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TECO

RETIREMENT MANAGER

Tampa, FL · On-site

RETIREMENT MANAGER Company: Tampa Electric Company State and City: Florida - Tampa Shift: 8 Hr. X 5 Days The Retirement Manager is responsible for the strategy and executing of the retirement plan ...

City of Roanoke, Virginia

Retirement Manager

Roanoke, VA · On-site

$94K - $150K/yr

Description The City of Roanoke is seeking a Retirement System Manager to provides oversight of retirement programs and system. The successful candidate will be responsible for financial reporting ...

Marmon

Reporting to the Retirement Manager, this role is accountable for end-to-end administration of the Canadian retirement plans along with support for projects related to employee experience ...

Tate

Senior Payroll and Retirement Manager

Columbia, MD · On-site

$115K - $130K/yr

About the Role The Senior Payroll & Retirement Manager is a key leader responsible for delivering accurate, compliant, and scalable payroll and retirement operations within a complex, multi-state ...

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration ... Vendor & Partner Management Collaborate with external vendors, recordkeepers, and consultants to ...

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration ... Vendor & Partner Management Collaborate with external vendors, recordkeepers, and consultants to ...

Lincoln Financial

Retirement Consultant

Dallas, TX · On-site +1

$80K - $100K/yr

Support Relationship Management with retention efforts and look for opportunities to promote other ... Retirement Plans that aligns with the specific responsibilities Lives in Dallas, Houston or ...

Manulife

Retirement Consultant

Boston, MA · On-site

The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture ... Detail-oriented with strong prioritization and time management * Influences decisions and drives ...

Lincoln Financial

Retirement Consultant

Dallas, TX · On-site

$80K - $100K/yr

Support Relationship Management with retention efforts and look for opportunities to promote other ... retirement goals What we're looking for Must-haves: • 1 - 3+ Years' experience in Retirement ...

Lincoln Financial

Retirement Consultant

Dallas, TX · On-site +1

$80K - $100K/yr

Support Relationship Management with retention efforts and look for opportunities to promote other ... retirement goals What we're looking for Must-haves: • 1 - 3+ Years' experience in Retirement ...

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Retirement Manager information

What is the difference between Retirement Manager vs Retirement Advisor?

AspectRetirement ManagerRetirement Advisor
CredentialsCertifications like CFP, CFA, or CFP®CFP, ChFC, or similar financial planning certifications
Work EnvironmentFinancial institutions, retirement plan providersFinancial advisory firms, independent practices
Employer & IndustryEmployers managing retirement plans or fundsClients seeking retirement planning advice

While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.

What are Retirement Managers?

Retirement Managers are professionals who help individuals and organizations plan, manage, and oversee retirement plans and savings. They provide guidance on retirement strategy, investment options, and regulatory compliance to ensure clients achieve their financial goals for retirement. Retirement Managers may work for financial institutions, corporations, or as independent advisors, and they often assist with pension plans, 401(k)s, IRAs, and other retirement accounts. Their expertise helps clients maximize their retirement income and navigate complex retirement regulations.

How much does a retirement manager make?

A retirement manager's average salary varies by experience and location but typically ranges from $70,000 to $120,000 annually. Senior retirement managers or those in large firms can earn over $150,000, often supplemented with bonuses and benefits. Strong knowledge of retirement plans, financial regulations, and client management skills are essential in this role.

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

To thrive as a Retirement Manager, you need expertise in retirement planning, financial analysis, and regulatory compliance, typically supported by a degree in finance or business and relevant experience. Familiarity with retirement plan administration software, compliance systems, and certifications such as CRPS or CEBS is highly valued. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex concepts clearly help Retirement Managers build strong client relationships and trust. These skills ensure effective plan management, regulatory adherence, and positive financial outcomes for clients.

What is the $1000 a month rule for retirement?

The $1,000 a month rule is a guideline suggesting that saving or withdrawing around $1,000 monthly can help individuals build or sustain their retirement savings. Retirement managers often advise consistent contributions and careful planning to ensure sufficient income during retirement, considering factors like investment growth and inflation.

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

Retirement Managers often encounter challenges such as navigating complex and ever-changing regulations, managing diverse retirement plan offerings, and effectively communicating plan options to employees. Staying current with compliance requirements and collaborating closely with legal and HR teams is crucial. Additionally, developing clear communication materials and hosting informational sessions can help address participant questions and ensure employees make informed decisions about their retirement benefits.

Can I retire at 62 with 400,000 in 401k?

A Retirement Manager would assess that retiring at 62 with a $400,000 401(k) depends on factors like expected expenses, lifestyle, and other income sources. Generally, $400,000 may provide a modest retirement income, but additional savings or income streams could be necessary to sustain a comfortable retirement at that age.

What is the best career to start at 60?

