Retirement Plans Manager

Green Key Resources LLC; Bethesda (MD); On-site; USD 120,000 - 170,000; Full time

Job summary

Green Key Resources LLC is seeking a Retirement Plans Manager to oversee administration, governance, and compliance of the organization's retirement programs. You will collaborate with cross-functional teams to ensure operations run smoothly while meeting ERISA, SECURE Act, and IRS requirements.

In this role you will lead a retirement team, develop employee communications, manage vendor relationships, run plan performance reports, and coach staff.

Qualifications

• Bachelor’s degree or higher in a related field is required or preferred.
• Strong analytical and numerical abilities are essential.
• Excellent written and verbal communication across diverse audiences.

Responsibilities

• Co-manage daily operations and administration of retirement plans, ensuring adherence to SOPs and governance workflows.
• Execute accurate calculations, reconciliations, and data audits for retirement plan contributions.
• Oversee payroll funding processes and perform deferral and match calculations.
• Ensure compliance with federal and state regulations, including ERISA and DOL guidelines.
• Collaborate with accounting and finance teams to forecast retirement plan expenses.
• Prepare and review detailed performance reports and lead educational presentations for employees.
• Participate in vendor RFPs and evaluations to improve service delivery.
• Resolve complex participant and operational issues with clear documentation and rationale.

Skills

Analytical skills

Communication skills

Spanish language (beneficial)

Education

Bachelor’s degree in Finance, Accounting, Human Resources, or related field

Tools

Excel

Workday

SAP/EC Payroll

Job description

Retirement Plans Manager Overview

• The Retirement Plans Manager will oversee the administration, governance, and compliance of the organization's retirement programs.
• Collaborate with cross-functional teams to ensure seamless operations and adherence to regulatory requirements.
• Develop and execute structured employee retirement communications and educational outreach initiatives.
• Maintain strong relationships with vendors and service providers to enhance plan offerings.
• Participate in compliance audits and ensure adherence to ERISA, SECURE Act, and IRS guidelines.
• Lead the preparation and review of detailed plan performance reports with quantitative accuracy.
• Provide leadership and mentorship to the retirement team, fostering a collaborative environment.
• Monitor regulatory updates and assist in updating team documentation and SOPs as needed.
• Ensure strict discretion when managing sensitive financial and employee information.

Retirement Plans Manager Key Responsibilities & Duties

• Co-manage daily operations and administration of retirement plans, ensuring adherence to SOPs and governance workflows.
• Execute accurate calculations, reconciliations, and data audits for retirement plan contributions.
• Oversee payroll funding processes and perform deferral and match calculations.
• Ensure compliance with federal and state regulations, including ERISA and DOL guidelines.
• Collaborate with accounting and finance teams to forecast retirement plan expenses.
• Maintain vendor relationships and evaluate service options to enhance plan offerings.
• Prepare and review detailed performance reports and lead educational presentations for employees.
• Participate in vendor RFPs and evaluations to improve service delivery.
• Resolve complex participant and operational issues with clear documentation and rationale.

Retirement Plans Manager Job Requirements

• Bachelor’s degree in Finance, Accounting, Human Resources, or related field preferred.
• 8+ years of experience in defined contribution plan administration, including team leadership.
• Proven expertise in ERISA, SECURE Act, DOL, and IRS regulations.
• Advanced proficiency in Excel and exceptional analytical skills.
• Experience with HRIS/Payroll platforms such as Workday or SAP/EC Payroll preferred.
• Professional certifications like CEBS, QKA, CPSP, or SHRM-CP/SCP are advantageous.
• Strong written and verbal communication skills for diverse audiences.
• Ability to build respectful peer relationships and foster shared accountability.
• Proficiency in Spanish is beneficial but not required.