Retirement Plan Manager - AZ
Core
Strategic leader for the implementation and ongoing administration of employer-sponsored 401(k) plans, ensuring ERISA compliance and seamless client onboarding.
Role type
Senior Retirement Plan Manager (401k administration & compliance)
Builds
Employer-sponsored 401(k) plans
Domain
HR Technology / Benefits Administration
Deliverable
client delivery
Required skills
ERISA regulations, 401(k) plan administration, fiduciary responsibilities, plan design, nondiscrimination testing, Form 5500, payroll vendor integrations, CRM management, regulatory compliance
Preferred skills
ASPPA or NIPA certification, co-employment models, master plans, multiemployer onboarding, data transmission standards
Responsibilities
Lead onboarding of new 401(k) plans, serve as primary point of contact for assigned clients, coordinate distribution of participant notices, monitor contribution submissions and eligibility tracking, prepare and review plan documents and service agreements, support nondiscrimination testing and Form 5500 assistance, maintain CRM data, facilitate employer training sessions
Seniority
Senior, hands-on IC
