Retirement Plan Jobs in Tucson, AZ

19,677 open positions · Updated daily

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.

Product Marketing Manager

Company: Moov Technologies

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 06, 2023

We will deeply understand customer/market needs, test new ideas quickly and in a structured manner, and scale based on results. Core Functions Partner with the Product team on major feature launches, including the definition and tracking of success metrics Support user persona definition, and identification of pain points, needs, and solutions Moov can offer (in tandem with the Product team) Own the development of product marketing collateral across a range of mediums, and develop a library of customized demos Train our internal teams on new or updated product features, support a feedback loop from sales and customer success to our product and technology teams Bring Moov expertise to industry trade shows and other relevant events Support relevant thought leadership pieces, press releases, webinars and other marketing initiatives driven by our marketing team Requirements5+ years of product marketing experience Experience in B2B platforms, Ecommerce, and/or Marketplace products - specifically positioning and promotion new products and service offerings Familiarity with a customer base and industries that are industrial and frequently on legacy technologies Bachelor’s degree in Marketing or a related field Deep user empathy and customer research experience Excellent verbal and written communication skills A willingness to learn, low ego, and proactively take ownership Our BenefitsGreat compensation package 100% company-paid medical, dental, and vision plansFlexible PTO401K planStocked kitchen with snacks and drinksWe are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. The role will be within our Product function and work closely with marketing, sales, customer success and other teams across Moov. The role is an important lynchpin in our broader Product and Go-to-Market strategy, and will require a high degree of ownership, ability to prioritize, metrics orientation, and rapid iteration. This role is in-person in either our Tempe or Austin offices. As context, Moov’s product team is building out the first online marketplace to empower buyers and sellers of used semiconductor manufacturing equipment, a large and fragmented ecosystem. Working side by side with our Product Managers as well as our sales teams, you will be the bridge between Moov and our prospects and customers, helping identify and execute on ideal and resonant positioning, messaging, and demos. The role will help lead product launch planning and execution, feature releases, and A/B testing with our customer base. Our approach is one of customer oriented focus and iteration, with trust and transparency at our core. About the Role Moov is looking for a dynamic, experienced Product Marketer to join our growing Product team. We are funded by some of the leading investors in the world, including Tiger Global and NFX. Moov’s vision is to accelerate global manufacturing, R&D, and technological progress by fundamentally improving the supply chain, making it possible and easy to buy and sell pre-owned equipment from any fabrication center in the world. We are proud to be an equal opportunity workplace.

Senior Actuarial Analyst

Company: Ascensus

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 07, 2023

Proficient in all facets of pension administration including distribution calculations, government forms, plan termination filings, compliance testing, AFTAPs, Annual Funding Notice, assist credentialed actuary and actuarial analyst in preparation of all client deliverables. Section 2: Job Functions, Essential Duties and Responsibilities Prepare actuarial valuations on cash balance and traditional defined benefit plansPrepare ASC 960 disclosuresPrepare Form 5500, Sch SB and PBGC Premium PaymentsReconcile Market to Market TrustsPrepare participant benefit statements on traditional Defined Benefit plansAssist with IRS and PBGC plan terminationsPerform ASC 715 valuations and assist with disclosuresPerform contribution projections for future yearsPerform cash balance and defined benefit plan studiesPerform special benefit calculations (e.g., 110% calculation, required minimum distribution) for cash balance plans and traditional DB plansUse and critique existing processes for day-to-day workKeep files organized and up-to-dateUpdate Workflow timelyProvide back up to other teams as necessaryResponsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelors degree in actuarial science, math or math related fieldActuarial exam track or 7 years of industry experienceCommitment to ongoing pension educationExcellent analytical and communication skillsDemonstrated expertise with Microsoft Office, particularly Excel applicationsDemonstrated expertise with industry recognized pension valuation softwareDemonstrated technical proficiencyStrong attention to detail and the ability to prioritize, manage multiple tasks and meet deadlines in connection with business operationsExcellent verbal and written communication skills, including the ability to communicate technical ideasDetail-orientedSelf-starter who will take responsibility for completing tasks in a timely fashionTeam player We are proud to be an Equal Opportunity Employer Section 1: Position Summary Timely and accurate completion of actuarial valuations and government filings for Cash Balance and traditional Defined Benefit Plans. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.

