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Retirement Manager Jobs (NOW HIRING)

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 ...

The Senior Manager administers the Retirement Committee, collaborates closely with internal ERISA counsel, and partners with HR leadership, Finance, Legal, and external vendors to strengthen and ...

$100K - $109K/yr

The Manager, Benefits & Retirement is responsible for the overall administration, compliance, and strategic oversight of employee benefit and retirement programs, including health & welfare and ...

Senior Retirement Manager

Fremont, CA · Hybrid

$184K - $230K/yr

The Senior Manager administers the Retirement Committee, collaborates closely with internal ERISA counsel, and partners with HR leadership, Finance, Legal, and external vendors to strengthen and ...

Senior Retirement Manager

San Jose, CA · Hybrid

$184K - $230K/yr

The Senior Manager administers the Retirement Committee, collaborates closely with internal ERISA counsel, and partners with HR leadership, Finance, Legal, and external vendors to strengthen and ...

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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.

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 at least $1,000 per month can help individuals reach their retirement savings goals more efficiently. Retirement managers often advise clients to set consistent savings targets and use financial planning tools to ensure they meet their desired retirement age and lifestyle. Consistent contributions, combined with investment growth, are key to building sufficient retirement funds.

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.

Where do 70 year olds work?

Retirement managers and other professionals often work in roles suited for older adults, such as part-time positions, consulting, or in industries with flexible schedules. Many continue working in fields related to their expertise or pursue volunteer opportunities, depending on health and personal preferences.

What does a retirement manager do?

A retirement manager oversees retirement plans and programs for organizations or clients, ensuring compliance with regulations and managing investment strategies. They analyze financial data, develop retirement solutions, and communicate with stakeholders to meet retirement goals. Strong knowledge of finance, certifications like CFP or CFA, and attention to regulatory details are essential in this role.

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

A Retirement Manager understands that retiring at 62 with a $400,000 401(k) depends on individual expenses, lifestyle, and other income sources. Generally, this amount may be sufficient for some retirees if they have low expenses or additional income, but it might be limited for others expecting a higher standard of living. Proper planning, including withdrawal strategies and understanding required minimum distributions, is essential for a secure retirement at this age and savings level.
More about Retirement Manager jobs
What cities are hiring for Retirement Manager jobs? Cities with the most Retirement Manager job openings:
What are the most commonly searched types of Retirement jobs? The most popular types of Retirement jobs are:
What states have the most Retirement Manager jobs? States with the most job openings for Retirement Manager jobs include:
Infographic showing various Retirement Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, and 7% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
RETIREMENT MANAGER

RETIREMENT MANAGER

TECO

Tampa, FL • On-site

Other

Medical, Dental, Retirement, PTO

Posted 11 days ago


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.