The Retirement Plan Company Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 9 interview experiences · FREE TO READ
Which role are you interviewing for?
5 roles · 9 reportsCandidate interview experiences
First-hand accounts from people who interviewed at The Retirement Plan Company.
The Retirement Plan Company
401k Specialist
Entry Average Negative experience Decline offer 4 rounds
Interview process
Recruiter call Technical screen Onsite Background check Offer
Interview formats
Technical Behavioral Case
So first, you'll chat with HR to see if you're a good fit and talk about your career goals. Then, there's a technical interview where they check your skills and how you solve problems. Sometimes, they'll give you a case study or a task to see how you think. After that, you'll have a behavioral interview with questions about teamwork and how you handle situations. Finally, you'll meet with senior folks to talk about culture and expectations before they decide to make an offer.
Confirmed questions5 questions
- Can you define fixed assets and explain 401K planning?
- What is depreciation?
- What is cash flow?
The Retirement Plan Company
Relationship Manager
Mid Average Positive experience Decline offer 2 rounds
Interview process
Recruiter call Background check
Interview formats
Behavioral
Remote teams are interviewing for this role. The company is going through a lot of changes right now. We expect people to handle a very high case load. You will need to pass a personality, background, and drug test. The salary offered is lower than the industry standard for this type of role.
Confirmed questions3 questions
- How many years of experience do you have?
- What is your knowledge of compliance?
- What are your salary expectations?
The Retirement Plan Company
Financial Associate
Entry Easy Negative experience Accept offer 3 rounds
Interview process
Take home Recruiter call Technical screen
Interview formats
Technical Coding Presentation
The interview process started with an aptitude test. It had around 60 questions covering accounts and quantitative aptitude, which were supposed to be finished in 60 minutes, but the hr said we could take a bit longer since no one would collect the sheets. There was also an essay question in the test. After the test, there was an interview, mainly focused on maths and calculations.
Confirmed questions3 questions
- Can you explain the golden rules of accounting?
- Write an essay on a given topic.
- How would you approach math and calculation-based problems?
The Retirement Plan Company
Finance Executive
Executive Average Positive experience No offer 2 rounds
Interview process
Take home Recruiter call Background check
Interview formats
Technical Behavioral
It started with a written test that included logical reasoning, accounting questions, journal entries, and a grammar test where I had to write an essay under 150 words. Then, I had an interview with the company director, which covered typical HR questions.
Confirmed questions4 questions
- Can you tell me about yourself?
- Can you tell me about your family?
- Can you tell me about your past experience?
The Retirement Plan Company Interview Questions
Quoted word for word from The Retirement Plan Company interview reports.
“What is depreciation?”
Read reports →“What is the difference between assets and liabilities?”
Read reports →“What is cash flow?”
Read reports →“Can you define fixed assets and explain 401K planning?”
Read reports →“Can you explain the golden rules of accounting?”
Read report →“What is your understanding of TRPC?”
Read report →“Write an essay on a given topic.”
Read report →“Do you have any general knowledge questions?”
Read report →“Do you have any general questions about 401K?”
Read report →Formats, difficulty and experience
Across all 9 The Retirement Plan Company interview reports.