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Retirement Plans Manager Jobs (NOW HIRING)

Manage all ESOP and retirement plans projects; act as the subject matter expert and lead for analytical support, work with partners to implement, communicate and oversee programs in support of new ...

About the Role Reporting to the US Benefits Manager, the Senior Specialist, Retirement Plans supports the administration and delivery of retirement plans, primarily within the U.S., while aligned ...

Senior Analyst, Retirement Plans

Charlotte, NC · On-site

$83K - $104K/yr

As a Senior Analyst, Retirement Plans at RXO, you will lead the day-to-day administration of the ... S. and Canadian retirement plan audits and manage relationships with external auditors and ...

About the Role Reporting to the US Benefits Manager, the Senior Specialist, Retirement Plans supports the administration and delivery of retirement plans, primarily within the U.S., while aligned ...

Overview Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Who Are We Looking For ... As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of ...

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The ideal candidate will support our legal team in managing retirement plans and related compliance matters while providing high-quality administrative and legal support. This role offers an ...

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Retirement Plans Manager information

What are the key skills and qualifications needed to thrive as a Retirement Plans Manager, and why are they important?

To thrive as a Retirement Plans Manager, you need in-depth knowledge of retirement plan regulations, benefits administration, and financial planning, often supported by a bachelor's degree in finance or related field. Familiarity with retirement plan recordkeeping systems, compliance software, and certifications such as CEBS or QKA is highly valuable. Exceptional communication, analytical thinking, and attention to detail are crucial soft skills for managing plans and advising clients. These skills ensure accurate plan administration, regulatory compliance, and effective client support in a complex, evolving benefits landscape.

What is the difference between Retirement Plans Manager vs Retirement Plan Analyst?

AspectRetirement Plans ManagerRetirement Plan Analyst
CredentialsCertifications like CEBS or ERPA often preferredSimilar certifications may be beneficial but less common
Work EnvironmentOversees plan administration, manages teams, interacts with clientsAnalyzes data, prepares reports, supports plan management
Employer & Industry UsageUsed in financial services, HR departments, consulting firmsCommon in finance, actuarial firms, HR departments

The Retirement Plans Manager and Retirement Plan Analyst roles share similar credentials and industry usage, but the manager oversees the entire plan administration process and team, while the analyst focuses on data analysis and reporting. Both roles are essential in the retirement planning industry, with the manager holding more leadership responsibilities.

What does a Retirement Plans Manager do?

A Retirement Plans Manager is responsible for overseeing and administering employer-sponsored retirement plans, such as 401(k) or pension programs. Their duties include ensuring compliance with federal regulations, managing plan documentation, coordinating with service providers, and assisting employees with plan enrollment and education. They also handle audits, process contributions and distributions, and work with HR and finance departments to ensure the retirement plans meet organizational goals. Ultimately, a Retirement Plans Manager helps employees prepare for a secure retirement while minimizing the employer’s legal and administrative risks.

What are some common challenges faced by a Retirement Plans Manager in ensuring regulatory compliance, and how can they be addressed?

A Retirement Plans Manager often faces the challenge of keeping up with frequently changing regulations and ensuring all plan documents and processes remain compliant. This requires staying informed about federal laws such as ERISA and IRS guidelines, as well as conducting regular audits and collaborating closely with legal and HR teams. Developing strong relationships with plan vendors and utilizing compliance software can also help streamline processes and mitigate risks. Proactively addressing compliance issues not only protects the organization but also fosters trust with plan participants.
What cities are hiring for Retirement Plans Manager jobs? Cities with the most Retirement Plans Manager job openings:
What are the most commonly searched types of Retirement Plans jobs? The most popular types of Retirement Plans jobs are:
What states have the most Retirement Plans Manager jobs? States with the most job openings for Retirement Plans Manager jobs include:
Infographic showing various Retirement Plans Manager job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution.
Manager, Retirement Plans & Benefits

Manager, Retirement Plans & Benefits

Alvarez & Marsal

Chicago, IL • On-site

$110K - $140K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 24 days ago


Job description

Description
Manager, Retirement Plans & Benefits
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
The Compensation and Benefits group provides a full range of compensation and benefit services and solutions including: Internal Revenue Code compliance for retirement plans and executive compensation, M&A, due diligence, operational reviews and enhancements, and compensation benchmarking analysis.
This firm is seeking an ambitious, career-driven Manager-level professional who is looking for an entrepreneurial, fast paced environment where teamwork is an integral part of our everyday practice. As part of the team, you will be responsible for work on a variety of consulting projects focusing on qualified retirement plans.
How you will contribute
Responsibilities:
  • Provide consulting expertise to clients on matters such as plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance
  • Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans
  • Assist in the identification of compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programs
  • Perform tax research and draft summaries of conclusions
  • Review the calculations and work product of peers for accuracy and reasonableness, serving as a thorough reviewer of data and results, and draft correspondence to clients
  • Interpreting and applying laws, regulations, judicial precedent and other guidance
  • Draft memoranda detailing the application of complex tax and ERISA provisions
  • Review work of project team
Qualifications:
  • Bachelor's Degree required; Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification preferred.
  • 3-5 years of experience working with technical issues regarding qualified retirement plans
  • Experience in a management role
  • Strong PC skills, including Microsoft Office applications, especially Microsoft Excel
  • Highly motivated self-starter
  • Must be able to take active role as part of a team
  • Excellent research and writing skills
  • Strong ability to explain complicated concepts in an understandable manner to a variety of audiences
  • Capacity to learn quickly and willingness to try new things
  • Flexibility to engage concurrently on multiple complex projects
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
The salary range is $110,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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