by this job include close vision The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job <em><p> <div>

Mortgage Insurance Specialist

Company: Valon

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 08, 2024

<div> <p><strong>About the Company<strong><p> <p><span>Valons mission is to empower every homeowner We believe the journey of home ownership starts when you get your keys but lasts far beyond Were creating a world where home ownership comes with ease security and financial knowhow Our growing team of engineers operators product enthusiasts and experienced servicing professionals are leveraging technology to fundamentally improve the homeownership experience Through mortgage servicingthe process of paying off ones mortgageValon is taking the first step in transforming the industry one homeowner and lender at a time<span><p> <div> <p><span><strong>Loan Administration at Valon<strong><span><p> <p><span>The Loan Administration team at Valon powers our operations and ensures we continue to run smoothly We onboard loans handle insurance process payments and offer a firstclass experience to Valons homeowners from behind the scenes <span><p> <p><strong>About the Role<strong><p> <p>The Mortgage Insurance Specialist will be responsible for paying off mortgage insurance premiums for our escrowed accounts in a timely and accurate manner This person will also review and process borrowerrequested mortgage insurance termination requests and scheduled autoterminations<p> <p><strong>Responsibilities<strong><p> <ul><li>Update mortgage insurance streams to ensure accurate records are maintained<li> <li>Process monthly MI carrier disbursements on or before the duepenalty date<li> <li>Identify and resolve mortgage insurance exceptions<li> <li>Process all borrowerrequested MI termination requests timely to ensure cancellation requirements are met<li> <li>Order evaluation BPOs when necessary<li> <li>Process MI autoterminations in a timely manner<li> <li>Process MI refunds within compliance timelines<li> <li>Research and resolve mortgage insurance issues<li> <li>Ensure compliance with all GSE investor and regulatory requirements<li> <li>Update and annotate all actionsfollowups processed on loans in all appropriate systems<li> <ul><p><strong>Ideal Background <strong><p> <ul><li>2+ years of mortgage servicing mortgage insurance or escrow experience<li> <li>Previous experience with Google Suite<li> <li>Previous experience with mortgage servicing software or other financial technology tools<li> <li>Excellent oral and written communication skills<li> <li>Strong analytical skills to identify data discrepancies and complete root cause analyses<li> <li>Strong organizational and problemsolving abilities<li> <li>Strong attention to detail<li> <ul><p><strong>Minimum Qualifications<strong><p> <ul><li>1+ years of mortgage servicing mortgage insurance or escrow experience<li> <li>Previous experience with managing documents and recordkeeping<li> <li>Previous customer service experience in financial services<li> <li>High school diploma or equivalent<li> <ul><p><strong>Benefits<strong> <p> <ul><li>Compensation Competitive salary and a 401k planwith a 4 annual match<li> <li>Hours No weekends or late nights required<li> <li>Generous amount of paid time off 17 days of paid time off 5 additional paid sick days and 11 paid company holidays<li> <li>Health amp wellbeing Well invest in your physical and mental wellbeing with comprehensive lowcost medical dental amp vision benefits and an EAP for additional support<li> <li>Food amp meals Inoffice snacks and drinks and Bagel Fridays<li> <li>Grow together We set new employees up for success with our companywide New Hire Orientation Other learning and development opportunities include quarterly possibilities for promotion and annual performance reviews<li> <li>Baby bonding time Birthing and nonbirthing parents receive 12 weeks of FULLY PAID time off to focus on their new additions<li> <ul><div> <p><em>Throughout the interview process please remember that emails will only be from <em><em>valoncom<em><em> emails We wont ever be asking for any personally identifiable information during the interview process itself Please reach out to talentvaloncom if you have any requests to verify the authenticity of an outreach<em><p> <p> <p> <p><em>Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace We prohibit discrimination and harassment of any kind based on race color sex religion sexual orientation national origin disability genetic information pregnancy or any other protected characteristic as outlined by federal state or local laws Valon makes hiring decisions based solely on qualifications merit and business needs at the time<em><p> <div>

