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Retirement Plan Conversion Manager Jobs (NOW HIRING)

McGuireWoods LLP

Retirement Plan Specialist

Richmond, VA · On-site

$71K - $104K/yr

Under the direction of the Sr. Benefits Specialist or Benefits Manager, understands and complies ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site

$65K - $85K/yr

Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site +1

$65K - $85K/yr

Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...

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Retirement Plan Conversion Manager information

What does a retirement plan conversion manager do?

A Retirement Plan Conversion Manager oversees the process of transferring retirement plan assets and data from one service provider to another. They coordinate all aspects of the conversion, including data mapping, compliance checks, participant communications, and resolving any issues that arise. Their goal is to ensure a smooth, accurate, and timely transition for plan sponsors and participants. This role requires strong project management skills, knowledge of retirement plan regulations, and excellent communication abilities.

What are the key skills and qualifications needed to thrive as a retirement plan conversion manager?

To thrive as a Retirement Plan Conversion Manager, you need strong project management abilities, in-depth knowledge of retirement plan regulations, and experience with plan administration, often supported by a bachelor's degree in finance or a related field. Familiarity with retirement plan recordkeeping systems, data migration tools, and relevant certifications such as ASPPA or CEBS is highly beneficial. Excellent communication, problem-solving, and leadership skills help you coordinate with clients and internal teams during complex transitions. These competencies ensure smooth, accurate plan conversions and high client satisfaction in a detail-oriented, regulatory environment.

What are some common challenges faced by retirement plan conversion managers during the transition process, and how are they typically addressed?

Retirement Plan Conversion Managers often encounter challenges such as data inconsistencies, legacy system limitations, and tight client deadlines during a plan transition. To address these, they work closely with both internal teams (like IT and compliance) and external stakeholders (such as plan sponsors and third-party administrators) to ensure data accuracy and adherence to regulatory requirements. Clear communication, detailed project plans, and rigorous quality checks are essential tools used to mitigate risks and deliver a smooth transition experience for clients.

What is the difference between Retirement Plan Conversion Manager vs Retirement Plan Administrator?

AspectRetirement Plan Conversion ManagerRetirement Plan Administrator
Primary RoleOversees the process of converting retirement plans between providers or formatsManages daily plan operations, recordkeeping, and compliance
Required CredentialsCertifications like CFP, CPFA, or actuarial credentials often preferredCertifications such as ERPA or CPFA common
Work EnvironmentProject-based, often in consulting or financial services firmsIn-house or third-party plan administration firms
Industry UsageCommon in firms handling plan conversions and migrationsStandard role in plan management and compliance

The Retirement Plan Conversion Manager focuses on managing plan conversions, requiring project management skills and specific certifications. In contrast, the Retirement Plan Administrator handles ongoing plan operations and compliance. Both roles are essential in the retirement industry but differ in scope and daily responsibilities.

What are popular job titles related to Retirement Plan Conversion Manager jobs?

For Retirement Plan Conversion Manager jobs, the most frequently searched job titles are:

Infographic showing various Retirement Plan Conversion Manager job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 74% Full Time, 19% Part Time, and 6% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Retirement Plan Specialist

Saint Louis, MO • On-site, Remote

Olin Corporation
See more jobs at Olin Corporationexternal

Full-time

Retirement

Posted 11 days ago

Olin Corporation rating

6.8

Company rating: 6.8 out of 10

Based on 48 frontline employees who took The Breakroom Quiz

Job description

Title: Retirement Plan Specialist
Location: Clayton, MO

Salary: $88,400 - $134,000
Schedule: Hybrid with 2 days remote
 

The Retirement Plan Specialist plays a critical role in supporting Olin's business objectives by supporting the administration, financial oversight, compliance, and governance of Olin's Retirement Savings Plan and Supplemental Retirement Savings Plan. Working closely with internal stakeholders and external service providers, you will help ensure accurate plan operations, regulatory compliance, and a positive participant experience while supporting Olin's retirement strategy and fiduciary responsibilities.

What You'll Do 

  • Administer Olin's 401(k) and deferred compensation plans, ensuring accurate and compliant processing of participant transactions, contributions, distributions, loans, and elections.
  • Perform analyses, reconciliations, audits, and funding reviews to ensure the accuracy and integrity of retirement plan data, participant accounts, payroll interfaces, and financial reporting.
  • Manage relationships with recordkeepers, trustees, administrators, payroll providers, and other vendors to support effective plan operations, participant service, and compliance.
  • Support retirement plan governance and compliance activities, including fiduciary committee oversight, financial statement audits, Form 5500 filings, nondiscrimination testing, correction programs, and regulatory reporting.
  • Develop participant communications and educational materials while serving as a subject matter expert for employee and retiree retirement plan inquiries.
  • Monitor legislative and regulatory developments and recommend operational, procedural, or plan design changes to maintain compliance and enhance Olin's retirement programs.


Minimum Requirements

  • Bachelor's degree*; degree in Human Resources, Accounting, Finance, or Business Administration preferred 
  • Minimum 3 years of relevant retirement plan or employee benefit plan work experience
  • Experience using Human Resource Information Systems; PeopleSoft/Workday preferred
  • Experience handling multiple external recordkeeper vendor relationships
  • Superior communication (verbal and written), organization, time management, interpersonal, analytical, and problem solving skills
  • Must be able to manage multiple processes and work well under time sensitive deadline, must demonstrate strong attention to detail and be team-oriented
  • Microsoft Outlook, Excel and Word proficiency

All In With Olin 
Olin is a global leader in chemical manufacturing and ammunition, with a legacy built on innovation, safety, and accountability. With over 7,000 employees worldwide, we invest in people who are ready to go All In for their careers, their teams, and their communities. 

An All-In Investment in Your Future 
At Olin, total rewards go beyond a paycheck. Our comprehensive benefits support your health, financial wellbeing, and longterm success. View a snapshot of our comprehensive benefits package.
 

*Degree must be from a school that is accredited by an accrediting agency recognized by the Secretary of Education of the U.S. Department of Education or equivalent program from an international university. 

Olin does not provide any form of sponsorship.  We will only employ those who are legally authorized to work in the United States.  Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J or TN or who need sponsorship now or in the future, are not eligible for hire.

Olin is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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