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Retirement Plan Manager Jobs in Springfield, MA (NOW HIRING)

FAVARH

Plan Manager- Full Service TEM

Hartford, CT · On-site +1

$61K - $77K/yr

Background in retirement services, TPAs, or plan administration * Experience requiring independent prioritization and workflow management #LI-VP1 Compensation Pay Disclosure: Voya is committed to pay ...

Voya Financial, Inc.

Plan Management Manager

Hartford, CT · On-site

$100 - $125/hr

Bachelor's degree in business administration or equivalent.* 6+ years of experience in Plan Management/Retirement Services; 2+ years of supervisory experience.* In‐depth knowledge of the financial ...

Voya Financial, Inc.

Plan Management Manager

Hartford, CT · On-site

$97K - $121K/yr

Bachelor's degree in business administration or equivalent. * 6+ years of experience in Plan Management/Retirement Services; 2+ years of supervisory experience. * In-depth knowledge of the financial ...

FAVARH

Plan Management Manager

Hartford, CT · Hybrid

$97K - $121K/yr

Bachelor's degree in business administration or equivalent. * 6+ years of experience in Plan Management/Retirement Services; 2+ years of supervisory experience. * Indepth knowledge of the financial ...

Empower

Retirement Consultant

Hartford, CT · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

Empower

Retirement Consultant

Hartford, CT · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

Empower

Retirement Consultant

Manchester, CT · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

Empower

Retirement Consultant

Manchester, CT · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

Apple Rehab Corporate

MDS Care Plan Coordinator

Hartford, CT · On-site

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... Life insurance coverage * 401K retirement program * Longevity credit for dedicated service Join Our ...

Apple Rehab

MDS Care Plan Coordinator

Hartford, CT · On-site

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... Life insurance coverage * 401K retirement program * Longevity credit for dedicated service Join Our ...

Apple Rehab Corporate

MDS Care Plan Coordinator

Hartford, CT

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... Life insurance coverage * 401K retirement program * Longevity credit for dedicated service Join Our ...

Apple Rehab

MDS Care Plan Coordinator

Hartford, CT · On-site

$34.50 - $44.25/hr

With our senior management based in our local Avon, CT office, we ensure superior care from a ... Life insurance coverage * 401K retirement program * Longevity credit for dedicated service Join Our ...

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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.

What job categories do people searching Retirement Plan Manager jobs in Springfield, MA look for?

The top searched job categories for Retirement Plan Manager jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Retirement Plan Manager jobs?

Cities near Springfield, MA with the most Retirement Plan Manager job openings:

Retirement Plan Manager jobs near you

Retirement Plan Specialist

Mutual of America Financial Group

Hartford, CT • Hybrid

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Key responsibilities

  • Set qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.

  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, and reach and exceed sales goals by closing deals.

  • Attend client review meetings with Customer Relationship Managers to position the Retirement Plan Specialist to ask clients for introductions and serve as a reference for sales opportunities.

Job description

 Mutual of America Financial Group

Job Title: Retirement Plan Specialist

Location: Providence, RI (hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • 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 clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Driven to make outbound cold calls into prospective clients
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree
  • Demonstrated cold calling sales ability
  • Knowledge of retirement products (401k and 403b plans)

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $65,000 – $85,000

    Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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