Retirement Plan Manager

Essential Responsibilities

• Serve as the primary contact to retirement plan clients. Delivering guidance on investment selection, plan design optimization, and fiduciary best practices.
• Congduct comprehensive plan reviews, including investment performance analysis, fee benchmarking, and compliance oversight.
• Collaborate with internal specialists to implement plan enhancements such as vendor transitions, contribution structure changes, and participant engagement strategies.
• Lead client meetings and presentations, including enrollment sessions, employee education meetings, and committee reviews.
• Maintain and proactively coordinate the client meeting calendar and cadence, ensuring timely execution of both regular and ad hoc activities such as plan reviews, RFP processes, target date fund (TDF) analyses, and strategic planning sessions.
• Maintain a deep understanding of ERISA regulations and industry trends to ensure clients remain compliant and informed.
• Identify opportunities to improve plan outcomes and mitigate fiduciary risk through proactive consultation and data-driven recommendations.
• Serve as the primary point of contact for client inquiries, resolving issues efficiently and escalating complex matters when necessary.
• Support adoption of new products, platforms, and services that align with client goals and improve operational efficiency.
• Participate in internal initiatives to enhance service delivery, streamline processes, and elevate the client experience.
• Occasionally travel to client sites for relationship management, presentations, and strategic planning sessions.

Required

• Bachelor's degree or the equivalent combination of education and relevant experience
• 2+ years related experience in the retirement plan industry.
• Maintains FINRA Series 65 or attains within 90 days of employment.
• Project management skills
• Account management skills

Compensation & Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

Why Join IMA?

• We’ve built a reputation for putting our associates first
• We work in teams. We sell in teams. We win and prosper as a team
• We provide support systems and resources that enable each of our associates to focus on what they do best
• As an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly
• We are recognized nationally as a leader in our industry