Account Manager

Company: Republic Services

Location: Tucson, AZ

Posted Aug 07, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law. EEO STATEMENT:Republic Services is an equal opportunity employer. • Short- and long-term disability.• Life insurance and accidental death & dismemberment insurance.• Employee and Family Assistance Program (EAP).• Employee discount programs.• Retirement plan with a generous company match.• Employee Stock Purchase Plan (ESPP). (Required)Valid driver's license. (Required) Rewarding Compensation and Benefits Eligible employees can elect to participate in:• Comprehensive medical benefits coverage, dental plans and vision coverage.• Health care and dependent care spending accounts. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. (Required)Minimum of 1 year of relevant sales experience. Our people provide an essential service, serving and impacting customers, neighborhoods, and communities everywhere. The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. PREFERRED QUALIFICATIONS: Waste or transportation industry experience.

Sr. Splunk Engineer

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 07, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. Work may require occasional standing, walking, kneeling, and reaching. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. In addition, they will assist end users with searches, dashboards, reports, and knowledge objects. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. The Senior Splunk Engineer leads and/or consults on efforts pertaining to design, architecture, scalability, business continuity, and disaster recovery as needed. • Paid Time Off - Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. Additional college level Computer Science, Engineering or business-related classes are beneficial.Minimum 5 years of progressive Splunk administration, Splunk architect and/or logging experience in a multisite environment is necessaryCertification: Splunk Certified Administrator requiredPractical experience with major components of Splunk Enterprise, including data ingestion pipelines, and SPLSolid Linux and Windows foundation with an emphasis of Unix/Linux CLIDemonstrated proficiency with the full Splunk lifecycle, including all major components for an enterprise deployment.Must have solid foundation in Linux and possess a competence to troubleshoot various aspects of the integration including operating system, application, and networking components as they relate to both Splunk and syslog implementationsAbility to handle large projects as well as take care of day-to-day operationsStrong sense of responsibility, ownership, and pride in delivering quality results.In addition, troubleshooting and organizational skills with a can-do attitude and the ability to adjust to changing requirements are essential.Demonstrated ability to communicate across all levels of the organization is necessary; must be able to clearly articulate technical ideas to a non-technical audience both verbally and in writing.Background and drug screen Preferred Qualifications Bachelor's degree in Computer Science, Engineering, Math or Physical Science.Additional related education and/or experience preferredCommon ingestions strategies into Splunk such as UFs, HFs, HEC, TAs/Add-ons, syslog, etc.Shell/Interpreter scripting a plus (e.g., Bash, PERL, Python)Certifications: Splunk Core Certified Advanced Power User, Splunk Enterprise Certified Architect (working towards or achieved strongly desired)Unix/Linux administration background a strong plusExperience with Splunk ES / UBALogging technologies (implementation/administration) - syslog-ng/rsyslog, ELK, Filebeat, Kafka, Cribl, Fluentd, GraylogX.509/PKI fundamentals with experience on practical implementationPractical understanding and troubleshooting experience with the following: UDP, TCP, SSL/TLS, HTTP/S, Rest APIs, load balancers, forward proxies Physical Requirements Working conditions consist of a normal office environment. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Some of the Ways We Prioritize Your Health and Happiness • Healthcare Coverage - Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.

Java Full Stack Lead Azure

Company: Cognizant

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 07, 2023

The associate is capable of analyzing, evaluating and synthesizing solutions using the skill. Benefits : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: • Medical/Dental/Vision/Life Insurance • Paid holidays plus Paid Time Off • 401(k) plan and contributions • Long-term/Short-term Disability • Paid Parental Leave • Employee Stock Purchase Plan About Cognizant Cognizant is an equal opportunity employer provider and committed to creating a diverse environment. PL3 The associate has comprehensive, in-depth and specialized knowledge of the skill. Qualifications Technical Skills SNo Primary Skill Proficiency Level * Rqrd./Dsrd. • Knowledge of server-side design patterns and continuous delivery principles • Working experience in Agile Scrum delivery model • Strong verbal and written communication skills Why Choose Cognizant? PL2 The associate possesses working knowledge of the skill, and can actively and independently apply this skill in engagements and projects. PL4 The associate can function as a subject matter expert for this skill. Headquartered in the U.S, Cognizant is a member of the S&P-500, Nasdaq-100, Fortune 200, and recently ranked as the 1 Fastest Growing "All Star" by Fortune Magazine. • Knowledge of frameworks such as Apache Camel and Rest web services • Strong web development skills using J2EE technologies. • Deep understanding of the Spring Framework especially Spring, Spring JBC , JSP/servlets • Strong understanding of development concepts and SDLC methodologies.

