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Retirement Plan Manager
Surgery Partners, IncRetirement Plan Manager with end-to-end responsibility for operations, compliance, and vendor management. Managing retirement plans ensuring alignment with strategy and regulatory requirements.
About the role
Key responsibilities & impact- Administers end-to-end retirement plan operations, ensuring accurate, timely, and compliant execution of all plan processes, including eligibility, contributions, distributions, reporting, and recordkeeping integrity.
- Primary resource for NDT and audits.
- Ensures compliance with all applicable federal and state regulations governing qualified retirement plans, including ERISA, IRS, and DOL requirements, and implements regulatory updates into plan operations and documentation.
- Serves as program owner for retirement plans, providing overall governance, operational oversight, and alignment with organizational strategy and plan design intent.
- Partners with external vendors, including recordkeepers, and consultants, to ensure effective service delivery, issue resolution, and ongoing performance management.
- Collaborates with internal stakeholders including but not limited to HR and Payroll to ensure accurate data exchange, consistent processes, and effective retirement plan administration.
- Leads retirement plan design changes, system enhancements, and implementation initiatives, ensuring successful execution and clear cross-functional communication.
- Manages retirement governance activities, including committee support, reporting, documentation, and preparation of materials to support decision-making and oversight.
- Serves as escalation point for complex participant issues and drives continuous improvement efforts, including process optimization, communication support, and moderately complex retirement-related projects.
Requirements
What you’ll need- Bachelor’s degree in Human Resources, Business Administration, Finance, or related field; equivalent experience and/or training may be considered.
- 4–7 years of experience in retirement plan administration.
- Certifications preferred: ASPPA, CEBS, ERPA
- Comprehensive knowledge of qualified and nonqualified retirement plan administration, including 401(k) structures and related regulatory frameworks (ERISA, IRS, DOL).
- Strong understanding of retirement plan compliance, governance, fiduciary principles, and operational risk management.
- Strong analytical skills to interpret plan data and resolve complex issues.
- Ability to manage vendors and coordinate external retirement service providers.
- Effective communication and collaboration across internal and external stakeholders.
- Ability to independently manage a complex retirement program and drive process improvements.
Benefits
Comp & perks- Comprehensive health, dental, and vision insurance
- Health Savings Account with an employer contribution
- Life Insurance
- PTO
- 401(k) retirement plan with a company match
- And more!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan administrationeligibility processescontributions managementdistributions managementreportingrecordkeeping integritydata analysisprocess optimizationvendor managementproject management
Soft Skills
effective communicationcollaborationanalytical skillsproblem-solvingleadershiporganizational skillscross-functional communicationstakeholder managementcontinuous improvementindependent management
Certifications
ASPPACEBSERPA