Retirement Plan Manager — Client-Focused & Growth

Aon plc; Northern (KY); Hybrid; USD 54,000 - 86,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP, an Aon company, seeks a driven Plan Manager to join its retirement services team. You will advise plan sponsors, handle administrative tasks, and support client service delivery in a collaborative, people-first environment.

The role emphasizes strong communication, team collaboration, and a proactive approach to plan activity and regulatory compliance. A background in retirement plan administration is preferred.

Qualifications

• Bachelor's degree or equivalent experience and background.
• 5+ years of retirement industry experience, preferably in Nonqualified Deferred Compensation plan administration.
• Outstanding communication and interpersonal skills.
• Diligent with demonstrated problem-solving skills.
• Ability to work effectively in a team environment.
• Willingness to adapt to changing situations and embrace technology.
• Strong desire to learn and grow within the organization.
• Proficiency in Excel, Word, and Outlook.

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

Teamwork

Problem solving

Adaptability

Willingness to learn

Education

Bachelor's degree or equivalent experience

Tools

Excel

Word

Outlook

Job description

NFP, an Aon company, seeks a driven Plan Manager to join its retirement services team. You will advise plan sponsors, handle administrative tasks, and support client service delivery in a collaborative, people-first environment.

The role emphasizes strong communication, team collaboration, and a proactive approach to plan activity and regulatory compliance. A background in retirement plan administration is preferred.