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Retirement Manager Jobs (NOW HIRING)

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Definiti is a national retirement services company that helps clients manage and administer their ... The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing ...

FAVARH

Retirement Education Specialist

Seattle, WA

$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 ...

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ...

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 ...

City of Fresno

Retirement Benefits Manager

Fresno, CA · On-site

$110K - $156K/yr

The Retirement Benefits Manager, plans, organizes, and manages the activities of the Retirement Benefits Section in the Retirement Administration Office, including specialized pension benefit ...

Midlandsb

Retirement Plan Officer/Consultant

Rockford, IL · Remote

$89K - $119K/yr

Retirement Plan Officer/Consultant Salary Range: $89,950 - $119,950+ annually Position Summary ... Service management includes, but is not limited to, ensuring that employers complete all IRS and ...

IMA Financial Group

Retirement Plan Manager

Wichita, KS · On-site

$15 - $18.50/hr

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary ...

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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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What job categories do people searching Retirement Manager jobs look for? The top searched job categories for Retirement Manager jobs are:
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 Consultant

Retirement Plan Consultant

Definiti

Erie, PA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

Job Type
Full-time
Description
Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You'll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.
Purpose of position
The Retirement Plan Consultant (RPC) will utilize strong consultative skills to establish and maintain trusted relationships with clients, ensuring their needs are fully addressed and expectations met. The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing primarily on small and less complex plans. This role requires the ability to convey complex information clearly and effectively, ensuring clients understand their options and the solutions provided.
Primary Duties and Responsibilities
  • Review, interpret, and advise on Plan Documents, Amendments, Notices, and Summary Plan Descriptions.
  • Manage relationships and consult with clients to oversee annual administration and special projects, as outlined in the scope of services.
  • Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored solutions that help clients maintain their qualified plans.
  • Analyze plan provisions and census data to determine eligibility, key/highly compensated employees, and input relevant data.
  • Perform contribution allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing, New Comparability, and income allocations for unincorporated businesses.
  • Conduct ADP/ACP, Coverage, Top Heavy, Non-discrimination, and other Compliance Testing, including corrective actions for failed tests and projected testing.
  • Prepare and reconcile trust accounting records.
  • Prepare Valuation and Compliance Reports.
  • Handle government form preparation, including Form 5500, Form 8955-SSA, & Form 5330
  • Provide audit support for large plans.
  • Conduct annual administration reviews with Plan Sponsors and Advisor, as needed.
  • Complete plan specifications with recordkeepers when changes are made to plan provisions.
  • Continuously expand expertise and stay informed on relevant regulations.
  • Assist with other plan administration inquiries as required.
  • Actively contribute to the development and enhancement of processes and procedures, valuing creativity and innovation.

Requirements
Competencies Required
  • Exhibit strong consultative abilities to guide decision-making and problem-solving.
  • Demonstrate exceptional attention to detail and highly developed organizational skills.
  • Display excellence in both written and verbal communication.
  • Prioritize time management to meet deadlines and maintain project timelines.
  • Maintain a professional and positive demeanor when interacting with colleagues.
  • Ensure timely follow-up on outstanding items with internal teams.
  • Proficient in reconciliation processes to ensure accuracy and integrity of data.
  • Thrive in both independent and team-based work environments, especially in fast-paced settings.
  • Possess strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies.

Education and Qualifications
  • High School Diploma or GED required
  • Minimum 2 years of experience in a financial services operations environment
  • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent

Remote Working Requirements
As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Benefits
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
  • A virtual-first work philosophy for most jobs
  • 401(k) with up to 4% match
  • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn't accrue.
  • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

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