Distro The Retirement Plan Manager leads implementation and administration of employer-sponsored 401(k) plans with expertise in ERISA regulations and compliance. This role manages onboarding, client support, and plan design guidance.
Responsibilities
Lead and support the onboarding of new 401(k) plans
Serve as the primary point of contact for an assigned book of retirement plan clients
Coordinate the distribution of participant notices and employer communications
Provide responsive support to employers and participants regarding plan operations
Monitor and assist with contribution submissions, rate changes, and eligibility tracking
Collaborate with the team to deliver seamless onboarding experience and ongoing client support
Assist in scheduling and facilitating employer training sessions
Prepare and review plan documents and service agreements
Oversee payroll vendor integrations and ensure accurate contribution processing
Support preparation and review of compliance documentation
Escalate operational issues or compliance concerns to senior team members
