As the Retirement Plan Administration Manager & Consultant , you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality ...
As the Retirement Plan Administration Manager & Consultant , you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality ...
US Retirement Consultant
Solon, OH · On-site
Independently manage and resolve complex escalations end-to-end from internal and external ... Minimum 8 years' experience in retirement plan administration, actuary, benefits, HR, or related ...
US Retirement Consultant
Solon, OH · On-site
Independently manage and resolve complex escalations end-to-end from internal and external ... Minimum 8 years' experience in retirement plan administration, actuary, benefits, HR, or related ...
US Retirement Consultant
Solon, OH · Hybrid
Independently manage and resolve complex escalations end-to-end from internal and external ... Lead complex data reviews and clean-up initiatives including Pension to Retirement Contribution and ...
US Retirement Consultant
Solon, OH · Hybrid
Independently manage and resolve complex escalations end-to-end from internal and external ... Lead complex data reviews and clean-up initiatives including Pension to Retirement Contribution and ...
We are looking for an experienced individual to help manage and support our retirement team practice. This person works well with others, is accountable, honest, detail oriented, and eager to achieve ...
We are looking for an experienced individual to help manage and support our retirement team practice. This person works well with others, is accountable, honest, detail oriented, and eager to achieve ...
We are looking for an experienced individual to help manage and support our retirement team practice. This person works well with others, is accountable, honest, detail oriented, and eager to achieve ...
We are looking for an experienced individual to help manage and support our retirement team practice. This person works well with others, is accountable, honest, detail oriented, and eager to achieve ...
Manager of Retirement Services
Columbus, OH · On-site
$108K - $108K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
Columbus, OH · On-site
$108K - $108K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
$102.76 - $137.02/hr
## Senior Manager, Germany Retirement Content MarketingApplylocations: Kronberg Officetime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2026 (30+ days left to apply)job ...
$102.76 - $137.02/hr
## Senior Manager, Germany Retirement Content MarketingApplylocations: Kronberg Officetime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2026 (30+ days left to apply)job ...
Global Retirement Analyst
Radnor, OH · On-site
Partner with Manager and Global Rewards to translate data into actionable insights that inform plan design and broader global strategy * Support budgeting and longer-term retirement strategy through ...
Global Retirement Analyst
Radnor, OH · On-site
Partner with Manager and Global Rewards to translate data into actionable insights that inform plan design and broader global strategy * Support budgeting and longer-term retirement strategy through ...
Senior Retirement Analyst
Cincinnati, OH · On-site
$70K - $92K/yr
Administers daily processing for all the Company's retirement qualified and non-qualified ... Manager on a regular basis. Responsibilities What you will do: * Works with vendors and internal ...
Senior Retirement Analyst
Cincinnati, OH · On-site
$70K - $92K/yr
Administers daily processing for all the Company's retirement qualified and non-qualified ... Manager on a regular basis. Responsibilities What you will do: * Works with vendors and internal ...
At least six years of professional, retirement plan administration and compliance experience, including managing a book of business * Possesses comprehensive knowledge of industry and professional ...
At least six years of professional, retirement plan administration and compliance experience, including managing a book of business * Possesses comprehensive knowledge of industry and professional ...
Retirement Services Representative
Columbus, OH · On-site
$20 - $22/hr
The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ... Ability to multi-task and manage time effectively. * Ability to establish and maintain positive ...
Quick apply
Retirement Services Representative
Columbus, OH · On-site
$20 - $22/hr
The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ... Ability to multi-task and manage time effectively. * Ability to establish and maintain positive ...
... Retirement Plan Services ... The role reports to the Regional Manager and focuses on internal review of compliance testing, and ...
... Retirement Plan Services ... The role reports to the Regional Manager and focuses on internal review of compliance testing, and ...
Senior Retirement Analyst
Cincinnati, OH · On-site
$70K - $92K/yr
Administers daily processing for all the Company's retirement qualified and non-qualified ... Manager on a regular basis. What you will do: * Works with vendors and internal resources to ...
Senior Retirement Analyst
Cincinnati, OH · On-site
$70K - $92K/yr
Administers daily processing for all the Company's retirement qualified and non-qualified ... Manager on a regular basis. What you will do: * Works with vendors and internal resources to ...
