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Retirement Plan Manager Jobs in Texas (NOW HIRING)

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 ...

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.

Sentry Insurance

Retirement Plan Executive

Dallas, TX · On-site

$150K - $175K/yr

We have an exciting opportunity on our Sales team as a Retirement Plan Executive to generate ... Proven ability to successfully manage his or her own time and compete for others' time in order to ...

Saronic Technologies

Equity Plan Manager

Austin, TX · On-site

Industry-standard salaries with opportunities for performance-based bonuses Retirement Plan: 401(k) plan with company match Stock Options: Equity options to give employees a stake in the company ...

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Retirement Plan Manager information

See Texas salary details

$22K

$66.3K

$118.7K

How much do retirement plan manager jobs pay per year?

As of Aug 31, 2026, the average yearly pay for retirement plan manager in Texas is $66,317.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,609.00 and $83,106.00 per year, depending on experience, location, and employer.

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.

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

The most popular types of Retirement Plan jobs in Texas are:

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

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

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

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

What cities in Texas are hiring for Retirement Plan Manager jobs?

Cities in Texas with the most Retirement Plan Manager job openings:

Retirement Plan Manager jobs near you
Infographic showing various Retirement Plan Manager job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 19% Part Time, 6% Contract, and 1% Nights. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $66,317 per year, or $31.9 per hour.

Retirement Plan Manager

IMA Financial Group

Dallas, TX • On-site

$16.50 - $20.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

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 oversight. This role blends deep industry knowledge with consultative expertise to help plan sponsors achieve their retirement plan goals. By proactively identifying opportunities for improvement, benchmarking plan performance, and navigating regulatory requirements, the Retirement Plan Manager ensures clients receive tailored solutions that enhance participant outcomes and mitigate fiduciary risk.
Essential Responsibilities include but are not limited to:
  • Serve as the primary contact to retirement plan clients. Delivering guidance on investment selection, plan design optimization, and fiduciary best practices.
  • Conduct comprehensive plan reviews, including investment performance analysis, fee benchmarking, and compliance oversight.
  • Collaborate with internal specialists to implement plan enhancements such as vendor transitions, contribution structure changes, and participant engagement strategies.
  • Lead client meetings and presentations, including enrollment sessions, employee education meetings, and committee reviews.
  • Maintain and proactively coordinate the client meeting calendar and cadence, ensuring timely execution of both regular and ad hoc activities such as plan reviews, RFP processes, target date fund (TDF) analyses, and strategic planning sessions.
  • Maintain a deep understanding of ERISA regulations and industry trends to ensure clients remain compliant and informed.
  • Identify opportunities to improve plan outcomes and mitigate fiduciary risk through proactive consultation and data-driven recommendations.
  • Serve as the primary point of contact for client inquiries, resolving issues efficiently and escalating complex matters when necessary.
  • Support adoption of new products, platforms, and services that align with client goals and improve operational efficiency.
  • Participate in internal initiatives to enhance service delivery, streamline processes, and elevate the client experience.
  • Occasionally travel to client sites for relationship management, presentations, and strategic planning sessions.
  • Supports and demonstrates IMA's core values.
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Required:
  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 2+ years related experience in the retirement plan industry.
  • Maintains FINRA Series 65 or attains within 90 days of employment.
  • Project management skills
  • Account management skills

#LI-AG1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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