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Retirement Plan Conversion Manager Jobs (NOW HIRING)

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 ...

RK Partners

Retirement Plan Advisor (Fresno)

San Jose, CA · On-site

$96K - $100K/yr

The Relationship Manager(retirement plans) will be part of the corporate retirement plan team ... Coordinates plan conversion and termination * Interfaces with service providers regarding processes ...

Guardian Life

Retirement Plan Manager

Stamford, CT · On-site

You will Retirement Strategy, Plan Design and Project Management Support management in plan design reviews and evaluation of new programs by preparing materials, reports, analyses, and ...

New

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing ... Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing ... Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or ...

Guardianlife

Retirement Plan Manager

Bethlehem, PA

You will Retirement Strategy, Plan Design and Project Management * Support management in plan design reviews and evaluation of new programs by preparing materials, reports, analyses, and ...

New

RK Partners

Retirement Plan Advisor (Fresno)

Chicago, IL · On-site

$96K - $100K/yr

The Relationship Manager(retirement plans) will be part of the corporate retirement plan team ... Coordinates plan conversion and termination * Interfaces with service providers regarding processes ...

Foley & Lardner LLP

Manager, Retirement Plan

Dallas, TX · Hybrid

$116K - $175K/yr

The Manager, Retirement Plan leads the strategy, administration, and governance of the firm's retirement programs, ensuring compliance, operational excellence, and a positive participant experience.

Novolex

Conversion Manager

Yakima, WA

The Conversion Manager directs supervisors, leads, operators, and support personnel and works ... The benefits for this role include 401(k) plan with company match, comprehensive medical, dental ...

Foley & Lardner LLP

Manager, Retirement Plan

Milwaukee, WI · Hybrid

$116K - $175K/yr

The Manager, Retirement Plan leads the strategy, administration, and governance of the firm's retirement programs, ensuring compliance, operational excellence, and a positive participant experience.

IMA Financial Group

Retirement Plan Manager

Dallas, TX · On-site

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 ...

Novolex

Conversion Manager

Yakima, WA · On-site

The Conversion Manager directs supervisors, leads, operators, and support personnel and works ... The benefits for this role include 401(k) plan with company match, comprehensive medical, dental ...

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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 Administrator

Norfolk, NE • On-site

Integrity Marketing Group
See more jobs at Integrity Marketing Groupexternal

Full-time

Posted 21 days ago

Integrity Marketing Group rating

7.7

Company rating: 7.7 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

Job description

About Retirement Plan Consultants
Retirement Plan Consultants, a partner of Integrity Marketing Group, has proudly served clients from our downtown Norfolk, Nebraska office since 2008. Today, we support more than 1,800 retirement plans and 17,500 participants across the United States.
Our mission is to provide customized retirement solutions that help participants prepare for their financial future. Through exceptional service and industry expertise, we have built a strong reputation as a trusted partner to employers and plan participants nationwide.
At RPC, we invest in our people. We provide the training, education, and development opportunities needed for long-term success and career growth. Here, you'll find the opportunity to build a rewarding career while enjoying a supportive culture, community involvement, and work-life balance.
Job Summary
The Retirement Plan Consultant plays an important role in helping retirement plans remain compliant with IRS regulations and industry requirements. Working closely with Compliance Consultants and Coordinators, you'll support a portfolio of retirement plans by performing compliance reviews, preparing required filings, and assisting with plan administration activities.
This role is ideal for someone who enjoys problem-solving, working with details, and learning the technical side of retirement plans. You'll gain exposure to plan design, compliance testing, and regulatory requirements while building a strong foundation for future growth within the organization. As your knowledge and experience grow, you'll have opportunities to advance into more client-facing responsibilities and manage your own group of retirement plan clients.
Primary Responsibilities:
  • Support Compliance Consultants and Coordinators with administrative and compliance-related functions for an assigned client group of approximately 150 to 200 retirement plans.
  • Perform compliance testing and review plan and participant limits to ensure adherence to IRS regulations.
  • Reconcile retirement plan contributions and identify discrepancies as needed.
  • Calculate employer contributions and prepare supporting documentation.
  • Prepare and file annual IRS-required forms and regulatory reports.
  • Assist with the preparation of retirement plan documents, amendments, and related compliance materials.
  • Review and approve participant distribution and loan requests in accordance with plan provisions and regulatory requirements.
  • Provide backup support for incoming client and participant calls, delivering exceptional customer service and timely assistance.
  • Collaborate with internal team members to help ensure accurate and efficient plan administration.

Primary Skills & Requirements:
  • 1 to 2 years of experience in financial services preferred.
  • ASPPA Retirement Plan Fundamentals (RPF) certification preferred.
  • Payroll or benefits administration experience preferred.
  • Proficiency in Microsoft Office Suite and strong technical aptitude.
  • Exceptional attention to detail and commitment to accuracy.
  • Strong organizational and time management skills.
  • Ability to prioritize multiple responsibilities and meet deadlines.
  • Effective written and verbal communication skills.
  • Customer-focused mindset with a passion for providing outstanding service.
  • Strong analytical and problem-solving abilities.
  • Desire to learn, grow, and build a career within the retirement services industry.

About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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