ZipRecruiter

Log In

1

Retirement Plan Manager Jobs (NOW HIRING)

United Bank

Retirement Plan Manager

Washington, DC

$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 ...

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 ...

IMA Financial Group

Retirement Plan Manager

Dallas, TX · On-site

$16.50 - $20.50/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 ...

T Rowe Price

Retirement Plan Manager

Owings Mills, MD · Hybrid

The Retirement Plan Manager (Consultant) helps maintain the effective and efficient operation of retirement plans to drive desired outcomes of plan sponsors. This includes bringing value-add ...

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 ...

ExtensisHR

Retirement Plan Specialist

Iselin, NJ · On-site

Today, we manage over $3 billion in employment-related costs annually-and we are growing every day ... The Retirement Plan Specialist assists with all aspects of program management, including all ...

Teichert

Retirement Plan Specialist

Sacramento, CA · On-site

Coordinate and manage the annual plans' audits, financial statement preparation, 5500 review and ... Research and interpret retirement plan documents as needed. * Prepare and mail annual required ...

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

Providence, RI · 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 ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsRetirement Plan Manager Jobs

Retirement Plan Manager information

What does a Retirement Plan Manager do?

A Retirement Plan Manager oversees the administration, compliance, and performance of employer-sponsored retirement plans, such as 401(k) or pension plans. They ensure the plan follows regulations, coordinate with plan providers, and assist employees in understanding their retirement benefits. Additionally, they analyze investment options, monitor contributions, and work to optimize plan efficiency. Their role helps organizations provide competitive retirement benefits while ensuring legal compliance and financial stability.

What are the key skills and qualifications needed to thrive as a Retirement Plan Manager?

To thrive as a Retirement Plan Manager, you need in-depth knowledge of retirement plan administration, ERISA regulations, and financial planning, often supported by a bachelor's degree in finance, business, or a related field. Familiarity with recordkeeping software, compliance management tools, and certifications like QKA or Certified Retirement Plan Specialist is highly valued. Strong interpersonal skills, attention to detail, and proactive communication are key soft skills for coordinating with plan sponsors, participants, and vendors. These strengths are crucial for ensuring plans are compliant, participants are well-informed, and organizational goals are met efficiently.

More about Retirement Plan Manager jobs

What cities are hiring for Retirement Plan Manager jobs?

Cities with the most Retirement Plan Manager job openings:

What are the most commonly searched types of Retirement Plan jobs?

The most popular types of Retirement Plan jobs are:

What states have the most Retirement Plan Manager jobs?

States with the most job openings for Retirement Plan Manager jobs include:

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

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

Retirement Plan Manager jobs near you
Infographic showing various Retirement Plan Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.

Retirement Plan Manager

Omaha, NE • Remote

Patriot Growth Insurance Services, LLC
Insurance Services • 201 - 500 employees

7.5

Company rating: 7.5 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

225th of 311 rated insurance

People enjoy working here

Good employer

Respectful managers

Learn more about Patriot Growth Insurance Services, LLCexternal

Full-time

Posted 9 days ago

Job description

Retirement Plan Manager
The Olson Group | Omaha, NE | Remote | Full-Time
Why This Role Matters
As a Retirement Plan Manager, you'll play a central role in helping retirement plan and wealth clients achieve their financial goals while ensuring a seamless service experience. This position combines client relationship management, retirement plan operations, compliance oversight, and strategic coordination to deliver high-quality retirement solutions and support long-term business growth.
You'll partner closely with advisors, clients, vendors, and internal stakeholders to ensure retirement plans are administered accurately and efficiently. Your expertise will help drive operational consistency, strengthen client relationships, and identify opportunities to enhance service offerings across the retirement and wealth platform.
Work Arrangement
This is a full-time remote position reporting to our Omaha, Nebraska office.
How You'll Make an Impact
  • Lead day-to-day administration and service delivery for retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h) plans.
  • Serve as the primary point of contact for retirement plan and individual wealth clients, providing responsive, knowledgeable support.
  • Coordinate client meetings, reviews, and ongoing service activities while maintaining accurate records and documentation within CRM systems.
  • Deliver participant education sessions that help individuals better understand retirement planning, investment options, and risk considerations.
  • Ensure plans remain compliant with applicable regulations through effective coordination with vendors, broker/dealers, and internal stakeholders.
  • Monitor key operational and client service metrics, using insights to improve processes and enhance the overall client experience.
  • Partner with advisors and internal teams to ensure consistent execution, effective communication, and high-quality client outcomes.
  • Identify opportunities to strengthen retirement service offerings and support continued business growth.
Who You Are
  • A relationship-focused professional who enjoys building trust and serving as a reliable advisor to clients.
  • Highly organized with the ability to manage multiple priorities while maintaining attention to detail.
  • Comfortable balancing strategic thinking with hands-on execution and day-to-day operational responsibilities.
  • Proactive in identifying challenges, solving problems, and improving processes.
  • A strong communicator who can explain complex retirement concepts in a clear and approachable manner.
  • Collaborative and team-oriented, with the ability to work effectively across multiple stakeholder groups.
  • Driven to deliver exceptional service and create positive client experiences.
What You BringDay One:
  • 5+ years of experience in retirement plan management, retirement services, or a related field.
  • Active Nebraska Life & Health Insurance License.
  • Series 6 or Series 7 license and Series 63, 65, or 66 licensing.
  • Strong knowledge of retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h).
  • Experience using CRM platforms, with Salesforce experience preferred.
  • Proficiency in Microsoft Office Suite.
  • Bachelor's degree in Business, Finance, or a related field.
  • Strong communication, organizational, and problem-solving skills.
  • Demonstrated ability to manage multiple priorities while maintaining strong client relationships.
Valuable Additions:
  • Experience delivering participant education and retirement planning presentations.
  • Experience supporting both group retirement plans and individual wealth planning clients.
  • Advanced reporting, analytics, or operational performance tracking experience.
  • Experience working with broker/dealers, custodians, and retirement plan service providers.
  • A track record of identifying and implementing process improvements that enhance client service and operational consistency.
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
  • Multiple medical plan options, with preventive care covered at 100%
  • Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
  • Employer-paid short-term and long-term disability coverage
  • Paid parental leave
  • Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
  • Competitive 401(k) company match to help you build your financial future
  • Comprehensive dental and vision coverage
  • Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.
About Olson, A Division of Patriot Growth Insurance Services: The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range
$60,000—$100,000 USD

What Patriot Growth Insurance Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom