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Retirement Plans Manager Jobs (NOW HIRING)

ISHE

$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 ...

TCWGlobal

Client Service Representative (Retirement Plans)

$16.50 - $22.25/hr

Client Service Representative (Retirement Plans) We are looking for a Client Service Representative ... Manage multiple client requests, priorities, and deadlines in a fast-paced environment. * Review ...

NACBA

$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 ...

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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?

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 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:

Retirement Plans Manager jobs near you
Infographic showing various Retirement Plans Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Senior Benefits Analyst - Retirement Plans

Draper, UT • On-site

Swire Coca-Cola, USA
5 - 10K employees
Learn more about Swire Coca-Cola, USAexternal

$67K - $88K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Swire Coca-Cola rating

7.6

Company rating: 7.6 out of 10

Based on 120 frontline employees who took The Breakroom Quiz

Job description

Who is Swire Coca-Cola? We are a family-owned bottling company with a story spanning over two centuries. We are one of the largest bottlers of Coca-Cola in North America and distribute more than 50 beverage brands and flavors creating joy for our customers every day. Our 8,000+ driven employees work hard as part of a team that delivers refreshment to over 30 million consumers across 13 states. Begin a journey with us at Swire Coca-Cola and belong to a community of dedicated team members who think big and believe in winning together.
Job Details:
Job Level: 6
Why you'll love working at Swire Coca-Cola:
Swire Coca-Cola is committed to providing balance to support you in all aspects of your life, both at work and beyond. We offer the benefits you need for physical, financial, and emotional well-being.
  • Health coverage (3 medical options, dental and vision). 401(k) Retirement Plan w/company match
  • Health Savings Accounts w/company match
  • FREE virtual primary care, acute care and physical therapy
  • FREE Employee Assistance Program
  • Company paid (vacation, holidays, sick time, bereavement, jury duty, maternity/parental, disability leave and volunteer time)
  • Discounted & free product
  • Tuition reimbursement
  • Opportunities for career advancement

In addition to health benefits, Swire Coca-Cola is proud to offer you opportunities where you help give back directly to the communities and causes you care about. Note: Enrollment in a Swire Medical Plan is required for some benefits.
What does the Senior Retirement Plan Benefits Analyst do at
The Senior Retirement Plan Benefits Analyst manages the day-to-day administration of Swire Coca-Cola's retirement programs, including 401(k), union pension, and non-qualified plans, while serving as the owner of the Financial Wellbeing program portfolio. Working with limited oversight, this role manages multiple programs simultaneously, resolves complex issues and sensitive escalations, partners with internal and external stakeholders on retirement policies and practices, and identifies opportunities to enhance retirement and financial wellbeing programs through process improvements and emerging industry trends.
Responsibilities:
  • Manages day-to-day administration, governance, and vendor coordination for retirement programs, including 401(k), union pension, and non-qualified plans; partners with Labor Relations on union pension provisions and collective bargaining agreement implications.
  • Owns Swire Coca-Cola's Financial Wellbeing programs, including vendor management, employee engagement, program administration, and effectiveness measurement.
  • Coordinates annual audits and non-discrimination testing, analyzes findings, and communicates results and recommendations to internal stakeholders.
  • Partners with external ERISA counsel on plan interpretation, compliance matters, plan document updates, and regulatory requirements affecting retirement programs.
  • Collaborates with Payroll on retirement contributions, loan repayments, funding file processing, issue resolution, and process improvements.
  • Conducts audits of retirement plan deductions and employer match processing within Dayforce, identifies discrepancies, and recommends corrective actions.
  • Resolves complex employee and executive escalations and exceptions; prepares analyses, options, and recommendations for leadership review.
  • Supports Retirement Committee governance through meeting participation, scheduling, agenda preparation, minute-taking, and related administrative activities.
  • Identifies recurring issues and drives improvements to retirement and financial wellbeing programs, processes, and systems.
  • Represents retirement and financial wellbeing operations in cross-functional meetings, vendor governance forums, and other stakeholder engagements

Requirements:
  • Bachelor's Degree in Human Resources, Business Administration, Finance, or related field, or equivalent combination of education and experience required.
  • 5+ years of experience in retirement plan administration, including 401(k) and qualified plan operations required.
  • Coursework in ERISA, retirement plan administration, or ERISA fiduciary responsibility preferred.
  • CEBS, CBP, or RPA designation preferred.
  • Experience with union pension and non-qualified retirement plans preferred.
  • Experience managing external vendors, auditors, consultants, ERISA counsel, and supporting a retirement plan committee preferred.
  • Working knowledge of retirement plan administration, including 401(k), union pension, and non-qualified plans; ERISA, DOL, and IRS regulations; retirement plan audits and non-discrimination testing; Financial Wellbeing programs; and collective bargaining agreement implications.
  • Experience interpreting complex plan documents, applying plan provisions to individual and systemic issues, preparing analyses and recommendations for leadership review, and driving process, system, and plan improvements.

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Come and join our Sparkling team!
Due to the nature of our work and to help maintain a safe workplace for our employees and customers, after a candidate receives a conditional offer of employment, they will be required to complete pre-employment screening. This includes a criminal background check, drug screening, and for certain roles, a motor vehicle record review.
Screening results are evaluated based on several factors, including the nature and severity of an offense, how much time has passed, the relevance to the position, patterns of repeated offenses, and driving history for roles that require operating a vehicle.
All results are reviewed fairly and in accordance with applicable state and federal laws, including the Fair Credit Reporting Act.
Swire Coca-Cola is an equal employment opportunity and affirmative action employer that participates in the E-Verify program as required by law. All qualified applicants will receive consideration for employment without regard race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status or other legally protected characteristics. Swire Coca-Cola does not sponsor applicants for work visas.

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