Automation Engineer

Company: Verra Mobility

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 07, 2024

<p><strong> Who we are<strong> <p> <p>Verra Mobility is a global leader in smart mobility We develop technologyenabled solutions that help the world move safely and easily We are fostering the development of safe cities working with police departments and municipalities to install over 4000 redlight speed and school bus stop arm safety cameras across North America We are also creating smart roadways serving the worlds largest commercial fleets and rental car companies to manage tolling transactions and violations for over 85 million vehicles And we are a leading provider of connected systems processing nearly 165 million transactions each year across 50+ individual tolling authorities <p> <p><strong> Culture <strong> <p> <p>Verra Mobility Corporation is a rapidlygrowing entrepreneurial company that operates with a peoplefirst philosophy and approach The company lives by its core valuesDo Whats Right Lead with Grace Win Together and Own Itin everything it does for its customers and team members The company seeks to grow aggressively both organically and through acquisition to continue to be the undisputed market leader with these five core competencies bias for action customer focus teamwork drive for results and commitment to excellence <p> <p><strong>Position Overview<strong> <p> <p>Verra Mobility is seeking a local <strong>QA Analyst<strong> candidate to contribute to the development and quality of our future and existing technology products This position will participate in testing webbased applications along with Microservices and AIML while working with other testing teammembers sharing knowledge and experience to help enhance QA competency To be successful in this role you must display robust interpersonal skills have a high aptitude for technical learning Be approachable and willing to engage quickly multitask efficiently demonstrate discipline and initiative to consistently solve complex problems in a fluid fastpaced environment while maintaining a high level of composure transparency and professionalism during daily interaction with peers customers management and external partners <p> <p><strong>Essential Responsibilities<strong> <p> <ul><li>Requirement Analysis and designing detailed test cases and procedures from requirement specifications<li> <li>Test new web applications and repeatable testing for existing products<li> <li>Cope up with both manual and automation testing in the sprint for stories assigned<li> <li>Work with offshore teams based on need basis<li> <li>Ensure all product releases meet or exceed defined quality goals<li> <li>Iterative Development and Release Management process experience in an Agile Scrum environment<li> <li>Work with business analysts development teams and internal groups to ensure customer requirements are met<li> <li>Attend design review and user meetings as required<li> <li>Document test cases test plans test results and defects as needed<li> <li>Performs execution of test plan continually analyzing test efforts for completeness<li> <li>Performs system integration functional volume user interface and performance testing on modifications and enhancements before production releases through manual and automated techniques<li> <li>Create maintain and run automated test scripts<li> <li>Analyzes failuresuccess of automated scripts and makes modifications as required<li> <li>Us Playwright with TypeScript and Cucumber from an implementation aspect or any equivalent automation framework<li> <li>Experience gathering using and analyzing defect metrics data to present analysis findings to the appropriate levels of management verbally and through the preparation of periodic written reports<li> <ul><p><strong>Qualifications<strong> <p> <ul><li>Bachelors degree or equivalent experience<li> <li>5+ years in quality assurance focused on webbased application testing writing test cases and test plans<li> <li>Ability to work with global teams with different time zone<li> <li>Experience using QA testing tools like ADO Cucumber CICD tools Bamboo<li> <li>Hands on experience in automation frameworks with language being JAVAJAVASCRIPTTYPESCRIPT<li> <li>Experience with Iterative Development in an Agile Scrum environment<li> <li>Experience of automation using the following Tech stack JavaScript AWS Postgres DB Azure DevOps KAFKA API GATEWAY LAMBDA HASURAGRAPHL QL<li> <li>Ability to conduct functional testing regression testing systemlevel integration testing endtoend testing and acceptance testing<li> <li>Indepth understanding of software development processes and methodologies including their documentation and creation<li> <li>Knowledge and experience with version control and defect tracking systems<li> <li>Ability to handle multiple projects and task responsibilities simultaneously and switch among them quickly to meet prioritized business needs<li> <li>Gather use and analyze defect metrics data to present analysis findings to the appropriate levels of management verbally and through the preparation of periodic written reports<li> <li>Experience handling multiple projects and task responsibilities simultaneously and switch among them quickly to meet prioritized business needs<li> <li>Must be located in Phoenix Arizona and willing to commute into offer on an onneed bases<li> <ul><p><strong>Verra Mobility Values<strong> <p> <p>An ideal candidate for this role naturally works in alignment with the Verra Mobility Core Values <p> <ul><li> <strong>Own It<strong> We focus on high performance and drive toward breakthrough outcomes Our employees ensure accountability optimize and align work focus on the customer and cultivate innovation <li> <li> <strong>Do Whats Right<strong> We champion integrity and good character Our team members model ethical behavior demonstrate good judgment and are courageous <li> <li> <strong>Lead with Grace<strong> We express humility and compassion and we are authentic and candid Our employees demonstrate selfawareness care for others instill trust and communicate effectively <li> <li> <strong>Win Together<strong> We believe in growing and inspiring people together We seek people who collaborate value differences think and act globally foster an engaging work environment and recognize and develop others <li> <ul><p>With your explicit consent which you provided as part of the application process we will retain candidate personal data solely for the business purpose for which it was collected In no event will we retain such data more than two 2 years following the closure of the recruitment process relating to the role for which you applied or in the event other related job opportunities arise within the company Verra Mobility Applicant Privacy Notice <p> <p>Verra Mobility is an Equal Opportunity Employer qualified applicants will receive consideration for employment without regard to race color religion sex national origin sexual orientation gender identity disability or protected veteran status<p>

