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Plan Manager Jobs in Texas (NOW HIRING)

HUB International Limited

Plan Document Specialist

Austin, TX · On-site

$75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines ... Contribute to process improvements and standardization of document templates and workflows * Update ...

Corebridgefinancial

Plan Document Administrator

Houston, TX · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About The Role As a Plan Document Administrator, you will be responsible for managing the documentation, design, and compliance of retirement plans (401(k), 403(b), 457(b)). Drafting plan documents ...

Corebridge Financial

Plan Document Administrator

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About The Role As a Plan Document Administrator, you will be responsible for managing the documentation, design, and compliance of retirement plans (401(k), 403(b), 457(b)). Drafting plan documents ...

Sentry Insurance

Retirement Plan Executive

Dallas, TX · On-site

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Proven ability to successfully manage his or her own time and compete for others' time in order to ... Generous Paid-Time Off Plan for you to enjoy time out of the office. * Company vehicle with gas ...

BC&L INC

PLAN DOCUMENT SPECIALIST

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

Work with Account Management, Implementation, and Renewal teams on updating plan documents for new clients and current clients. * Create, update and maintain SBCs for new clients as well as current ...

Corebridgefinancial

Plan Document Analyst

Houston, TX · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role will support the Plan Document Team by processing executed plan documents, assigning and tracking project tasks, managing and answering emails sent to the Team's email, and providing ...

Corebridge Financial

Plan Document Analyst

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role will support the Plan Document Team by processing executed plan documents, assigning and tracking project tasks, managing and answering emails sent to the Team's email, and providing ...

City of Houston, TX

SENIOR PLAN ANALYST (Electrical)

Houston, TX · On-site

$2.5K - $2.7K/wk

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Houston Permitting Center/Plan Review Reporting Location: 1002 Washington Avenue, Floor 3 Workdays ... This is a Department of Houston Public Works Emergency Management position at the Tier III Level.

Vestwell

Senior Specialist, Plan Design

Austin, TX

Plan Design Consultation : Collaborate with Plan Sponsors to create optimal defined contribution ... Project Management: Design and manage workflows for novel and recurring large-scale document ...

Franklintempleton

$150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a forward thinking asset manager, we build dynamic relationships with clients, understand their ... The Retirement Plan Director generates sales and retains assets for Franklin Templeton within the ...

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All JobsPlan JobsPlan Manager JobsPlan Manager Jobs in Texas

Plan Manager information

See Texas salary details

$26.6K

$58.4K

$105.7K

How much do plan manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for plan manager in Texas is $58,378.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $64,300.00 per year, depending on experience, location, and employer.

What is a plan manager?

Plan Managers are professionals who assist individuals, particularly those on the National Disability Insurance Scheme (NDIS) in Australia, with managing their funding and finances. They help handle the administrative tasks of paying service providers, tracking budgets, and ensuring compliance with NDIS guidelines. By working with a Plan Manager, participants can have greater choice and control over their supports without having to manage all the paperwork themselves. Plan Managers also provide financial reports and advice to help participants make the most of their funding.

How does a plan manager typically collaborate with other departments to ensure seamless execution of projects?

Plan Managers frequently work cross-functionally, coordinating with teams such as operations, finance, and project management to align timelines, resources, and deliverables. Effective communication and stakeholder management are key, as Plan Managers often facilitate meetings, share progress updates, and resolve any interdepartmental challenges. This collaborative approach helps ensure that project objectives are met on schedule and within budget, while also fostering a unified organizational effort.

What are the key skills and qualifications needed to thrive as a plan manager, and why are they important?

To thrive as a Plan Manager, you need strong organizational skills, financial acumen, and a solid understanding of compliance requirements, often supported by experience in administration or case management. Familiarity with plan management software, budgeting tools, and knowledge of relevant regulations (such as NDIS guidelines in Australia) is typically required. Excellent communication, problem-solving abilities, and attention to detail help build trust with clients and ensure accurate handling of funds. These skills are crucial for effectively managing client plans, ensuring compliance, and delivering high-quality support services.

What is the difference between Plan Manager vs Project Coordinator?

