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Retirement Manager Jobs in Ohio (NOW HIRING)

Goodyear

Senior Retirement Benefits Lead

Akron, OH · On-site +1

It involves managing vendor relationships, financial forecasting, and serving as the primary advisor for unionized populations during collective bargaining. Additionally, the position requires ...

Express

Benefit & Retirement Specialist

Columbus, OH

Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...

Express

Benefit & Retirement Specialist

Columbus, OH · On-site

Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...

Express

Benefit & Retirement Specialist

Columbus, OH

Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...

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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 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 are the most commonly searched types of Retirement jobs in Ohio? The most popular types of Retirement jobs in Ohio are:
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 Manager jobs near you
Infographic showing various Retirement Manager job openings in Ohio as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Senior Account Manager | Retirement Plan Administrator

Myers and Stauffer

North Canton, OH • Hybrid

Other

Retirement

Re-posted 18 days ago

Job description

#LI-JSS #LI-Hybrid

Minimum Qualifications

  • High School Diploma or GED  
  • At least five years of professional, retirement plan administration, and compliance experience
  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
  • Possesses expert knowledge of pertinent laws, regulations, and professional standards
  • Expert use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Experience in coaching and teaching others 
  • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly 
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

Essential Functions and Primary Duties

  • Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
  • Perform all required Compliance Testing and related items
  • Reconciles assets, prepare Form 5500 and all schedules
  • Preparation of necessary allocations for Employer contributions and  calculations such as required minimum distributions and Qualified Domestic Relations Orders
  • Respond to Plan sponsors in a professional and timely manner concerning issues or questions
  • Promote client retention and identify opportunities to build existing relationships through timely service quality
  • Resolve complex situations or requests
  • Achieve service goals established by department
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 5+ years of retirement plan administration or compliance experience
  • Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
  • Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
  • Experience reviewing or auditing the work of others for accuracy and compliance
  • Familiarity with FT William software used for 5500 and compliance
  • Proficiency with retirement plan administration systems and Microsoft Excel
  • QKA, QPA ASPPA credentials, or progress toward certification

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