Retirement Plan Services Associate

TEKsystems; Southfield (MI); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability insurance

HSA

Transportation benefits

Employee Assistance Program

PTO/Time Off

Job summary

TEKsystems is seeking a Retirement Plan Services Associate in Southfield, MI with hybrid work options after training. The role focuses on customer inquiries, retirement plan transactions, and regulatory compliance, with a Monday–Friday schedule and a pay rate of $23/hour.

Ideal candidates will have 2+ years in financial services, CRM experience, and strong MS Office skills. The position is contract-to-hire and based out of Southfield, MI, with benefits depending on eligibility.

Qualifications

• Data Entry Assessment Required.
• 2+ years of RECENT experience within financial services—ideally retirement planning industry.
• Experience with a CRM, preferred.
• Call center experience/phone experience, preferred + strong professional demeanor (verbal/written).
• MS Office Suite.
• Minimum HS diploma, BS preferred.

Responsibilities

• Answers and responds to email inquiries regarding issues.
• Processes forms and performs basic transactions, such as handling rollovers, internal transfers, and death certificates.
• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
• Interprets rules and regulations by applying retirement plan knowledge.
• Conducts audits of account activity to ensure transactions meet regulatory compliance.
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments.
• Reviews daily reports of individual productivity to evaluate personal performance.

Skills

Data entry

Call center experience

Education

High School Diploma

Bachelor's degree preferred

Tools

CRM software

MS Office

Job description

Retirement Plan Services Associate

Southfield, MI 48076

Hybrid Schedule after training (3 days in-office, 2 days remote)

Pay Rate: $23/hr

Schedule: Monday - Friday 8:30am-5pm

Description

• Answers and responds to email inquiries regarding issues

• Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates

• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements

• Interprets rules and regulations by applying retirement plan knowledge

• Conducts audits of account activity to ensure transactions meet regulatory compliance

• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution

• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training

• Communicates, researches and resolves issues with other internal departments

• Reviews daily reports of individual productivity to evaluate personal performance

Qualifications:

Data Entry Assessment Required

2+ years of RECENT experience w/in financial services—ideally retirement planning industry

Experience w/ a CRM, preferred

Call center experience/phone experience, preferred + strong professional demeanor (verbal/written)

MS Office Suite

Minimum HS diploma, BS preferred

#eastpriority26

Job Type & Location

This is a Contract to Hire position based out of Southfield, MI.

Pay and Benefits

The pay range for this position is $23.00 - $23.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Southfield,MI.

Application Deadline

This position is anticipated to close on Sep 18, 2026.

About TEKsystems

We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.