Retirement Plan Manager - Hybrid

This is a hybrid position based at our beautiful corporate office located in Brentwood, TN, with on-site work required Monday through Wednesday.

DUTIES AND RESPONSIBILITIES

• 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.

QUALIFICATIONS

EDUCATION

• Bachelor’s degree in Human Resources, Business Administration, Finance, or related field; equivalent experience and/or training may be considered.

EXPERIENCE

• 4–7 years of experience in retirement plan administration.

LICENSE(S)/CERTIFICATION(S)

• Certifications preferred: ASPPA, CEBS, ERPA

KNOWLEDGE/SKILLS/ABILITIES

• 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.

CORE COMPETENCIES

• N/A

WORKING CONDITIONS

PHYSICAL REQUIREMENTS

• Talk / Hear
• See
• Distinguish Color
• Stand
• Sit
• Repetitive Use of Hands

HAZARDS AND ATMOSPHERIC CONDITIONS

• Normal Office Surroundings

COMPETENCIES

Agility

• Resourcefulness: Adapts quickly to changing circumstances; cleverly navigates obstacles and constraints.
• Manages Uncertainty: Comfortable when things are in flux; readily shifts approach or behavior to fit changing circumstances.

Bias to Action

• Action Oriented: Propensity to act or decide and move forward with a logical approach; can decide and act without having the total picture.
• Delivering Results: Strives for high levels of achievement; maintains a clear and steady focus on meeting goals, despite obstacles; is resilient when encountering setbacks.

Customer Focus

• Identifying with Customers: Understanding who the external and internal customers are and what they value.

Managing Complexity

• Essence: Extracts the core meaning out of complex situations; can separate the important from the noise when problem solving; hunts for the root cause of successes and failures.

Manages Conflict

• Can hammer out tough agreements and settle disputes equitably. Stays positive, constructive, and respectful, even in disagreements or conflicts.

DISCLAIMER

• This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Benefits:

• 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!

ENVIRONMENTAL/WORKING CONDITIONS: Normal busy office environment with much telephone work. Possible long hours as needed. The description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve.

*If you are viewing this role on a job board such as Indeed.com or LinkedIn, please know that pay bands are auto assigned and may not reflect the true pay band within the organization.

*No Recruiters Please

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