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Plan Manager Jobs in Portland, CT (NOW HIRING)

NFP Corp

Senior Plan Administrator

Windsor, CT · On-site

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Key Responsibilities Plan Administration & Compliance * Be responsible for the full administration ...

Aon

Senior Plan Administrator

Windsor, CT · On-site

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Key Responsibilities Plan Administration & Compliance * Be responsible for the full administration ...

New

NFP Corp

Senior Plan Administrator

Windsor, CT · On-site

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Key Responsibilities Plan Administration & Compliance * Be responsible for the full administration ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

Organize and manage prospect events to educate potential clients about retirement plan options. Client Relationship Management Lead client relationships, working closely with plan sponsors to ...

Life Long Dental Care

Treatment Plan Coordinator

Tolland, CT · On-site

$20.25 - $26.25/hr

Friendly, professional, organized, work with a sense of urgency, and able to manage multiple tasks throughout the day. * Conducts treatment plan consultations with new and existing patients to ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

Client Relationship Management • Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives. • Develop and execute a customized ...

Life Long Dental Care

Treatment Plan Coordinator

Tolland, CT · On-site

$20.25 - $26.25/hr

Friendly, professional, organized, work with a sense of urgency, and able to manage multiple tasks throughout the day. * Conducts treatment plan consultations with new and existing patients to ...

FAVARH

Sr Plan Document Consultant

Hartford, CT · On-site

Successfully manage plan document restatement projects from initiation through completion. * Collaborate with plan sponsors and advisors to design defined contribution plans that align with client ...

Apple Rehab Corporate

MDS Care Plan Coordinator

Hartford, CT · On-site

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... MDS Care Plan Coordinator leads the MDS department, assists in coordinating discharge planning as ...

Apple Rehab Corporate

MDS Care Plan Coordinator

Hartford, CT

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... MDS Care Plan Coordinator Please note: Candidates without prior experience in MDS (minimum data set ...

Apple Rehab

MDS Care Plan Coordinator

Hartford, CT · On-site

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... MDS Care Plan Coordinator Please note: Candidates without prior experience in MDS (minimum data set ...

Apple Rehab

MDS Care Plan Coordinator

Hartford, CT · On-site

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... MDS Care Plan Coordinator Please note: Candidates without prior experience in MDS (minimum data set ...

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Showing results 21-40

All JobsPlan JobsPlan Manager JobsPlan Manager Jobs in Portland, CT

Plan Manager information

See Portland, CT salary details

$28.9K

$63.4K

$114.9K

How much do plan manager jobs pay per year?

As of Aug 19, 2026, the average yearly pay for plan manager in Portland, CT is $63,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,600.00 and $69,900.00 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 cities near Portland, CT are hiring for Plan Manager jobs?

Cities near Portland, CT with the most Plan Manager job openings:

Plan Manager jobs near you
Infographic showing various Plan Manager job openings in Portland, CT as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $63,449 per year, or $30.5 per hour.

Senior Plan Administrator

NFP Corp

Windsor, CT • On-site

Full-time

Medical, Retirement, PTO

Posted 6 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Key Responsibilities
Plan Administration & Compliance
  • Be responsible for the full administration cycle for a block of defined contribution retirement plans
  • Perform non-discrimination and compliance testing, including ADP/ACP, 410(b) coverage, top-heavy, 415 annual addition limit, 401(a)(4) cross-testing and other necessary measurements
  • Calculate and allocate employer contributions
  • Reconcile payroll contributions to determine prior activity aligns with prior instructions and reconcile employee census data to determine current year plan eligibility
  • Review and approve participant distribution and loan requests performed by a centralized, supporting group
  • Review Qualified Domestic Relations Orders (QDROs) and calculate distributions to alternate payees
  • Reconcile trust assets and contributions, interpreting trust financial statements to resolve discrepancies
  • Support plan conversions and takeovers, including coordination with prior TPAs, investment advisors, and clients
  • Interpret plan document provisions to ensure accurate, compliant administration
  • Ensure clients adhere to government filing and regulatory requirements
Government Filings & Regulatory Support
  • Complete, review, and provide audit support for Forms 5500, 5330, 8955-SSA, 1099-R, and related schedules
  • Review and validate work completed by other plan administrators and support staff to ensure accuracy prior to delivery
  • Maintain and expand ERISA compliance and software knowledge in step with evolving regulations and our evolving technology platform capabilities
Client & Relationship Management
  • Serve as the primary point of contact and consultant for an assigned block of clients, guiding plan design and ongoing maintenance to meet their needs
  • Consult with clients on the timely deposit and remittance of deferrals and employer contributions
  • Assist clients in navigating plan sponsor and participant recordkeeping portals
  • Accompany relationship managers to client and participant meetings, contributing to discussion and presentation of plan results
  • Develop effective working relationships with clients, internal teams, and external advisors, recordkeepers, and auditors supporting shared client relationships
  • Identify and surface opportunities for new business development
Analysis & Communication
  • Review, analyze, and summarize plan data in clear, succinct written communication to support Advisors, Consultants, and fellow Plan Administrators
  • Serve as a technical resource for research and plan analysis projects for internal and external clients
Professional Development
  • Align with continuing education requirements and pursue ongoing credentialing
  • Participate in professional organizations and independent study to stay current on ERISA and industry developments
  • Integrate new knowledge and skills into daily work, sharing insights with colleagues as appropriate
Qualifications
Education
Bachelor's degree in business administration, business analytics, mathematical economics, finance, or a related field. Equivalent professional experience will be considered in lieu of a degree.
High school diploma required.
Experience
Three to five years of directly related experience in retirement plan administration and consulting.
Credentialing (one or more preferred):
  • ASPPA: Qualified 401(k) Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401(k) Consultant (QKC), and/or Qualified Pension Administrator (QPA)
  • NIPA: Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA), and/or Accredited Pension Representative (APR)
  • IRS Enrolled Retirement Plan Agent (ERPA)
  • NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC)
Technical Skills
Experience with Stax.ai, FT William, and PensionPro strongly preferred; familiarity with ASC a plus. Strong working knowledge of Microsoft Excel, Outlook, and Teams. High degree of technical and legal knowledge, including familiarity with the Internal Revenue Code and ERISA as they apply to qualified plans.
Skills You'll Use Every Day
  • Communication - effective oral, written, and interpersonal skills; communicates clearly and interactively with team members and support staff
  • Judgment & problem-solving - proven organizational and problem-solving skills, with sound judgment on plan design and compliance matters
  • Client service - demonstrated ability to deliver quality customer service while managing multiple tasks with a high degree of accuracy
  • Ownership - a sense of urgency and commitment to timely, high-quality project completion, balanced with attention to detail and confidentiality
  • Collaboration - ability to work independently and within a team, bringing a positive, proactive, and entrepreneurial mindset

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $75,000 - $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.

Apply