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Remote Retirement Plan Manager Jobs (NOW HIRING)

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... of retirement plan transactions effectively. * Extensive Experience in Transaction Processing ... Ability to work independently in a remote environment, managing time effectively, prioritizing ...

Retirement Plan Specialist

Atlanta, GA ยท On-site +1

$65K - $85K/yr

Atlanta, GA (hybrid) or Jacksonville, FL (Remote) Who We Are: At Mutual of America Financial Group ... Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten ...

Retirement Plan Specialist

Los Angeles, CA ยท 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 ...

Retirement Plan Specialist

Providence, RI ยท On-site +1

$65K - $85K/yr

Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...

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 ...

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 ...

Retirement Plan Consultant

Wakefield, MA ยท On-site +1

$65K - $85K/yr

Hybrid or Remote The Purpose of Your Role: The Plan Consultant position offers a retirement plan professional the opportunity to manage a book of clients while supporting their retirement plan ...

Retirement Plan Consultant

Wakefield, MA ยท Remote

$65K - $85K/yr

Hybrid or Remote The Purpose of Your Role: The Plan Consultant position offers a retirement plan professional the opportunity to manage a book of clients while supporting their retirement plan ...

A Retirement Plan Consultant is able to handle client meetings both on video and via phone. This ... Strong attention to detail and the ability to prioritize, manage tasks and meet in conjunction with ...

... management. Our mission is helping people and companies thrive through empowered financial ... fully remote, but onsite attendance at various team events throughout the year is expected ...

Retirement & Pension Plan Manager

Ontario, CA ยท On-site +1

$115 - $130/hr

Remote Canada TRAVEL: 25% Compensation Ranges: $115 - $130 CAD Experience supporting retirement and ... Knowledge of retirement plan compliance and vendor management. * Professional certifications such ...

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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 cities are hiring for Remote Retirement Plan Manager jobs?

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What states have the most Remote Retirement Plan Manager jobs?

States with the most job openings for Remote Retirement Plan Manager jobs include:

Infographic showing various Remote Retirement Plan Manager job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Retirement Plan Specialist

Mutual of America Financial Group

Atlanta, GA โ€ข On-site, Remote

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago


Job description

ย Mutual of America Financial Group

Job Title: Retirement Plan Specialist
Location: Atlanta, GA (hybrid) or Jacksonville, FL (Remote)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Driven to make outbound cold calls into prospective clients
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driverโ€™s license

Preferred Qualifications:

  • Bachelorโ€™s degree
  • Demonstrated cold calling sales ability
  • Knowledge of retirement products (401k and 403b plans)

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.ย  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $65,000 โ€“ $85,000

    Visitย www.mutualofamerica.com/careersย for additional details about life at Mutual of America. You can also follow us onย Twitter:ย @mutualofamerica |ย Facebook:ย @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.