Foley & Lardner

Manager, Retirement Plan

Foley & Lardner$116K — $175K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required.
  • Minimum of eight (8) years of experience in retirement plan administration.
  • Expertise in managing compliance activities, including audits and regulatory reporting.
  • Demonstrated ability to coordinate annual retirement plan cycles and manage vendor deliverables.
  • Experience in health and welfare benefits administration.

Responsibilities

  • Lead strategy and governance for the firm's retirement programs.
  • Act as the primary retirement plan expert, ensuring regulatory compliance and operational excellence.
  • Assist employees with retirement plan education, inquiries, and transitions.
  • Oversee all aspects of participant transactions including eligibility and distributions.
  • Coordinate budgets, compliance testing, and regulatory filings for the retirement plans.
  • Develop metrics and reporting to inform decision-making and assess program effectiveness.
  • Monitor vendor performance and resolve any operational issues.

Benefits

  • Opportunity to work in a hybrid model.
  • Support for health and welfare benefit administration, including various plans.
  • Engagement in broader benefits initiatives within the organization.
  • Increase in responsibilities related to overseeing vendor relationships and participant services.
  • Potential for professional growth through enhancements in process documentation and reporting.
Full Job Description
Overview

The Manager, Retirement Plan leads the strategy, administration, and governance of the firm's retirement programs, ensuring compliance, operational excellence, and a positive participant experience. Acting as the primary retirement plan expert, this role collaborates across Talent, Payroll, Accounting, Finance, Legal, and external partners to manage plan operations, vendor performance, regulatory requirements, and process improvements. The position provides oversight of retirement plan data, reporting, audits, and participant services while supporting broader benefits initiatives and organizational objectives.

Responsibilities

Retirement Plan Administration

  • Serve as the firm's subject matter expert on retirement plans including defined contribution plan, cash balance plan, non-qualified plans
  • Partner with actuaries, auditors, legal counsel, and third-party administrators to ensure compliance with ERISA and IRS regulations.
  • Assist employees and partners with retirement plan inquiries, education, distributions, retirement transitions, and benefit elections.
  • Oversee eligibility, enrollments, contributions, distributions, loans, beneficiary administration, and participant transactions.
  • Coordinate funding activities, budgets, compliance testing, audits, Form 5500 filings, and other regulatory reporting.
  • Support retirement committee activities, governance processes, plan reviews, and participant communications.
  • Develop reporting, metrics, and analyses to support decision-making and program effectiveness.
  • Serve as primary contact for retirement vendors, monitoring service delivery and resolving operational issues.
  • Ensure accurate retirement plan data is maintained across HRIS, payroll, and external recordkeeping systems.

HRIS, Data Integrity & Process Improvement

  • Validate data integrations, payroll deductions, contribution files, and system interfaces
  • Support system updates, testing, annual enrollment activities, and vendor implementations.
  • Create and maintain process documentation, workflows, and operating procedures.
  • Identify and implement opportunities to improve efficiency, automation, reporting, and participant experience.

Benefits Administration Support & Coordination

  • Support health and welfare benefit administration, including medical, dental, vision, life, disability, and voluntary plans.
  • Assist with enrollments, life event changes, eligibility processing, and employee inquiries.
  • Partner with benefits team members and vendors to resolve escalated issues.
  • Serve as a backup resource for benefits administration activities and projects.
  • Maintain working knowledge of applicable benefits regulations, including ACA, COBRA, and HIPAA.
Qualifications
  • Bachelor's Degree required.
  • Minimum of eight (8) years of progressive experience administering retirement plans required.
  • Proven experience coordinating annual retirement plan cycles, including compliance activities including audits, nondiscrimination testing, regulatory reporting, plan reviews, participant communications and vendor deliverables.
  • Experience with health and welfare benefit administration and employee support.

In support of transparency and equity in the workplace, Foley provides salary ranges for all positions. The figures below represent the full compensation range of this position. The actual offered amount will be between the range minimum and midpoint based on the following factors: education, experience, geographic market, and internal pay equity at Foley. #LI-HybridMilwaukee - $116,900 - $175,400

Chicago, Dallas - $128,600 to $192,900

About Foley & Lardner

Foley & Lardner is a law firm that provides legal services to clients in a variety of industries, including healthcare, energy, and technology. The firm was founded in 1842 and is headquartered in Milwaukee, Wisconsin. Foley & Lardner offers a range of legal services, including corporate law, intellectual property law, and litigation. The firm has offices in the United States, Europe, and Asia, and serves clients around the world. Foley & Lardner is known for its expertise in healthcare law, and has been recognized as one of the top healthcare law firms in the United States.
Learn more about Foley & Lardner
Size
1,000 employees
Industry
Net Income
$200 million
5 Year Trend
+5%
Revenue
$836 million
NASDAQ

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