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Retirement Manager Jobs (NOW HIRING)

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration ... Vendor & Partner Management Collaborate with external vendors, recordkeepers, and consultants to ...

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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.

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 at least $1,000 per month can help individuals reach their retirement savings goals more efficiently. Retirement managers often advise clients to set consistent savings targets and use financial planning tools to ensure they meet their desired retirement age and lifestyle. Consistent contributions, combined with investment growth, are key to building sufficient retirement funds.

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.

Where do 70 year olds work?

Retirement managers and other professionals often work in roles suited for older adults, such as part-time positions, consulting, or in industries with flexible schedules. Many continue working in fields related to their expertise or pursue volunteer opportunities, depending on health and personal preferences.

What does a retirement manager do?

A retirement manager oversees retirement plans and programs for organizations or clients, ensuring compliance with regulations and managing investment strategies. They analyze financial data, develop retirement solutions, and communicate with stakeholders to meet retirement goals. Strong knowledge of finance, certifications like CFP or CFA, and attention to regulatory details are essential in this role.

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

A Retirement Manager understands that retiring at 62 with a $400,000 401(k) depends on individual expenses, lifestyle, and other income sources. Generally, this amount may be sufficient for some retirees if they have low expenses or additional income, but it might be limited for others expecting a higher standard of living. Proper planning, including withdrawal strategies and understanding required minimum distributions, is essential for a secure retirement at this age and savings level.
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Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, and 7% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
Retirement Specialist

Retirement Specialist

Business Management Associates, Inc.

Washington, DC

Full-time

Retirement

Posted 3 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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