Retirement Plan Manager

Surgery Partners, Inc

Retirement Plan Manager with end-to-end responsibility for operations, compliance, and vendor management. Managing retirement plans ensuring alignment with strategy and regulatory requirements.

Posted 6/6/2026full-timeNashville • Tennessee • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

retirement plan administrationeligibility processescontributions managementdistributions managementreportingrecordkeeping integritydata analysisprocess optimizationvendor managementproject management

Soft Skills

effective communicationcollaborationanalytical skillsproblem-solvingleadershiporganizational skillscross-functional communicationstakeholder managementcontinuous improvementindependent management

Certifications & Qualifications

ASPPACEBSERPA

Industry Keywords

ERISAIRSDOLqualified retirement plansnonqualified retirement plans401(k) structurescompliancegovernancefiduciary principlesoperational risk management

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!