Plan Manager, Retirement Plans & Compliance

NFP, an Aon company

Georgia

On-site

USD 54,000 - 86,000

Full time

4 hours ago
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Benefits offered by this job

401(k) with match
PTO and paid holidays
Health & wellness programs
Exclusive discount programs

Job summary

NFP, an Aon company, is seeking a Plan Manager to join our collaborative team in Georgia. You will drive client service delivery, manage plan administration activities, and ensure compliance with applicable regulations while supporting a growing client base.

The role emphasizes strong communication, teamwork, and proactive problem solving, with opportunities to leverage Excel, Word, and Outlook in daily tasks and contribute to our PeopleFirst culture.

Qualifications

  • Bachelor's degree or equivalent experience in a related field.
  • 5+ years of retirement industry experience, preferably in plan administration.
  • Outstanding communication and interpersonal skills.
  • Diligent with demonstrated problem‑solving skills.
  • Ability to work effectively in a team environment and adapt to change.

Responsibilities

  • Proactively communicate with clients regarding all aspects of service delivery and plan development consulting.
  • Respond to client inquiries in a timely and professional manner.
  • Provide comprehensive administrative support, including participant statements, contributions, distributions, reconciliations, and plan reporting.
  • Advise plan sponsors on plan activity and its compliance with plan documents and applicable regulations.
  • Backup and support other team members as required.

Skills

Communication
Interpersonal skills
Problem solving
Teamwork
Adaptability
Technology literacy
Excel
Word
Outlook

Education

Bachelor's degree
Equivalent experience

Tools

Excel
Word
Outlook

Job description

NFP, an Aon company, is seeking a Plan Manager to join our collaborative team in Georgia. You will drive client service delivery, manage plan administration activities, and ensure compliance with applicable regulations while supporting a growing client base.

The role emphasizes strong communication, teamwork, and proactive problem solving, with opportunities to leverage Excel, Word, and Outlook in daily tasks and contribute to our PeopleFirst culture.

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