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Retirement Manager Jobs in Michigan (NOW HIRING)

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a ... Manage ongoing premium-payment notices so firms have clear expectations on every future payment ...

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... Positive Self-Starter You have an upbeat, persistent style and the ability to cold call, manage ...

Kitchen Manager

Honor, MI · On-site

$18/hr

In celebration of an upcoming retirement, we are now accepting applications for our kitchen manager position at Nottingham Place in Midland. Planning, shopping, and executing batch cooking for 20 ...

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Retirement Manager information

What is a retirement manager?

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?

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 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.

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 the most commonly searched types of Retirement jobs in Michigan?

The most popular types of Retirement jobs in Michigan are:

What are popular job titles related to Retirement Manager jobs in Michigan?

For Retirement Manager jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Retirement Manager jobs in Michigan look for?

The top searched job categories for Retirement Manager jobs in Michigan are:

What cities in Michigan are hiring for Retirement Manager jobs?

Cities in Michigan with the most Retirement Manager job openings:

Infographic showing various Retirement Manager job openings in Michigan as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Retirement Plan Administrator

Korhorn Financial Group Inc

Edwardsburg, MI • On-site

Full-time

Re-posted 12 days ago


Job description

Retirement Plan Administrator

Department: Wealth Management

Reports To: Retirement Plan Department Leader


Position Mission Statement

To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service. To build trust with retirement plan clients and team members, and add referable value in KFG’s relationship with its retirement plan clients.

Responsibilities and Tasks

  • Retirement plans maintained in a manner that meets all applicable regulatory requirements
  • Coordinate, educate, and serve retirement plan sponsors and retirement plan participants of Korhorn Financial Group, Inc.
  • Schedule Meetings
  • Manage Service Calendar
  • Maintain Processes
  • Oversee New Plan Onboarding
  • Provide Client Service
  • Initiate and manage the Follow Up Process after client meetings and/or by client request
  • Provide service to existing retirement plan sponsors and their participants
  • Assist Implementation and retirement plan sales with new plan onboarding
  • Quarterly billing, including billing audit, for retirement plans
  • Stay current on Department of Labor, ERISA, and FINRA rules and regulations
  • Assist in Employee Education Sessions
  • Develop and update processes and procedures for the Retirement Plans Department
  • Perform other duties as required.

Required Skills and Abilities

  • Strong written and verbal communication skills
  • Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, fi360, eMoney and Morningstar)
  • Above average math skills and analytical abilities
  • Must have a desire to pursue professional development, licenses, and designations
    1. AIF®
    2. CRPS
  • Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload
  • Must be a team player and able to collaborate with team members and financial professionals from other firms
  • Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face
  • History of prudent management in personal finances
  • Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry

Education and Experience

  • Bachelor’s degree from an accredited college or university preferred
  • Two to three years of financial industry experience preferred
  • Two to three years Retirement Plans industry experience
  • Series 65 Highly Preferred