Position Summary

The Retirement Plan Manager serves as a strategic leader in the implementation and ongoing administration of employer-sponsored 401(k) plans, bringing advanced expertise in ERISA regulations and retirement plan compliance. This role is responsible for preparing and reviewing plan documents and service agreements, overseeing payroll vendor integrations, and ensuring accurate and timely contribution processing. As a key partner in onboarding, the Retirement Plan Manager collaborates with internal teams and external stakeholders to deliver a seamless setup experience, while also providing high-level guidance on plan design, fiduciary responsibilities, and regulatory adherence. The Manager plays a critical role in maintaining operational excellence and fostering long-term client satisfaction.

Essential Duties and Responsibilities

• Lead and support the onboarding of new 401(k) plans, ensuring timely and accurate completion of setup tasks and documentation.
• Serve as a primary contact during implementation, guiding employers through initial plan setup and onboarding milestones.
• Coordinate the distribution of participant notices and employer communications during onboarding and throughout the plan lifecycle.
• Provide responsive support to employers and participants regarding plan operations, including eligibility, contributions, and general inquiries.
• Monitor and assist with contribution submissions, rate changes, and eligibility tracking to ensure accurate plan administration.
• Collaborate with Senior Retirement Plan Specialists and AVPs to deliver a seamless onboarding experience and ongoing client support.
• Assist in scheduling and facilitating employer training sessions to ensure understanding of plan responsibilities and deadlines.
• Support preparation and review of compliance documentation, including nondiscrimination testing and Form 5500 assistance.
• Escalate operational issues or compliance concerns to senior team members for resolution.
• Maintain and update CRM data to ensure client records are accurately documented.
• Ensure all plan-related documentation is maintained in accordance with internal procedures and regulatory requirements.
• Participate in team meetings, training, and professional development to stay current on retirement plan administration practices.
• Contribute to internal projects and initiatives as assigned by management.

Marginal Functions

• Support team initiatives and project-based work as required.

Knowledge, Skills, and Abilities

• Strong customer service skills, with a professional and solution-oriented approach
• Excellent written and verbal communication skills
• High attention to detail
• Organizational and time management skills
• Problem solving skills
• Proficiency with Microsoft Office, especially Excel, Word, and Outlook
• Team player mentality, with a collaborative and adaptable approach to supporting broader service goals.

Required Education & Experience

Credential such as ASPPA or NIPA preferred; or willingness to earn one within 12 months.

Physical, Mental, & Communication Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

• Frequently required to sit; occasionally required to stand and walk.
• Specific vision abilities required include close vision, color vision, and ability to adjust focus.
• Frequently required to talk and hear.
• Moderate concentration/intensity, which includes prolonged mental effort.
• Average memory, taking into consideration the amount and type of information.
• Noise level in the work environment is usually moderate.

Environmental Conditions

Indoor, office environment. May occasionally have moderate noise level from printers, or co-workers.

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.