Retirement Plans Manager

Retirement Plans Manager Overview

• The Retirement Plans Manager will oversee the administration, governance, and compliance of the organization's retirement programs.
• Collaborate with cross-functional teams to ensure seamless operations and adherence to regulatory requirements.
• Develop and execute structured employee retirement communications and educational outreach initiatives.
• Maintain strong relationships with vendors and service providers to enhance plan offerings.
• Participate in compliance audits and ensure adherence to ERISA, SECURE Act, and IRS guidelines.
• Lead the preparation and review of detailed plan performance reports with quantitative accuracy.
• Provide leadership and mentorship to the retirement team, fostering a collaborative environment.
• Monitor regulatory updates and assist in updating team documentation and SOPs as needed.
• Ensure strict discretion when managing sensitive financial and employee information.

Retirement Plans Manager Key Responsibilities & Duties

• Co-manage daily operations and administration of retirement plans, ensuring adherence to SOPs and governance workflows.
• Execute accurate calculations, reconciliations, and data audits for retirement plan contributions.
• Oversee payroll funding processes and perform deferral and match calculations.
• Ensure compliance with federal and state regulations, including ERISA and DOL guidelines.
• Collaborate with accounting and finance teams to forecast retirement plan expenses.
• Maintain vendor relationships and evaluate service options to enhance plan offerings.
• Prepare and review detailed performance reports and lead educational presentations for employees.
• Participate in vendor RFPs and evaluations to improve service delivery.
• Resolve complex participant and operational issues with clear documentation and rationale.

Retirement Plans Manager Job Requirements

• Bachelor’s degree in Finance, Accounting, Human Resources, or related field preferred.
• 8+ years of experience in defined contribution plan administration, including team leadership.
• Proven expertise in ERISA, SECURE Act, DOL, and IRS regulations.
• Advanced proficiency in Excel and exceptional analytical skills.
• Experience with HRIS/Payroll platforms such as Workday or SAP/EC Payroll preferred.
• Professional certifications like CEBS, QKA, CPSP, or SHRM-CP/SCP are advantageous.
• Strong written and verbal communication skills for diverse audiences.
• Ability to build respectful peer relationships and foster shared accountability.
• Proficiency in Spanish is beneficial but not required.