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Retirement Plan Account Manager Jobs in Virginia

McGuireWoods LLP

Retirement Plan Specialist

Richmond, VA · On-site

$71K - $104K/yr

Responds to questions about the plan and participant accounts. * Serves as a contact for plan ... Under the direction of the Sr. Benefits Specialist or Benefits Manager, understands and complies ...

Mcguirewoods

Retirement Plan Specialist

Richmond, VA · On-site

$65 - $90/hr

Responds to questions about the plan and participant accounts. * Serves as a contact for plan ... Under the direction of the Sr. Benefits Specialist or Benefits Manager, understands and complies ...

Dominion National

Account Manager

Arlington, VA · On-site

$49K - $82K/yr

... Retirement Plan, generous time off including Paid Time Off, Holidays, and Volunteer time off, an ... The Account Manager is the primary point of contact for group customer contacts related to ...

Dominion National

Account Manager

Arlington, VA · On-site +1

$49K - $82K/yr

... Retirement Plan, generous time off including Paid Time Off, Holidays, and Volunteer time off, an ... The Account Manager is the primary point of contact for group customer contacts related to ...

Dominion National

Account Manager

Arlington, VA · On-site +1

... Retirement Plan, generous time off including Paid Time Off, Holidays, and Volunteer time off, an ... The Account Manager is the primary point of contact for group customer contacts related to ...

Dominion National

Account Manager

Arlington, VA · On-site

$70 - $95/hr

... Retirement Plan, generous time off including Paid Time Off, Holidays, and Volunteer time off, an ... The Account Manager is the primary point of contact for group customer contacts related to ...

Securitas

Account Manager

Virginia Beach, VA · On-site

$50K/yr

Account Manager Wage: $50,000.00/ annually Minimum of 3 years of security and management experience ... Retirement plan * Employer-provided medical and dental coverage * Company-paid life insurance

Securitas

Account Manager

Norfolk, VA · On-site

$50K/yr

Account Manager Wage: $50,000.00/ annually Minimum of 3 years of security and management experience ... Retirement plan * Employer-provided medical and dental coverage * Company-paid life insurance

Securitas

Account Manager

Virginia Beach, VA · On-site

$50K/yr

Account Manager Wage: $50,000.00/ annually Minimum of 3 years of security and management experience ... Retirement plan * Employer-provided medical and dental coverage * Company-paid life insurance

Securitas

Account Manager

Chesapeake, VA · On-site

$50K/yr

Account Manager Wage: $50,000.00/ annually Minimum of 3 years of security and management experience ... Retirement plan * Employer-provided medical and dental coverage * Company-paid life insurance

Securitas Services

Account Manager

Virginia Beach, VA

$50K/yr

Account Manager Wage: $50,000.00/ annually Minimum of 3 years of security and management experience ... Retirement plan * Employer-provided medical and dental coverage * Company-paid life insurance

Securitas

Account Manager

Virginia Beach, VA · On-site

$50K/yr

Account Manager Wage: $50,000.00/ annually Minimum of 3 years of security and management experience ... Retirement plan * Employer-provided medical and dental coverage * Company-paid life insurance

Securitas

Cluster Account Manager

Gainesville, VA · On-site

$110K/yr

Cluster Account Manager Wage: $110,365.00/ Salary The Central Atlantic Region is currently ... Retirement plan * Employer-provided medical and dental coverage * Company-paid life insurance

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Retirement Plan Account Manager information

What does a retirement plan account manager do?

A Retirement Plan Account Manager is responsible for overseeing and administering employer-sponsored retirement plans, such as 401(k)s or pension plans. They work with clients to ensure compliance with regulations, manage plan operations, and assist employees with their retirement accounts. Their duties often include providing education, resolving participant issues, coordinating with plan providers, and helping with plan design or changes to meet client needs.

What skills and qualifications are needed to thrive as a retirement plan account manager?

To thrive as a Retirement Plan Account Manager, you need a solid understanding of retirement plan regulations, investment concepts, and account management, often supported by a degree in finance or business. Familiarity with recordkeeping platforms, compliance software, and industry certifications like the QKA or Series 6/63 is highly valuable. Exceptional client communication, problem-solving, and organizational skills help you build trust and proactively address client needs. These skills are crucial for ensuring regulatory compliance, strong client relationships, and effective administration of retirement plans.