AspectPlan ManagerProject Coordinator
CredentialsTypically requires relevant industry certifications or experience in planning and managementOften requires basic project management or administrative certifications
Work EnvironmentWorks in planning, overseeing project timelines, budgets, and resourcesSupports project teams with scheduling, communication, and administrative tasks
Employer & Industry UsageCommon in construction, healthcare, and government sectorsUsed across various industries for supporting project execution

The main difference is that a Plan Manager focuses on strategic planning, resource allocation, and overseeing project progress, while a Project Coordinator handles day-to-day administrative tasks and supports project teams. The Plan Manager has a broader scope in project oversight, whereas the Project Coordinator is more involved in execution support.

What are the duties of a plan manager?

A plan manager is responsible for developing, implementing, and monitoring project or program plans to ensure objectives are met on time and within budget. They coordinate resources, communicate with stakeholders, and use project management tools to track progress and address issues. Strong organizational, communication, and leadership skills are essential for this role.

What can a plan manager do?

A plan manager oversees the administration and coordination of a specific plan, such as a superannuation or insurance plan. They handle tasks like managing compliance, processing claims, communicating with members, and ensuring the plan operates according to regulations, often using specialized software and requiring relevant certifications.

What are the most commonly searched types of Plan jobs in Texas?

The most popular types of Plan jobs in Texas are:

What cities in Texas are hiring for Plan Manager jobs?

Cities in Texas with the most Plan Manager job openings:

Plan Manager jobs near you
Infographic showing various Plan Manager job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $58,378 per year, or $28.1 per hour.

Plan Document Specialist

HUB International Limited

Austin, TX • On-site

$75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

166th of 310 rated insurance

Job description

Job Title: Plan Document Specialist
Location: (Hybrid)
Compensation: $75,000 plus yearly 6% discretionary bonus (non-exempt $36.06 per hour)
Department: Operations
Reports To: ERISA Governance Director
Job Type: Full-Time
Hours: 8:00am-5:00pm Monday-Friday
About Us:
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
Job Purpose:
The Plan Document Specialist is responsible for the preparation, review, and maintenance of retirement plan documents for ERISA-covered 401(k) and 403(b) plans, non-ERISA 403(b) plans (including church plans), 457(b) plans, and governmental plans. This role ensures compliance with IRS, DOL, and ERISA regulations through timely document restatements, amendments, SPD updates, and participant notices. The position supports the compliance team during annual testing and filing seasons.
We are the perfect fit if you:
  • Enjoy team collaboration
  • Thrive in a healthy company culture that recognizes success
  • Want to learn and grow your current skill set
  • Are seeking a progressive work environment at a rapidly growing organization
  • Have a desire to help others protect their future
  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Duties and responsibilities:
  • Draft, review, and maintain plan documents, adoption agreements, and amendments for 401(k), 403(b), 457(b), and governmental retirement plans
  • Prepare and update Summary Plan Descriptions (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements
  • Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0)
  • Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures
  • Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices
  • Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements
  • Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review
  • Monitor regulatory and legislative changes affecting plan document language and compliance deadlines
  • Support the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms
  • Coordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions
  • Assist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS)
  • Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines
  • Contribute to process improvements and standardization of document templates and workflows
  • Update internal recordkeeping systems and plan administration software to reflect current plan design provisions
  • Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors

Required Qualifications
  • Proven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and/or governmental plans
  • Strong working knowledge of ERISA, IRS, and DOL regulations as they relate to plan document compliance
  • Direct experience with plan restatements, amendments, and SPD preparation
  • Familiarity with both ERISA-covered and non-ERISA plans, including church plans
  • Understanding of legislative changes and their impact on plan documents (e.g., SECURE Act, SECURE 2.0, CARES Act)
  • Experience with IRS pre-approved and individually designed plan documents
  • High attention to detail with the ability to interpret complex regulatory language
  • Strong organizational and time-management skills with the ability to manage multiple deadlines
  • Proficiency with Microsoft Office (Word and Excel preferred)
  • Clear written and verbal communication skills

Preferred Qualifications
  • 3-5 years of experience in retirement plan document drafting or retirement plan administration
  • Experience working with a TPA, recordkeeper, benefits firm, or law firm specializing in employee benefits
  • Familiarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar)

Skills and Knowledge:
  • Regulatory compliance
  • Deadline-driven reporting
  • Analytical problem-solving
  • Clear written and verbal communication
  • Confidentiality and professionalism

Featured Benefits:
  • $75,000 per year
  • 6% yearly discretionary bonus
  • Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
  • Monday-Friday (8am-5pm)
  • 2 weeks of vacation, sick leave, personal days, and floating holiday's
  • Hybrid schedule after successful training period

Travel:
  • No travel required

Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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