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Retirement Manager Jobs in Washington (NOW HIRING)

United Bank

Retirement Plan Manager

Washington, DC

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment ...

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment ...

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment ...

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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.

How much does a retirement manager make?

A retirement manager's average salary varies by experience and location but typically ranges from $70,000 to $120,000 annually. Senior retirement managers or those in large firms can earn over $150,000, often supplemented with bonuses and benefits. Strong knowledge of retirement plans, financial regulations, and client management skills are essential in this role.

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 or withdrawing around $1,000 monthly can help individuals build or sustain their retirement savings. Retirement managers often advise consistent contributions and careful planning to ensure sufficient income during retirement, considering factors like investment growth and inflation.

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.

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

A Retirement Manager would assess that retiring at 62 with a $400,000 401(k) depends on factors like expected expenses, lifestyle, and other income sources. Generally, $400,000 may provide a modest retirement income, but additional savings or income streams could be necessary to sustain a comfortable retirement at that age.

What is the best career to start at 60?

A retirement manager role involves overseeing retirement plans and financial strategies, which can be suitable for individuals with experience in finance, human resources, or counseling. Starting a career at 60 may require relevant certifications, strong interpersonal skills, and a willingness to learn industry regulations. Experience and knowledge can be valuable assets in this field, making it a viable option for late-career transitions.
What are the most commonly searched types of Retirement jobs in Washington? The most popular types of Retirement jobs in Washington are:
What are popular job titles related to Retirement Manager jobs in Washington? For Retirement Manager jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Retirement Manager jobs in Washington look for? The top searched job categories for Retirement Manager jobs in Washington are:
What cities in Washington are hiring for Retirement Manager jobs? Cities in Washington with the most Retirement Manager job openings:
Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Washington as of July 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Remote job distribution.

Retirement Specialist

Business Management Associates, Inc.

Washington, DC

Full-time

Retirement

Re-posted 19 days ago

Job description

Business Management Associates, Inc. (BMA) Integrating People and Process Through Service, with a strategic emphasis on integrating people and process, and proven, documented project management methodology for internal and external management while maintaining a strategic and financial focus on an organizations most important component ' its people;

"Love Thy Customer; Love Thy Work; Love Thy System"

Business Management Associates (BMA) is seeking a Retirement & Benefits who has federal human capital experience processing benefit enrollment forms and other standard transactions, researching and preparing retirement calculations/estimates, early out/buy programs (VERA/VSIP and experience with (FERS/CSRS) retirement programs.

  • Scheduling and providing general information to employees on standard benefit programs options such as early out/buy out programs (VERA/VSIP); utilizing the agency's payroll and personnel system to provide employees with data such as time until retirement, current cumulative retirement amounts, how retirement systems work (FERS/CSRS); and how the VERA/VSIP affects retirement annuity and
  • Gathering and processing program documents which may include VERA/VSIP applications; retirement actions, incentive actions, and other personnel actions. All processing by CP that may involve a commitment of government funds or determination of an employee's entitlements or rights shall be reviewed by SEC personnel before being finalized.

Qualifications and Requirements

  • Minimum of nine (8) years' of experience with federal retirement programs (FERS/CSRS); optional/special VERA/VSIP programs and disability retirement.
  • Expert knowledge of the Federal Employees Health Benefit (FEHB) program and FEGLI.
  • Experience conducting group information sessions on benefit and retirement programs.
  • Experience with federal human resources terminology, regulations, operations, procedures, requirements, and practices.
  • Must have knowledge of Personnel Pay System (FPPS), Electronic Official Personnel Folder (eOPF), and web-base GRB Assistant System.
  • Must have excellent oral and written communication skills.
  • Must be able to successfully pass a background check and HSPD-12 clearance.

Education Requirements

  • Bachelor's Degree, Master's Degree preferred

At BMA, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religious creed, sex, national origin, ancestry, pregnancy, childbirth, physical disability, mental disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. BMA complies with applicable state and local laws governing nondiscrimination in employment in every location in which BMA has facilities. BMA believes that diversity and inclusion among our employees is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

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