What does a retirement plan implementation manager do?

A Retirement Plan Implementation Manager oversees the process of setting up and transitioning retirement plans, such as 401(k)s or pension plans, for new clients. They coordinate with clients, internal teams, and vendors to ensure all plan details are accurately established and compliant with regulations. Their responsibilities include project management, data transfer, plan documentation, and troubleshooting any issues that arise during the implementation phase. This role is crucial for ensuring a smooth onboarding experience and long-term success of the retirement plan.