Retirement Plan Services Manager

Base Pay Range

$70,000.00/yr - $90,000.00/yr

• Annual Bonus

We are a rapidly growing SEC-Registered Investment Advisor with a dedicated 401(k) Division focused on delivering high-quality retirement plan solutions to employers and their participants. Our culture values integrity, accountability, and proactive problem-solving. We partner with plan sponsors and recordkeepers nationwide to provide streamlined plan administration, compliance, and participant education.

We are seeking a 401(k) Plan Services Manager to join our team. This individual will be responsible for supporting plan sponsors, troubleshooting with recordkeepers, and ensuring smooth day-to-day administration of retirement plans. The ideal candidate has experience in 401(k) or retirement plan administration, excels at customer service, and thrives on solving complex problems for clients.

• Serve as the primary point of contact for plan sponsors and participants on administrative and operational matters.
• Manage day-to-day plan service issues with recordkeepers, payroll providers, and other vendors.
• Research and resolve plan-related problems with a resourceful and solutions-oriented approach.
• Assist with plan compliance, contribution monitoring, distributions, and loan processing.
• Support annual plan cycles (e.g., compliance testing, Form 5500, fee disclosures).
• Document and track service requests to ensure timely resolution.
• Collaborate with internal advisors and service teams to enhance the client experience.

• 2+ years of experience in 401(k) or retirement plan administration (recordkeeper, TPA, or advisory firm background preferred).
• Strong understanding of plan operations, compliance, and recordkeeping platforms.
• Excellent communication and client service skills; ability to build strong sponsor relationships.
• Resourceful problem-solver who can navigate complex issues and propose effective solutions.
• Detail-oriented with strong organizational skills.
• Fluency with Microsoft Office suite of applications and Salesforce.
• Industry credentials (QKA, CPFA, ASPPA, etc.) a plus but not required.

• Competitive base salary ($70,000 – $90,000 depending on experience) w/ bonus program.
• Hybrid/remote flexibility with home base in Stamford, CT.
• Growth opportunities in a fast-growing RIA firm with a strong 401(k) practice.
• Support for ongoing professional education and certifications.
• Collaborative, supportive team environment.

Entry level

Full-time

Management