Mobile Application Developer

Company: Sogeti

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 06, 2023

This is a salaried position that includes competitivecompensation, benefits, tuition reimbursement, bonus, and a plan for careergrowth! MBA or equivalent degree preferred.The ideal candidatewill have: 5+ years of software development experience 2+ years of mobile development experience on either iOS or Android platform iOS Developer-Preferred experience with Objective-C, Swift Android Developer-Preferred experience with Java, Android SDK, JSON, RESTThe benefits our employees enjoy: 401(k) Savings Plan- Matched 150% up to 6%. Medical/Prescription/Dental/Vision Coverage- Employees pay no premiums! Bonus Program that pays up to $20,000! (Our 401k is in the top 1% of 401(k) plans offered in the US!) $12,000 in Tuition Reimbursement 100% Company-paid mobile phone plan Personal Time Off (PTO)- Ensuring a balance of work and home life Minimum education qualification A bachelor's degree in any discipline. SogetiUSA is seeking Senior Mobile Application Developers focused on iOS and/orAndroid application development to join our team! Our consultant's careers give them the experience to workacross multiple industries and projects while contributing to the growth of theentire practice. Our consultants are full-timeprofessionals with opportunities to learn the latest and greatest technologiesin the industry.

Lead Product Manager - Technical

Company: PayPal

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 06, 2023

PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. For more information, visit paypal.com. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. As part of PayPal's commitment to employees' health and safety, we have established in-office Covid-19 protocols and requirements, based on expert guidance. Any general requests for consideration of your skills, please Join Our Talent Community. This includes working with Product, Finance, Marketing, Risk, Operations, Sales and Data to ensure successful adoption, performance, and scale of Shopping product lines and execution of cross-functional initiatives. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. Depending on location, this might include a Covid-19 vaccination requirement for any employee whose role requires them to work onsite. By leveraging technology to make financial services and commerce more convenient, affordable, and secure, the PayPal platform is empowering more than 400 million consumers and merchants in more than 200 markets to join and thrive in the global economy. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you.

Talent Development Coordinator

Company: Republic Services

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 06, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law. • Short- and long-term disability.• Life insurance and accidental death & dismemberment insurance.• Employee and Family Assistance Program (EAP).• Employee discount programs.• 401(k) plan with a generous company match.• Employee Stock Purchase Plan (ESPP). Republic Services is an equal opportunity employer. PRINCIPAL RESPONSIBILITIES: Assists with various development programs, communicating with employees and managers, stakeholders, vendors, consultants, and community partners.Inputs and maintains employee training activity in Learning Management System (LMS), including enrollment, completion, and reporting.Maintains online course catalog, course descriptions, and scheduled offerings in LMS.Develops and coordinates training assignment and enrollment process; secures and schedules training rooms, and manages communication and guidelines related to participants' travel logistics including hotel, air reservations, etc.For in-person events, coordinates with local administrative contacts for training room configuration, along with set-up and clean-up of audio-visual technology, and food and beverage.For virtual training, schedules meetings and events, coordinates access to facilitators and participants, and provides technical/facilitation assistance as needed.Assists in development of training communication materials.Tracks and orders program supplies.Communicates with training participants and facilitators, including coordinating materials, preparation, distribution and tracking of registration confirmation, course evaluations and completion details.Acts as a point of contact for course attendees and manages vendor correspondence. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. Rewarding Compensation and Benefits Eligible employees can elect to participate in:• Comprehensive medical benefits coverage, dental plans and vision coverage.• Health care and dependent care spending accounts. The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Our people provide an essential service, serving and impacting customers, neighborhoods, and communities everywhere. Other job-related duties as assigned. Greets and assists vendors and course participants, initiating classes and introducing speakers/facilitators as needed.Supports the management of digital learning and development resources.

Auto Servicing Specialist

Company: Upgrade, Inc.

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 07, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. To provide compensation, including payroll, and  administer stock options and benefits, including medical, dental, vision, commuter, and retirement benefits. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. Professional or employment-related information, such as salary/compensation and benefits packages, other relocation or job preferences, prior background, experience, skills, and other information in support of your application, reference information, other information obtained through background checks, including employment, credit, and criminal history. Education Information. Any other information you provide as a part of  recruitment, job application, or interview process. Purposes for Collecting Personal Information:To consider qualifications, skills, and interest for employment. For any questions about this notice, please contact [email protected] Information Upgrade Collects:Identifiers Including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Characteristics of protected classifications under California or federal law, including demographic information and other personal information obtained during the application process, such as gender, race, national origin. To improve recruitment and interview processes and  ensure a safe and efficient working environment. To provide human resources services and conduct performance evaluations.

