Retirement Plan Manager

About the role

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary oversight. This role blends deep industry knowledge with consultative expertise to help plan sponsors achieve their retirement plan goals.

Responsibilities

• Serve as the primary contact to retirement plan clients. Delivering guidance on investment selection, plan design optimization, and fiduciary best practices.
• Conduct 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.
• Supports and demonstrates IMA’s core values.

Requirements

• 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

Qualifications

• Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Skills

• Deep industry knowledge
• Consultative expertise
• Comprehensive plan reviews
• Vendor transitions
• Participant engagement strategies
• Client meetings and presentations
• Compliance oversight
• ERISA regulations and industry trends
• Proactive consultation and data-driven recommendations
• Client inquiries resolution
• New product/adoption support
• Internal initiative participation
• Travel to client sites
• Core values demonstration

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

Pay

The final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Schedule

Occasional travel to client sites may be required.