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Remote Retirement Plan Manager Jobs (NOW HIRING)

Mercer Advisors

Retirement Plan Specialist

Denver, CO · On-site +1

The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan ...

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

This position will sit remote but must reside in the greater LA county area*** Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site education for Plan Sponsor ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Most positions are fully remote, which provides work-life balance while working with, and for, your ... The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Most positions are fully remote, which provides work-life balance while working with, and for, your ... The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing ...

Finway Group

Retirement Plan Consultant

Iowa, IA · Remote

$60K - $70K/yr

About The Role The Retirement Plan Consultant is responsible for managing all aspects of ERISA ... Remote location can be offered if not in the Des Moines area EEO The FiNWAY Group is committed to ...

PCS Retirement LLC

Retirement Plan Administrator II

$56K - $70K/yr

Calculates retirement plan contributions and allocations, including Safe Harbor allocations ... Strong attention to detail Remote Work Information For all virtual remote positions, in order to ...

Midlandsb

Retirement Plan Officer/Consultant

Rockford, IL · Remote

$89K - $119K/yr

Retirement Plan Officer/Consultant Salary Range: $89,950 - $119,950+ annually Position Summary ... Service management includes, but is not limited to, ensuring that employers complete all IRS and ...

Empower

Retirement Plan Advisor

Chicago, IL · On-site +1

$72K - $101K/yr

Manage meeting schedule, including travel booking * Create and execute dynamic business plans and ... For remote and hybrid positions you will be required to provide reliable high-speed internet with a ...

Empower

Retirement Plan Advisor

Saint Louis, MO · On-site +1

$72K - $101K/yr

Manage meeting schedule, including travel booking * Create and execute dynamic business plans and ... For remote and hybrid positions you will be required to provide reliable high-speed internet with a ...

Empower

Retirement Plan Advisor

Des Moines, IA · On-site +1

$72K - $101K/yr

Manage meeting schedule, including travel booking * Create and execute dynamic business plans and ... For remote and hybrid positions you will be required to provide reliable high-speed internet with a ...

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Remote Retirement Plan Manager information

What is the difference between Remote Retirement Plan Manager vs Remote Pension Administrator?

AspectRemote Retirement Plan ManagerRemote Pension Administrator
CredentialsCertifications like CEBS, ERPA often preferredSimilar certifications, often the same industry standards
Work EnvironmentRemote, client-focused, financial services firmsRemote, pension plan providers, financial institutions
Industry UsageUsed in retirement plan management, financial advisoryCommon in pension plan administration, benefits management
Job FocusOversees retirement plan operations, compliance, client relationsProcesses pension data, manages participant records, compliance

Both roles involve working remotely within the financial services industry, focusing on retirement and pension plans. While the Retirement Plan Manager emphasizes overseeing plan operations and client management, the Pension Administrator concentrates on processing pension data and maintaining participant records. They share similar credentials and work environments, making them closely related roles in the retirement benefits sector.

What is a Remote Retirement Plan Manager?

A Remote Retirement Plan Manager is a professional responsible for overseeing and administering employer-sponsored retirement plans, such as 401(k) or pension plans, while working from a remote location. Their duties often include ensuring compliance with regulations, managing plan operations, supporting clients with questions, and coordinating with financial advisors or service providers. They utilize technology to manage plan documents, process transactions, and communicate with plan participants and employers. This role requires strong organizational, communication, and analytical skills, as well as knowledge of retirement plan laws and regulations.

What are some common challenges faced by a Remote Retirement Plan Manager and how can they be addressed?

A common challenge for Remote Retirement Plan Managers is ensuring effective communication and collaboration with both clients and internal teams across different time zones. Managing compliance with evolving regulations and keeping up-to-date with industry best practices can also be demanding. To address these challenges, it's important to leverage digital collaboration tools, maintain organized documentation, and engage in ongoing professional development. Regular virtual meetings and clear communication protocols can help build strong relationships and ensure smooth plan administration despite the remote setting.

What are the key skills and qualifications needed to thrive as a Remote Retirement Plan Manager, and why are they important?

To thrive as a Remote Retirement Plan Manager, you need expertise in retirement plan administration, compliance regulations (such as ERISA), and a solid background in finance or related fields, often supported by credentials like the QKA or ASPPA certifications. Proficiency with retirement plan recordkeeping software, payroll systems, and data analysis tools is typically required. Strong communication, attention to detail, and problem-solving skills help you effectively manage client relationships and complex plan issues. These skills and qualities ensure accurate plan management, regulatory compliance, and high client satisfaction in a remote work environment.
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What job categories do people searching Remote Retirement Plan Manager jobs look for? The top searched job categories for Remote Retirement Plan Manager jobs are:
Remote Retirement Plan Manager jobs near you
Infographic showing various Remote Retirement Plan Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 87% Full Time, 11% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
Retirement Plan Specialist

Retirement Plan Specialist

Mercer Advisors

Denver, CO • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs.

Essential Job Functions for this role include:

Service Plan Execution:

o Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery.

o Prepare Fiduciary Plan (Design) Review for meetings and delivery.

o Prepare Provider Review for meetings and delivery.

Advisor Support:

o Plan design and proposal preparation.

o Facilitate and navigate plan changes, including plan design, fund changes, etc.

o Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process.

o Transitioning clients – collaborate with advisors to ensure a seamless transition process.

Client Support:

o Answer inquiries regarding the plan from plan administrators/sponsors and participants.

o Ensure strong client satisfaction and retention from plan administrators/sponsors.

Provider Collaboration:

o Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.

Knowledge, Skills, and Abilities:

Education:

o Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

o Minimum 3 years of financial industry related experience

o Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

o Notary designation a plus

Job Skills:

o Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

o Excellent verbal, written, analytical, and organization skills

o Technical and analytical training and ability to multi-task and manage multiple projects at once

o Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely.

o Results-oriented individual with proven ability to thrive in a fast-paced environment

o High attention to detail and the ability to see things through from concept to implementation

o Proficiency with RPAG, Salesforce and MS Office Suite

o Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones.

All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

Application Deadline: The initial deadline for applications is 6/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$31—$36 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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