Retirement Manager

Jackson Walker; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Retirement Manager to lead the administration of retirement plans and benefits. This full-time role involves overseeing 401(k) plans and ensuring compliance with federal regulations. You'll manage vendor relationships, prepare annual reports, and maintain the HRIS system's data integrity. The ideal candidate will have strong analytical and leadership skills, with a passion for fostering a collaborative team environment. Join a dynamic firm where your expertise will make a difference in employees' retirement planning and benefits engagement.

Qualifications

• 4+ years of experience in Retirement Plan Management or Employee Benefits.
• Proficient in HRIS and vendor management.

Responsibilities

• Oversee day-to-day administration of retirement programs.
• Ensure compliance with federal regulations and manage vendor relationships.

Skills

HRIS proficiency

Vendor management

Analytical skills

Leadership skills

Communication skills

Organizational skills

Education

Bachelor’s degree

SHRM certification

Tools

Microsoft Office Suite

Retirement plan platforms

Job description

Career Opportunities with Jackson Walker

A great place to work.

Current job opportunities are posted here as they become available.

Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening.

Retirement Manager

FLSA Status: Exempt

Department: Human Resources

Reports To: Director of Benefits

Location: This role can sit in any of Jackson Walker's office locations and candidate applications within those cities will also be considered.

Job Summary: Jackson Walker, the largest firm in Texas, has an exciting full-time employment opportunity for a Retirement Manager in one of our Texas offices. The Retirement Manager oversees the general administrative functions and activities related to retirement plans and benefits.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Specific duties of this position include, but are not limited to:

• Responsible for the day-to-day administration of the retirement programs including 401(k) plans, Defined Benefit Plans and Profit Sharing
• Manage relationships with external vendors, including plan record keepers, advisors, actuaries, and auditors ensuring timely and accurate plan execution
• Ensure that all retirement benefit plans comply with federal regulations, including ERISA, IRS guidelines, and other legal requirements and compliance
• Lead and assist with the preparation of annual reports, regulatory filings, and audits
• Maintain knowledge of trends, developments, best practices, and legal and regulatory changes in retirement planning and administration
• Responsible for timely and accurate retirement plan funding for all plans
• Collaborate with finance department to manage retirement plan budgets
• Responsible for the data integrity of the HRIS system as it relates to retirement benefits, reporting and analytics
• Organize quarterly retirement meetings and incorporate and implement any changes or directives from the Retirement Plan Committee.
• Serve as the primary point of contact for employee inquiries related to retirement benefits and plan options
• Lead initiatives to effectively communicate retirement benefits to employees, ensuring clear understanding and engagement with available retirement resources and tools.
• Foster a collaborative and results-oriented team environment, ensuring high levels of service and expertise in managing retirement benefits
• Performs other duties as required.

QUALIFICATIONS:

• Proficiency with human resources information systems (HRIS), Retirement plan platforms, and Microsoft Office Suite
• Proven ability to manage vendor relationships and ensure compliance with contractual obligations
• Strong analytical skills with the ability to interpret data, generate reports, and provide strategic insights
• Exceptional leadership, communication, and interpersonal skills, with the ability to collaborate effectively across teams
• Self-motivated, highly organized, with the capacity to manage multiple priorities simultaneously and maintain a high level of attention to detail
• Strong ability to explain complicated concepts in an understandable manner to a variety of audiences

Education:

• Bachelor’s degree from an accredited college or university preferred.
  • High school diploma or GED required.
• SHRM certification preferred.

Years of Experience:

• Minimum of 4 years’ experience in a law firm or professional services office with experience in Retirement Plan Management and/or Employee Benefits.

Physical Requirements:

• Good hearing and clear speaking voice.

Working Conditions:

• Normal office environment with little exposure to excessive noise and temperature.
• Work sometimes requires more than 40 hours per week to perform the essential duties of the position.

We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran status, sexual orientation, gender identity, pregnancy, genetic information, or any other characteristic protected by applicable federal, state, or local law and will not be discriminated against on the basis of disability. It is our intention that all qualified applicants are given equal opportunity and that employment decisions be based on job-related factors.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.