Marketing Manager

Company: ZipRecruiter

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 09, 2024

<div> <p><span>We offer a hybrid work environment Most USbased positions can also<span><strong> <strong><span>be<span><strong> <strong><span>performed remotely any exceptions will be noted in the Minimum Qualifications below<span><p> <div> <p><strong>Our Mission <strong><p> <p><br ><p><p>To actively connect people to their next great opportunity<p> <p><br ><p><p><strong>Who We Are <strong><p> <p><br ><p><p>ZipRecruiter is a leading online employment marketplace Powered by AIdriven smart matching technology the company actively connects millions of allsized businesses and job seekers through innovative mobile web and email services as well as through partnerships with the best job boards on the web ZipRecruiter has the 1 rated job search app on iOS amp Android<p> <p><br ><p><p><strong>Summary<strong><p> <p><br ><p><p>ZipRecruiter is looking for an experienced highly motivated individual to join the Enterprise Marketing Team as a Marketing Manager Sales Enablement As part of the Enterprise Marketing Team this person will work crossfunctionally with enterprise sales customer success revenue operations and the greater marketing team to drive brand awareness and develop marketing content to support the team in hitting revenue goals<p> <p><br ><p><p><strong>Key Focuses<strong><p> <p><br ><p><ul><li>Manage and fulfill custom account requests from the Enterprise Sales team from custom pitch amp proposal deck creation to the development of custom marketing assets<li> <li>Craft sales enablement materials social posts email sequences white papers G2M materials that clearly illustrate product functionality and effectively communicate the value proposition to customers<li> <li>Has an eye for design and layout able to develop compelling narratives and create visually engaging presentations given existing tools and templates<li> <li>Manage current content management tools to report and analyze content success opportunities and internalexternal engagement<li> <li>Coordinate communication timelines and deliverables ability to triage and manage high volumes of requests or urgent requests <li> <li>Collaborate with internal teams such as creative legal and analytics to develop new marketing content such as claims that support positioning<li> <li>Review data analyze reports and conduct research as needed to source insights that help increase competitive differentiation <li> <li>Ability to visualize data and utilize data insights to strengthen messaging <li> <li>Support and contribute to various Enterprise Marketing content development initiatives<li> <li>Analyze internal and external content engagement data and impact report on insights and leverage learnings<li> <ul><p><br ><br ><p><p><strong>Minimum Qualifications<strong><p> <p><br ><p><ul><li>5+ years of marketing or communications experience in an agency or corporate environment<li> <li>Bachelors degree in Marketing Communications Business or a related field <li> <li>Creative writing skills are preferred as well as a passion for branding and visual storytelling<li> <li>Proficiency with Google Suite in particular with Google slides sheets excel<li> <li>Proficiency in Salesforce<li> <li>Familiarity with Pardot Outreach Highspot a plus<li> <li>Resourceful problem solver with good business acumen<li> <li>Proven project management organization and communication skills with ability to support productive matrixed teams and maintain strong working relationships with internal stakeholders<li> <li>Ability to understand marketing strategies translate them into system and process requirements and ensure local execution and business impact<li> <li>Analytical with a high attention to detail able to work and think independently able to make thoughtful recommendations and communicate with various levels of leadership <li> <ul><p><br ><p><p><strong>As part of our team youll enjoy<strong><p> <ul><li>Competitive salary<li> <li>Exceptional benefits package<li> <li>Flexible Vacation amp Paid Time Off<li> <li>Employermatched 401k plan <li> <ul><p><br ><p><p>The US base salary range for this fulltime position is $92500$137500 Our salary ranges are determined by role level and location and the range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations Within the range individual pay is determined by work location rolerelated knowledge and skills depth of experience relevant education or training and additional rolerelated considerations<p> <p><br ><p><p>Depending on the position offered equity bonuses commission or other forms of compensation may also be provided as part of a total compensation package in addition to a full range of medical financial and other benefits<p> <div> <p><span>ZipRecruiter is proud to be an equal opportunity employer and provides equal employment opportunities EEO to all employees and applicants without regard to race color religion sex national origin age disability veteran status sexual orientation gender identity or genetics<span><p> <p><strong datastringifytype=bold>Privacy Notice <strong>For information about ZipRecruiters collection and processing of job applicant personal data for this job please see our Privacy Notice at httpswwwziprecruitercomcareersjobapplicantprivacynotice<p> <div>

