Retirement Plan Manager

Responsibilities

• Administers end-to-end retirement plan operations, ensuring accurate, timely, and compliant execution of all plan processes, including eligibility, contributions, distributions, reporting, and recordkeeping integrity.
• Primary resource for NDT and audits.
• Ensures compliance with all applicable federal and state regulations governing qualified retirement plans, including ERISA, IRS, and DOL requirements, and implements regulatory updates into plan operations and documentation.
• Serves as program owner for retirement plans, providing overall governance, operational oversight, and alignment with organizational strategy and plan design intent.
• Partners with external vendors, including recordkeepers, and consultants, to ensure effective service delivery, issue resolution, and ongoing performance management.
• Collaborates with internal stakeholders including but not limited to HR and Payroll to ensure accurate data exchange, consistent processes, and effective retirement plan administration.
• Leads retirement plan design changes, system enhancements, and implementation initiatives, ensuring successful execution and clear cross-functional communication.
• Manages retirement governance activities, including committee support, reporting, documentation, and preparation of materials to support decision-making and oversight.
• Serves as escalation point for complex participant issues and drives continuous improvement efforts, including process optimization, communication support, and moderately complex retirement-related projects.

• Bachelor’s degree in Human Resources, Business Administration, Finance, or related field; equivalent experience and/or training may be considered.
• 4–7 years of experience in retirement plan administration.
• Certifications preferred: ASPPA, CEBS, ERPA
• Comprehensive knowledge of qualified and nonqualified retirement plan administration, including 401(k) structures and related regulatory frameworks (ERISA, IRS, DOL).
• Strong understanding of retirement plan compliance, governance, fiduciary principles, and operational risk management.
• Strong analytical skills to interpret plan data and resolve complex issues.
• Ability to manage vendors and coordinate external retirement service providers.
• Effective communication and collaboration across internal and external stakeholders.
• Ability to independently manage a complex retirement program and drive process improvements.