Implementation Manager

MP: Wired for HR; Jacksonville (FL); Remote; USD 80,000 - 90,000; Full time

Job summary

A retirement plan services provider is looking for an Implementations Manager to lead the onboarding of new retirement plan clients. The role involves coordinating with internal teams, clients, and service providers to ensure smooth transitions and compliance. Ideal candidates will have at least three years of experience in retirement plans, strong knowledge of 401(k) administration, and excellent communication skills. This position is fully remote with a competitive salary package.

Qualifications

• Minimum of three years of experience working with retirement plans or financial services.
• Strong working knowledge of 401(k) plan administration including eligibility, contributions, and compliance.
• Familiarity with payroll processes related to 401(k) contributions.

Responsibilities

• Lead the onboarding of new 401(k) plans ensuring smooth implementation.
• Serve as primary contact throughout the implementation lifecycle.
• Ensure data accuracy to support compliant plan operation.

Skills

401(k) plan administration

Client communication

Data validation

Project management

Compliance knowledge

Job description

Our client is a full-service 401(k) recordkeeper, third-party administrator (TPA), and registered investment advisor (RIA). They partner with plan sponsors, advisors, and payroll providers to deliver accurate, compliant, and efficient retirement plan administration. They aim to deliver a white-glove service to our clients and plan participants through fast, high-quality responses and proactive communication, leveraging technology to empower their people to do their best work.

WHAT YOU WILL DO:

The Implementations Manager for Retirement Plan Services, Inc. is responsible for leading the end-to-end onboarding of new retirement plan clients, ensuring a smooth, timely, and transparent transition onto the platform.

As an individual contributor, this role serves as the primary point of contact throughout implementation, coordinating closely with internal teams, prior service providers, and clients to deliver a best-in-class onboarding experience.

The Implementations Manager also plans deconversions for clients transitioning away from our client, coordinating with clients, successor providers, and internal teams to ensure timely, accurate, and well-communicated offboarding.

This role maintains high standards of professionalism and compliance throughout the process, protecting the client's brand and client experience through the final interaction.

KEY ACCOUNTABILITIES:

• Lead the end-to-end onboarding of new 401(k) plans, including MEPs and PEPs, ensuring a smooth, accurate, and timely implementation experience
• Serve as the primary point of contact for new clients throughout the implementation lifecycle, setting expectations and maintaining clear, proactive communication
• Own implementation timelines, milestones, and deliverables, driving accountability across all parties
• Obtain necessary information to ensure accurate configuration of plan provisions, eligibility, contributions, vesting, and related features
• Coordinate with internal teams, vendors, advisors, and payroll providers to support successful plan launch
• Adapt quickly to new technologies and implementation tools, supporting ongoing system enhancements and platform improvements
• Oversee the collection, review, and validation of plan documents, payroll data, and historical plan information
• Ensure accurate payroll integration and contribution processing, including deferral elections, employer contributions, and remittance timing
• Validate data accuracy to support compliant plan operation from inception
• Apply working knowledge of retirement plan compliance requirements, including 401(k) nondiscrimination rules, to ensure plans are established correctly
• Lead the deconversion process for departing clients, coordinating timelines, data transfers, and documentation with clients, successor providers, and internal teams

WHAT YOU NEED:

• Minimum of three (3) years of experience working with retirement plans or financial services
• Strong working knowledge of 401(k) plan administration - including eligibility, contributions, vesting, and compliance requirements
• Familiarity with payroll processes as they relate to 401(k) contributions
• ASPPA credentials preferred (or willingness to obtain)
• Experience with pooled plan arrangements (MEPs/PEPs), strongly preferred

ADDITIONAL INFORMATION:

• Location: 100% Remote
• Compensation: $80-$90k annually plus bonus opportunity!