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Retirement Manager Jobs in Minnesota (NOW HIRING)

CBIZ

Retirement Plan Sales Consultant

Minneapolis, MN · Hybrid

The ideal candidate will have a proven track record in retirement plan sales, strong industry ... Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent ...

Aon

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

This role involves independently managing and nurturing established client relationships, primarily ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

NFP Corp

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

This role involves independently managing and nurturing established client relationships, primarily ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

NFP Corp

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

This role involves independently managing and nurturing established client relationships, primarily ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

NFP Corp

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

This role involves independently managing and nurturing established client relationships, primarily ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

UMB Financial

Retirement Client Advisor

Minneapolis, MN · On-site

$141K - $207K/yr

The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... Partners with internal Portfolio Management and Research to fully understand market narrative ...

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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 Minnesota?

The most popular types of Retirement jobs in Minnesota are:

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

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

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

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

What cities in Minnesota are hiring for Retirement Manager jobs?

Cities in Minnesota with the most Retirement Manager job openings:

Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Minnesota as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 2% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Retirement Plan Administration Consultant

Transition Finance Strategies LLC

Maple Grove, MN • On-site

$55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Job Type
Full-time
Description
Retirement Plan Administration Consultant
Maple Grove, MN • 401(k) and Pension
Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge to help employees across the country build financial independence.
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We're proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
That's Where You Come in as a Retirement Plan Administration Consultant
As a Retirement Plan Administration Consultant, you'll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way.
Your Responsibilities Include:
  • Managing a portfolio of 401(k) client relationships as the primary point of contact
  • Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.)
  • Calculating employer contributions and reconciling trust accounts
  • Preparing and filing annual government forms and participant statements
  • Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs
  • Interpreting plan document provisions and recommending improvements
  • Collaborating with clients, advisors, auditors, and other service providers
  • Staying current on retirement plan regulations through continuing education and research
  • Participating in internal process improvement initiatives and team projects

Requirements
  • 2+ years of direct 401(k) plan administration experience, including compliance testing
  • Bachelor's degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics)
  • Strong analytical and organizational skills, with an aptitude for math and accounting
  • Advanced Excel proficiency and working knowledge of Microsoft Word
  • Excellent communication, time management, and client service skills
  • Ability to manage multiple priorities independently and meet deadlines
  • Enthusiasm for professional development and continuous learning
  • Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

Why You'll Love Working Here as a Retirement Plan Administration Consultant
You'll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
  • Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
  • Precision - Accurate records, timely and error-free service
  • Efficacy - Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy - Supporting regulatory changes that benefit employers and employees
  • Collaboration - Trusted partners to clients, advisors, and teammates
  • Excellence - Proactive, personalized, high-touch service in all we do

This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
Salary Description
$55,000+ (based on experience)

Apply