What are common challenges retirement plan account managers face when managing multiple client accounts?

Retirement Plan Account Managers often juggle multiple client portfolios, each with unique plan requirements and regulatory compliance needs. One common challenge is staying current with frequent changes in retirement plan regulations, which requires continuous learning and adaptability. Additionally, balancing proactive client communication with prompt issue resolution can be demanding, especially during peak reporting periods. Strong organizational skills and effective time management are essential to ensure all client needs are met while maintaining high service standards.

What is the difference between Retirement Plan Account Manager vs Retirement Plan Specialist?

AspectRetirement Plan Account ManagerRetirement Plan Specialist
CredentialsCertifications like CFP, CPFA often preferredSimilar certifications, often the same as Account Managers
Work EnvironmentClient-facing, financial advisory settingAdvisory and administrative roles within financial firms
Employer & IndustryFinancial services firms, retirement plan providersRetirement plan providers, financial advisory firms
Search & Comparison IntentUnderstanding roles, responsibilities, and qualificationsSimilar roles, focusing on retirement plan expertise

The Retirement Plan Account Manager and Retirement Plan Specialist roles share many similarities, including required certifications and work environments. Both work within financial services firms focusing on retirement plans. The main difference lies in the scope: Account Managers often handle client relationships and account oversight, while Specialists may focus more on technical plan details and compliance. Understanding these distinctions helps job seekers identify the right role for their skills and career goals.

What are popular job titles related to Retirement Plan Account Manager jobs in Virginia?

For Retirement Plan Account Manager jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Account Manager jobs in Virginia look for?

The top searched job categories for Retirement Plan Account Manager jobs in Virginia are:

What cities in Virginia are hiring for Retirement Plan Account Manager jobs?

Cities in Virginia with the most Retirement Plan Account Manager job openings:

Retirement Plan Account Manager jobs near you
Infographic showing various Retirement Plan Account Manager job openings in Virginia as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 66% In-person, and 34% Remote job distribution.

Retirement Plan Specialist

McGuireWoods LLP

Richmond, VA • On-site

$71K - $104K/yr

Full-time

Retirement

Re-posted 13 days ago

McGuireWoods rating

8.0

Company rating: 8.0 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

22nd of 35 rated law firms

Job description

Overview
McGuireWoods is seeking a Retirement Plan Specialist to join our Human Resources Benefits team. In this key role, you will lead the day-to-day administration of our firm's retirement plans, serve as a trusted resource for employee plan participants, and ensure strict regulatory compliance across all programs.
McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients since 1834. Along with excellent benefits, McGuireWoods offers most employees a hybrid remote option allowing flexibility and work-life balance. Our Applicant Disclosures describe your rights. Our Privacy Statement describes how we will process and safeguard your personal data.
Responsibilities
  • Administers retirement plans, which may include a 401(k) plan and a defined benefit plan. Monitors payroll deductions, compares firm records to record-keeper, and ensures records match. Elevates discrepancies for resolution.
  • Coordinate daily benefits processing. Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans, hardships and compliance testing. Oversee maintenance of employee benefits files, maintains group benefits database and update employee payroll records.
  • Serves as the main point of contact in assisting employees in accessing their accounts and making requests to the record-keeper for hardship withdrawal requests and loan applications. Responds to questions about the plan and participant accounts.
  • Serves as a contact for plan vendors and third-party administrators. Documents, follows and maintains administrative procedures for assigned benefits processes.
  • Under the direction of the Sr. Benefits Specialist or Benefits Manager, understands and complies with applicable government regulations effecting retirement plans. Ensures timeliness and accuracy of required reporting and fees.

Qualifications
  • High School diploma required, Undergraduate degree strongly preferred.
  • At least three years of retirement plan experience.
  • CEBS helpful, but not required.
  • Advanced proficiency in Microsoft Excel.
  • Hands-on experience using HRIS platforms.
  • Professional demeanor. Respects confidentiality and privacy of employee and partner issues.
  • Excellent verbal and written communication skills.
  • Ability to work under pressure and handle multiple tasks simultaneously.
  • Ability to work overtime as required.
  • Interest in using innovative AI technology, including Harvey and Copilot, to support efficient high-impact work.

Have more questions? Connect with a recruiter directly. #LI-KB1

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