Retirement Plan Manager
IMA Financial Group(29 days ago)
About this role
The Retirement Plan Manager is a trusted advisor to employer-sponsored retirement plan clients, providing strategic guidance to optimize plan design, investment options, and fiduciary practices. The role involves benchmarking plan performance, navigating regulatory requirements, and delivering tailored solutions to improve participant outcomes and mitigate fiduciary risk. The manager collaborates internally to implement enhancements and supports client relationship management and education initiatives.
Required Skills
- Client Management
- Investment Selection
- Plan Design
- Fiduciary Oversight
- Plan Reviews
- Performance Analysis
- Fee Benchmarking
- Compliance Oversight
- Vendor Transitions
- Participant Engagement
+12 more
Qualifications
- Bachelor's Degree
- 2+ Years Experience
- FINRA Series 65
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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