What are the responsibilities and job description for the Retirement Plan Manager position at Synerfac Technical Staffing?
Key Responsibilities
* Act as the primary relationship manager for a portfolio of 20 to 30 mid-market retirement plan clients (e.g., 401(k), 403(b), 457 plans).
* Develop and maintain long-term relationships with plan sponsors, advisors, and key stakeholders.
* Coordinate plan onboarding, conversions, and ongoing administration activities.
* Proactively manage client needs, anticipate issues, and deliver timely, effective solutions.
* Partner with advisors, analysts, and compliance to ensure seamless service delivery.
* Educate clients on regulatory requirements (ERISA, DOL, IRS) and support plan compliance efforts.
* Identify opportunities to enhance client engagement, participant outcomes, and plan success.
* Support client retention efforts and contribute to growth through cross-functional collaboration.
* Maintain accurate client records and documentation in CRM and internal systems.
* Expected travel: minimal; most client meetings are handled virtually
Qualifications
* Bachelor"s degree in business, finance, economics, or a related field (or equivalent experience).
* 3 years of experience in retirement plan services, relationship management, or financial services.
* Strong working knowledge of defined contribution retirement plans and ERISA regulations.
* Excellent communication skills with the ability to explain complex concepts clearly.
* Comfort leading difficult conversations with sponsors about fees, fiduciary responsibilities, and plan design changes.
Preferred Credentials
* Retirement-focused designations such as AIF, QKA, or CRPS are preferred.
* Experience working with advisors, recordkeepers, or third-party administrators.
* Familiarity with plan reporting, investments, and fiduciary best practices.
* Series 6 or 7 and associated state licenses (Series 63, 65, or 66) are not required but considered a strong plus.
Salary : $75,000 - $95,000