Salesforce Software Developer

Company: Advanced Network Management

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 07, 2023

We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. Any modern JS Framework (ReactJS, Vue.js, etc.) Strong Web Development skills: HTML, JS, CSS. ANM is an equal-opportunity employer. Our specialties include designing, developing and deploying solutions for enterprise networking, data center & cloud, collaboration, security, and automation. How the ANM Salesforce Team Works With people working remotely from Mexico and the US, you will have the opportunity to work from home and/or one of our US-based offices. Our Benefits:• Competitive Salary• Full benefits package (Medical, Dental, Vision, Life Insurance, Short Term, and Long-Term Disability, Critical Illness, and Accident Insurance)• Paid Time Off• 401K Plan• Flexible Spending Account• Employee Recognition Rewards• Career training geared toward professional growth What will you do as a Salesforce Software Developer at ANM? Any knowledge of OOP languages (Java, C) is a plus.Strong understanding of Relationship Database Design patterns and data structures.Individuals that enjoy working with a multicultural and multi-skilled team with remote members.Individuals with strong English verbal and written proficiency and good communication skills.We look for people with a positive attitude, a team-focused workflow, and an ownership mindset.Individuals that are quick self-learners and demonstrate self-initiative in the workplace.Experience with Salesforce or any other CRM or cloud-based platform is preferred. It is a SQL-like language from Salesforce.Continue to Integrate and Deliver applications to production environments using Salesforce's Change Sets and cutting-edge DevOps tools like Gearset.Integrate Salesforce implementations with other cutting-edge technology solutions such as Workato, Microsoft Cloud (PowerBI, etc.)

Regional Manager

Company: BD

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 07, 2023

We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status. At BD, you'll discover a culture in which you can learn, grow, and thrive. It's also a place where we help each other be great, we do what's right, we hold each other accountable, and learn and improve every day. To learn more about BD visit https://bd.com/careers Becton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. In some locations, testing for COVID-19 may be available and/or required. To find purpose in the possibilities, we need people who can see the bigger picture, who understand the human story that underpins everything we do. Consistent with BD's Workplace Accommodations Policy, requests for accommodation will be considered pursuant to applicable law. Essential / Key Job Responsibilities (including supervisory and/or fiscal): Implements, directs, and controls district sales activities.Recommends, implements, and promotes contests and other incentive programs.Recruits, interviews, and selects sales and clinical personnel.Develops district personnel to assume increased responsibilities.Operates a district sales office and maintains pertinent records.Plans and conducts district sales meetings.Communicates with the Area Vice President of Sales on Pricing, product acceptance, industry/competitive trends and marketing strategies.Travels with sales associates and clinical specialists within geography on a weekly basis.Recommends changes in compensation for district personnel. For certain roles at BD, employment is contingent upon the Company's receipt of sufficient proof that you are fully vaccinated against COVID-19. And find satisfaction in doing your part to make the world a better place.

Senior Casting Development Engineer

Company: Honeywell

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Aug 07, 2023

Experience on working with global suppliers / customers Proven problem-solving skills, including ability to interpret business performance and financial data, define actions, and implement solutions. Influencing / working closely with the planning, sourcing, engineering, and product teams will be critical. Additional Information Category: Integrated Supply ChainLocation: 400 S Buncombe Rd, Greer, SC 29652 USAExemptMust be a US Citizen due to contractual requirements.Customer Experience (GLOBAL) YOU MUST HAVE Bachelor's Degree in Engineering 8 years combined of Casting/Foundry or Manufacturing Engineering experience including casting parameters, casting components, and casting process design Due to contractual obligations, must be a U.S. Citizen WE VALUE Knowledge of using Six sigma / quality Tools and APQP (PFMEA, Control plan, SPC MSA etc.) Able to read technical drawings, specifications, and documentation (GD&T) Experience on performing production readiness & rate readiness reviews / assessments Effective collaboration skills to motivate and influence others at various levels without a direct reporting relationship. The successful candidate should be able to effectively communicate with senior management, have a big picture strategic mindset, handle multiple priorities, influence, and solve complex problems. KEY RESPONSIBILITIES:• Conduct supplier assessments and work with them to develop rate readiness plans to sustain product growth and using lean methodologies.• Leverage engineering to enable flexibility for the supplier and supply chain through producibility drawing changes and alternate material qualifications where necessary.• Support the manufacturing of complex parts and sub-assemblies by providing technical expertise and support for suppliers.• Review manufacturing processes to ensure they will yield parts compliant to engineering drawings and specifications.• Create and participate in PFMEA activities, Work Instruction Improvements, and Control Plan effectiveness with suppliers.• Employ tactical thinking and communication of technical requirements in casting process iterations.• This position involves up to 50% of travel. • Systematically drives Root Cause Corrective Action (RCCA) investigations to prevent defects.• Works directly with sourcing, business, engineering, and our customers on strategies to improve product quality and delivery. • Identifies and leads the implementation of continuous improvement projects.• Are leaders creating a performance culture with our suppliers through coaching and technical engagement. The position requires manufacturing experience and works directly with suppliers daily.

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.

Related Pages