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Retirement Manager Jobs (NOW HIRING)

OneDigital

Retirement Plan Consultant

Auburn Hills, MI · On-site

Client Relationship Management • Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives. • Develop and execute a customized ...

Shepherd Financial

Retirement Plan Consultant

With a focus on accuracy, responsiveness, and strategic guidance, Shepherd Plan Partners adds value by helping employers manage plan complexity and deliver a high-quality retirement benefit to their ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

Client Relationship Management • Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives. • Develop and execute a customized ...

HUB

Retirement Plan Consultant

Pasadena, CA · On-site

$150K - $200K/yr

... management, life and health, employee benefits, investment and wealth management products and ... The Retirement Plan Consultant is a key resource to our governmental and corporate clients seeking ...

FAVARH

Retirement Education Specialist

Portland, OR · On-site

$70K - $88K/yr

As a Retirement Education Specialist, you will support Voya's Retirement Services goals by engaging ... This role partners closely with Voya's relationship management, product, and sales teams, as well ...

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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.
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Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Remote job distribution.
Retirement Plan Administration Manager & Consultant

Retirement Plan Administration Manager & Consultant

Schneider Downs & Co., Inc.

Pittsburgh, PA • 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

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