Manager – Retirement Plans

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the subject matter expert and administrator for employer-sponsored retirement programs.

• Provide strategic and operational guidance for retirement programs.

• Oversee daily administration of retirement plans, including initiatives, projects, and process enhancements.

• Ensure adherence to relevant laws and regulations, including conducting audits, compliance testing, regulatory filings, and necessary reporting.

• Prepare and deliver materials for retirement plan committee meetings.

• Create and manage budgets, forecasts, and variance analyses for retirement plans.

• Interpret plan provisions and offer guidance to vendors and internal stakeholders.

• Review service provider reports and take necessary actions.

• Supervise data integrations between internal systems and external vendors.

• Address escalated participant concerns, including claims and appeals.

• Assist with organizational transactions that affect retirement plans.

• Keep track of regulatory changes in collaboration with internal and external partners.

• Lead and provide guidance to assigned staff.

⛳️ Requirements

• Bachelor’s degree in Finance, Business, Human Resources, Accounting, or a related field is required.

• Certified Employee Benefit Specialist (CEBS) is preferred.

• Other relevant professional designations related to retirement or benefits are preferred.

• 8–10+ years of progressive experience in retirement plan administration across defined contribution, defined benefit, or similar programs is required.

• Knowledge of employee benefit laws and regulations is mandatory.

• Experience with outsourced retirement plan administrators and vendors is essential.

• Familiarity with HRIS and payroll systems, as well as complex system interfaces, is preferred.

• Ability to interpret plan provisions and regulatory requirements is necessary.

• Strong analytical skills related to budgeting, forecasting, and reporting.

• Capability to manage vendor relationships and assess service provider performance.

• Problem-solving skills to resolve participant issues and operational challenges.

• Ability to handle multiple priorities and projects effectively.

🏝️ Benefits

• Competitive pay

• Incentives

• Referral bonuses

• 403(b) with employer contributions (when eligible)

• Medical, dental, vision, and prescription coverage

• HSA/FSA options

• Life insurance

• Mental health resources and discounts

• Paid time off

• Parental and FMLA leave

• Short- and long-term disability

• Backup care for children and elders

• Tuition assistance

• Professional development and continuing education support