Retirement Plan Manager

Unified Women's Healthcare

8h

About The Position

The Retirement Plan Manager provides strategic and operational oversight of the Company’s qualified retirement plans, ensuring regulatory compliance, effective vendor management, and a strong participant experience. This role is responsible for the end-to-end administration, governance, and ongoing evolution of retirement programs, including plan design, migrations, and alignment with organizational and physician group objectives.

Requirements

• Bachelor’s degree in Human Resources, Business, Finance, or related field required.
• 7–10 years of retirement plan experience, including plan administration and vendor management.
• Strong working knowledge of ERISA, IRS, and qualified plan compliance requirements.
• Strong analytical, organizational, and communication skills.

Nice To Haves

• Demonstrated experience with plan migrations, integrations, or MEP structures strongly preferred.
• Experience presenting to senior leadership or physician groups preferred.
• CEBS, C(k)P, QKA or similar certification preferred

Responsibilities

• Provides strategic oversight of day‑to‑day administration of retirement plans, ensuring accurate and timely processing of contributions, loans, distributions, eligibility, and plan transactions across the enterprise.
• Accountable for regulatory compliance with ERISA, IRS, and DOL requirements; oversees audits, regulatory filings, nondiscrimination testing, and governance of plan documentation and controls.
• Leads retirement vendor management strategy, including selection, performance management, and governance of recordkeepers, TPAs, advisors, and other service providers.
• Oversees profit‑sharing strategy and execution, ensuring alignment with plan design objectives, coordination with Finance/Payroll, and stakeholder communication.
• Leads plan migrations, integrations, and participation in the Company’s MEP strategy, including onboarding new markets and transitioning legacy plans to promote growth and scalability.
• Supports fiduciary governance by preparing materials for Retirement Committee meetings, coordinating investment reviews, and ensuring appropriate documentation of fiduciary decisions and actions.
• Directs retirement education and communication strategy, delivering plan performance insights, enhancements, and educational presentations to physician groups (CGBs) and senior leadership.
• Monitors plan analytics, participation, and utilization trends; provides recommendations to enhance plan design, competitiveness, and employee engagement.
• Partners closely with internal stakeholders (HR, Payroll, Finance, Legal) to ensure alignment and execution of retirement strategies.
• Participates in vendor RFPs, plan design enhancements, and Total Rewards initiatives.
• Manages and develops direct report, including oversight of day-to-day execution and professional development.
• Other duties as assigned

Benefits

• Medical, dental, and vision plans
• Fertility benefits
• Supplemental insurance options
• Vacation
• Personal days
• Paid holidays
• 401(k) with employer contribution
• Flexible Spending Accounts (FSAs)
• Health Savings Accounts (HSAs)
• Short- and long-term disability
• Paid parental leave
• Basic life insurance
• Optional additional coverage
• Employee Assistance Program
• Commuter benefits
• Pet insurance
• Identity theft protection
• Opportunities and resources to support your career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees