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Retirement Plans Manager Jobs (NOW HIRING)

... Retirement Plans is a key member of the Kohler Co. Global Benefits Center of Expertise (COE), who ... Manage and maintain the co-sourced pension plan administration system including updates to ...

Sr. Benefits Analyst, Retirement Plans

Kohler, WI · On-site

$73K - $96K/yr

... Retirement Plans is a key member of the Kohler Co. Global Benefits Center of Expertise (COE), who ... Manage and maintain the co-sourced pension plan administration system including updates to ...

Manage and maintain the co-sourced pension plan administration system including updates to ... qualified retirement plans. * Manage annual enrollment process for Deferred Compensation plans.

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 ...

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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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:

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 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Compliance Director - Retirement Plans

Ameritas Life Insurance Corp.

Lincoln, NE • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


Ameritas rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

27th of 311 rated insurance


Job description

Ameritas is seeking a Compliance Director - Retirement Plans to partner across the Retirement Plan division to embed recordkeeping compliance into business processes and serve as a trusted compliance advisor to internal stakeholders and external clients.

  • This position is remote (within the U.S.A.) and does not require regular in-office presence.

What you do:

  • Serve as a subject matter expert on ERISA, Department of Labor (DOL), and Internal Revenue Service (IRS) regulations, with a strong focus on retirement plan recordkeeping requirements and industry best practices.
  • Provide compliance guidance and support on retirement plan administration matters, including Qualified Domestic Relations Orders (QDROs), participant loans, hardship withdrawals, distributions (including Required Minimum Distributions (RMDs)), prohibited transactions, administrative error corrections, client complaints, and participant and plan disclosure obligations, including 408(b)(2) disclosures.
  • Review and provide compliance support related to plan document provisions, including eligibility requirements, vesting schedules, and employer contribution formulas.
  • Oversee retirement plan document management and restatement cycles for 401(k), 403(b), and other qualified retirement plans, ensuring alignment with regulatory requirements and evolving industry standards.
  • Monitor legislative and regulatory developments impacting retirement plans and recordkeeping operations, and communicate business impacts and compliance requirements to key stakeholders.
  • Review marketing, advertising, and client-facing communications to ensure accuracy and compliance with applicable regulatory and company standards.
  • Provide client-facing compliance expertise on ERISA and retirement plan recordkeeping matters, supporting client discussions, issue resolution, and business development efforts as needed.
  • Identify, assess, and escalate matters requiring legal interpretation to internal Legal Counsel.
  • Partner with Legal, Risk, and business leaders on audits, regulatory inquiries, investigations, strategic initiatives, and escalated client complaints.

What you bring:

  • Bachelor's Degree or equivalent experience required
  • 7-10 years Related Experience in the retirement plan industry required
  • Industry credentialsstrongly preferred (QKA, APR, APA, ERPA)
  • Solid knowledge of ERISA, IRS & DOL regulations
  • Knowledge ofFTW and/or Relius compliance software

What we offer:

A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:

401(k) Retirement Plan with company match and quarterly contribution.
Tuition Reimbursement and Assistance.
Incentive Program Bonuses.
Competitive Pay.
For your time:
Flexible Hybrid work.
Thrive Days - Personal time off.
Paid time off (PTO).
For your health and well-being:
Health Benefits: Medical, Dental, Vision.
Health Savings Account (HSA) with employer contribution.
Well-being programs with financial rewards.
Employee assistance program (EAP).
For your professional growth:
Professional development programs.
Leadership development programs.
Employee resource groups.
StrengthsFinder Program.
For your community:
Matching donations program.
Paid volunteer time- 8 hours per month.
For your family:
Generous paid maternity leave and paternity leave.
Fertility, surrogacy, and adoption assistance.
Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.


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