At least six years of professional, retirement plan administration and compliance experience, including managing a book of business * Possesses comprehensive knowledge of industry and professional ...
At least six years of professional, retirement plan administration and compliance experience, including managing a book of business * Possesses comprehensive knowledge of industry and professional ...
Senior Retirement Analyst
$70K - $92K/yr
Administers daily processing for all the Company's retirement qualified and non-qualified ... Manager on a regular basis.Responsibilities What you will do: * Works with vendors and internal ...
Senior Retirement Analyst
$70K - $92K/yr
Administers daily processing for all the Company's retirement qualified and non-qualified ... Manager on a regular basis.Responsibilities What you will do: * Works with vendors and internal ...
At least five years of professional, retirement plan administration, and compliance experience * Possesses advanced knowledge and understanding of industry and professional concepts, principles ...
At least five years of professional, retirement plan administration, and compliance experience * Possesses advanced knowledge and understanding of industry and professional concepts, principles ...
Proficiency with retirement plan administration systems and Microsoft Excel * QKA, QPA ASPPA credentials, or progress toward certification Qualifications Minimum Qualifications * High School Diploma ...
Proficiency with retirement plan administration systems and Microsoft Excel * QKA, QPA ASPPA credentials, or progress toward certification Qualifications Minimum Qualifications * High School Diploma ...
Senior Retirement Benefits Lead
Akron, OH · On-site
It involves managing vendor relationships, financial forecasting, and serving as the primary advisor for unionized populations during collective bargaining. Additionally, the position requires ...
Senior Retirement Benefits Lead
Akron, OH · On-site
It involves managing vendor relationships, financial forecasting, and serving as the primary advisor for unionized populations during collective bargaining. Additionally, the position requires ...
Retirement Manager information
What is the difference between Retirement Manager vs Retirement Advisor?
| Aspect | Retirement Manager | Retirement Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or CFP® | CFP, ChFC, or similar financial planning certifications |
| Work Environment | Financial institutions, retirement plan providers | Financial advisory firms, independent practices |
| Employer & Industry | Employers managing retirement plans or funds | Clients 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 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.
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What are popular job titles related to Retirement Manager jobs in Ohio? For Retirement Manager jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Retirement Manager jobs in Ohio look for? The top searched job categories for Retirement Manager jobs in Ohio are:
What cities in Ohio are hiring for Retirement Manager jobs? Cities in Ohio with the most Retirement Manager job openings:
Retirement Plan Administration Manager & Consultant
Columbus, OH • On-site
Other
Re-posted 7 days ago
Job description
As the Retirement Plan Administration Manager & Consultant, you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality plan administration, compliance oversight, and consulting support. In this role, you will manage day-to-day administration for assigned plans, review compliance testing and government filings, interpret plan provisions, support year-end and audit processes, and collaborate with plan sponsors, advisors, auditors, and other service providers to ensure accurate and timely service.
WHAT YOU'LL DO
- Manage a portfolio of qualified retirement plan third-party administration client relationships as the primary point of contact
- Oversee all aspects of administration for an assigned block of retirement plans
- Consult with plan sponsors and advisors on plan-related matters and operational issues
- Interpret plan document provisions and recommend plan design or administrative improvements
- Collaborate with clients, advisors, auditors, and other service providers to resolve issues and support plan administration
- Review annual compliance testing, including coverage, nondiscrimination, and top-heavy testing
- Review employer contributions and reconcile trust accounts
- Review annual government filings, participant statements, and related regulatory reporting
- Review plan transactions, including loans, distributions, required minimum distributions (RMDs), and Qualified Domestic Relations Order (QDROs)
- Conduct census reconciliation by requesting missing information, clarifying discrepancies, and ensuring complete and accurate data
- Identify and resolve trust accounting discrepancies, including missing contributions, incorrect amounts, and misapplied payments
- Support year-end activities, including force-out packages and required minimum distributions for eligible participants
- Assist auditors and clients with data requests and audit support activities
- Participate in process improvement initiatives, team projects, and ongoing professional development
- Stay current on retirement plan regulations through continuing education and research
About Schneider Downs & Co.
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Pittsburgh, PA, US
Year founded
1956