Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines ... Ensure client retirement plans are serviced in a consistent and timely manner * Ensure plan designs ...
Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines ... Ensure client retirement plans are serviced in a consistent and timely manner * Ensure plan designs ...
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 ...
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 ...
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 ...
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 ...
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 ...
... Managers. * Maintain accurate records and documentation related to plan document activities ... plans
... Managers. * Maintain accurate records and documentation related to plan document activities ... plans
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 ...
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 ...
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 with broader ...
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 with broader ...
... Managers. * Maintain accurate records and documentation related to plan document activities ... plans
... Managers. * Maintain accurate records and documentation related to plan document activities ... plans
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 ...
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 ...
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 ...
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 ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Cincinnati, OH · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Cincinnati, OH · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Who Are We Looking For? Are you ... As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Who Are We Looking For? Are you ... As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of ...
Financial Advisor - Retirement Plans
Boston, MA · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Boston, MA · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Dallas, TX · On-site
$150K/yr
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 ...
Financial Advisor - Retirement Plans
Dallas, TX · On-site
$150K/yr
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 ...
You will develop, manage and retain relationships with participants and have regular retirement ... Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in ...
You will develop, manage and retain relationships with participants and have regular retirement ... Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in ...
You will develop, manage and retain relationships with participants and have regular retirement ... Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in ...
You will develop, manage and retain relationships with participants and have regular retirement ... Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in ...
Actuary - Cash Balance Plans/Retirement Plans
$120K - $160K/yr
Manages a book of existing and newly implemented clients, including data review, testing, valuation ... Ability to perform all aspects of retirement plan compliance testing and allocations with minimal ...
Actuary - Cash Balance Plans/Retirement Plans
$120K - $160K/yr
Manages a book of existing and newly implemented clients, including data review, testing, valuation ... Ability to perform all aspects of retirement plan compliance testing and allocations with minimal ...
Develops targeted markets, follow up with prospects, and report to senior management on a regular ... Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program *Based upon employee ...
Develops targeted markets, follow up with prospects, and report to senior management on a regular ... Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program *Based upon employee ...
Retirement Plans Manager information
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 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?
| Aspect | Retirement Plans Manager | Retirement Plan Analyst |
|---|---|---|
| Credentials | Certifications like CEBS or ERPA often preferred | Similar certifications may be beneficial but less common |
| Work Environment | Oversees plan administration, manages teams, interacts with clients | Analyzes data, prepares reports, supports plan management |
| Employer & Industry Usage | Used in financial services, HR departments, consulting firms | Common 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 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:
What are popular job titles related to Retirement Plans Manager jobs?
For Retirement Plans Manager jobs, the most frequently searched job titles are:
Reviewer | Retirement Plans
Cleveland, OH • Hybrid
CBIZ
• Business Management Consulting • 5 - 10K employees5,001 - 10,000 employees
Full-time
Retirement
Posted 27 days ago
CBIZ rating
8.1
Based on 58 frontline employees who took The Breakroom Quiz
Job description
#LI-JS1 #LI-Hybrid
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED required
- At least six years of professional, retirement plan administration and compliance experience, including managing a book of business
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA)
- Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
- Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
- Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
- Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
- Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur
Essential Functions and Primary Duties
- Ensure client retirement plans are serviced in a consistent and timely manner
- Ensure plan designs remain appropriate to the employer's changing needs
- Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations
- Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed
- Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions
- Provide general client service and problem resolution services
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987