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 ...
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 ...
ERISA Retirement Plans, Sr. Specialist
Indianapolis, IN · On-site
$62K - $89K/yr
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan ... Partnering closely with the Relationship Management and other teams to assist with higher level ...
ERISA Retirement Plans, Sr. Specialist
Indianapolis, IN · On-site
$62K - $89K/yr
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan ... Partnering closely with the Relationship Management and other teams to assist with higher level ...
Sr. Benefits Analyst, Retirement Plans
$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 ...
Sr. Benefits Analyst, Retirement Plans
$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 ...
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 ...
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 ...
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 ...
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 ...
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan ... Partnering closely with the Relationship Management and other teams to assist with higher level ...
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan ... Partnering closely with the Relationship Management and other teams to assist with higher level ...
Sr. Benefits Analyst, Retirement Plans
Kohler, WI · On-site
$83K - $127K/yr
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
Sr. Benefits Analyst, Retirement Plans
Kohler, WI · On-site
$83K - $127K/yr
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
Sr. Benefits Analyst, Retirement Plans
Kohler, WI · On-site
$73K - $96K/yr
Manage and maintain the co-sourced pension plan administration system including updates to ... qualified retirement plans. * Manage annual enrollment process for Deferred Compensation plans.
Sr. Benefits Analyst, Retirement Plans
Kohler, WI · On-site
$73K - $96K/yr
Manage and maintain the co-sourced pension plan administration system including updates to ... qualified retirement plans. * Manage annual enrollment process for Deferred Compensation 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
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
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 ...
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 ...
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
Houston, 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
Houston, 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 ...
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 ...
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
San Diego, CA · 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
San Diego, CA · 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Retirement Plans Manager information
What does a retirement plans manager do?
What are some common challenges faced by a retirement plans manager in ensuring regulatory compliance, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a retirement plans manager, and why are they important?
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:

Full-time
Medical, Dental, Vision, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Ameritas rating
9.1
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.
About Ameritas Life Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Lincoln, NE, US
Year founded
1887