Director, Client Engagement

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 07, 2024

Early Warning, the network operator of Zelle®, is seeking a Director of Client Engagement to lead a team responsible for client experience and satisfaction. The role involves managing client relationships, driving product enhancements, and collaborating with sales teams. The ideal candidate should have extensive service or relationship management experience, strong communication skills, and the ability to work in a fast-paced environment. The position offers competitive compensation, comprehensive benefits, and opportunities for professional growth.

Manager Gero Psych

Company: Steward Health Care

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 08, 2024

Mountain Vista Medical Center is a comprehensive health care facility in Mesa, Arizona, offering services such as emergency care, heart care, surgical procedures, orthopedics, breast care, maternity care, and women's services. The Manager Gero Psych position involves managing patient care in the psychiatric acute care setting, requiring a high school diploma, RN license in Arizona, and associates degree in nursing. Steward Health Care, the employer, offers various benefits including health insurance, dental, vision, savings account, life insurance, disability, tuition reimbursement, and paid time off. Steward is a physician-led, tax-paying, integrated health care system with 39 hospitals across multiple states.

Database Administrator

Company: eVisit

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 08, 2024

eVisit is a telemedicine software company seeking to revolutionize healthcare delivery by creating physician-first tools. The company is looking for a Database Administrator (DBA) and Developer to support its data management and software development needs.

Director, Enterprise Sales (Mountain/Pacific Time)

Company: Sectigo

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Mar 08, 2024

Sectigo is a company that prides itself on providing unparalleled peace of mind to its customers through online trust management. The company values support, excellence, collaboration, teamwork, integrity, growth, and openness. The Director of Enterprise Sales will manage the strategic growth of sales revenue, oversee the sales team, and develop long-term relationships with clients. The ideal candidate will have 10+ years of relevant sales experience, strong leadership skills, and a deep understanding of the IT Security industry.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

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