A retirement manager role involves overseeing retirement plans and financial strategies, which can be suitable for individuals with experience in finance, human resources, or counseling. Starting a career at 60 may require relevant certifications, strong interpersonal skills, and a willingness to learn industry regulations. Experience and knowledge can be valuable assets in this field, making it a viable option for late-career transitions.
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What states have the most Retirement Manager jobs? States with the most job openings for Retirement Manager jobs include:
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Infographic showing various Retirement Manager job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Remote job distribution.
RETIREMENT MANAGER

RETIREMENT MANAGER

TECO

Tampa, FL • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted yesterday

Job description

Title: RETIREMENT MANAGER
Company: Tampa Electric Company
State and City: Florida - Tampa
Shift: 8 Hr. X 5 Days
The Retirement Manager is responsible for the strategy and executing of the retirement plan design, interpretation, recommendation and implementation of the qualified and non-qualified retirement plans to include defined benefit and defined contribution plan. Ensures compliance with ERISA, IRS and DOL regulations. Works closely with the financial reporting and forecasting finance teams and is a working staff member of the Benefits Committee. Responsible for relationships with outside vendors including record keepers, administrators, actuaries, attorneys, consultants, trustees and other external professionals.
PRIMARY DUTIES AND RESPONSIBILITIES
  1. Executes the strategy as defined by leadership, and is responsible for the administration, analysis, design and interpretation, recommendation and implementation of qualified retirement plans. Monitors and identifies trends in changing policies, legislation and the marketplace in the qualified retirement plan arena and develops strategies to address these issues. Ensures retirement benefits align with corporate goals and objectives, as well as meeting financial objectives.

  1. Responsible for all operational aspects of the qualified retirement plans and supplemental executive retirement plans. Ensures the plans' operations and documentation comply with applicable regulations.

  1. Serve as the business owner for SOX controls related to the retirement plans and pension accounting.

  1. Negotiates contracts for professional services through the RFP process. Ensures accuracy and integrity of employee records.

  1. Leads projects such as implementation of new benefit plans, vendor transitions and retirement windows. Collaborates with HRIS and IT partners as needed for ERP systems updates. Provides sign off on year-end activities related to retirement contribution limits and other payroll elements that affect the retirement plans recordkeeping accuracy.

  1. Prepares and reviews correspondence and presentations explaining the provisions of ERISA and IRS rules and regulations. Available as a resource to employees regarding retirement benefits.

  1. Reviews financial reporting, as well as governmental reporting and disclosures; collaborates with Corporate Accounting on actuarial analysis and funding. Ensures accurate financial reporting and forecasting of payroll liabilities and tax reporting. Leads the data collection and associated documentation in preparation for the Form 5500 and other compliance work.

  1. Leads the due diligence associated with the review of retirement plans as part of corporate merger and acquisition or divestiture activities. Responsible for planning and coordination of activities involved in merging qualified retirement plans. Acts as liaison, as needed, between TECO Energy service providers and prior plan service providers, reviews prior plan features with legal counsel, oversees transfer of data from prior plan, and handles various employee communications and problem resolution. (As needed)

  1. Recommends and implements process improvements to ensure the highest level of efficiency and compliance. Continuously monitors the processes in place to ensure accuracy of administration vis a vis the plan documents.

  1. Staff members on the Benefits Committee assist in the execution of requests for information or other matters from the committee. May present to the committee as needed as the subject matter expert.

QUALIFICATIONS
Education:
Required: Bachelor's degree in Math, Finance, Accounting, Business Administration or related field required.
Certifications:
Preferred: S/PHR, Certified Employee Benefits Specialist (CEBS), Certified Benefits Professional (CBP) or related professional designation preferred, but not required.
Experience:
  • Seven (7) years of analysis or financial management experience, retirement (defined benefits and defined contribution) administration management and three (3) years of managing relationships and contracts with 3rd party vendors, agencies and compliance related activities required.

Knowledge/Skills/Abilities:
  • Demonstrated ability to analyze and interpret laws and regulations, to accumulate and analyze data, prepare comprehensive reports, speak and write effectively and work with minimal direction.
  • Pension and postretirement benefit accounting (ASC 715) knowledge preferred but not required.

#LI-SC1
TECO offers a competitive Benefits package!!
Competitive Salary *401k Savings plan w/ company matching * Pension plan * Paid time off* Paid Holiday time * Medical, Prescription Drug, & Dental Coverage *Tuition Assistance Program * Employee Assistance Program * Wellness Programs * On-site Fitness Centers * Bonus Plan and more!
STORM DUTY REQUIREMENTS....Please make sure to read below!!! Responding to storms will be considered a condition of employment.
TECO Energy and its companies serve a role in providing critical services to our community during an emergency. Team members are required to participate in the response/recovery activities related to emergencies/disasters to maintain service to our TECO Energy customers. Team members are required to work in their normal job duties or other assigned activities. Proper compensation will be made in accordance with the company's rules and procedures.
TECO Energy is proud to be an Equal Opportunity Employer.
TECO Energy is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law, except where physical or mental abilities are a bona fide occupational requirement and the individual is unable to perform the essential functions of the position with reasonable accommodations.
In order to provide equal employment and advancement opportunities for all individuals, employment decisions at TECO Energy will be based on skills, knowledge, qualifications and abilities.
Pay Transparency Non-Discrimination Statement
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
ADA policy
It is the policy of TECO Energy to provide reasonable accommodation for all qualified disabled individuals who are employees and applicants for employment, unless it would cause undue hardship. The corporation will adhere to applicable federal and state laws, regulations and guidelines, including, but not limited to the Americans with Disabilities Act (ADA) of 1990 and section 503 and 504 of the Rehabilitation Act of 1970s.
Application accommodations
Applicants may request reasonable accommodation in the application process five business days prior to the time accommodation is needed.
Pre-employment physical exams may be required for positions with bona fide job-related physical requirements regardless of disability.

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