Overview:
For over 30 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. A growing, Houston-based professional services firm, G&A Partners is currently seeking a Manager, Retirement Services - Onboarding to join its team at the corporate office or G&A satellite office, or in a fully remote capacity.
A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses and the opportunity to work for a highly respected and award-winning company.
Summary
The Manager, Retirement Services- Onboarding leads retirement plan operations, team performance, compliance oversight, and service delivery. This role exercises discretion and independent judgment in managing workflow, vendor and client relationships, operational controls, reporting, resources, and issue resolution to ensure accurate, timely, and compliant retirement services. The Manager partners with internal stakeholders and leadership to improve processes, support technology and service enhancements, and advance departmental and business objectives.
Reasonable Accommodations Statement:
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.
Responsibilities:- Manage team workflow, priorities, capacity, and service queues to ensure timely, accurate retirement services deliverables.
- Lead, coach, and develop team members through feedback, performance management, training, and quality reviews.
- Supervise and direct the work of assigned Retirement Services team members, including assigning work, setting priorities, monitoring performance, providing coaching and feedback, and making recommendations regarding hiring, performance evaluations, corrective action, promotions, and other employment-related decisions.
- Oversee retirement plan operations, including onboarding, administration, payroll integrations, contributions, reconciliations, and corrections.
- Ensure compliance with ERISA, IRS, DOL, plan document, and company requirements through effective controls, procedures, and documentation.
- Support plan audits, compliance testing, Form 5500 coordination, regulatory updates, and related compliance activities.
- Exercise discretion and independent judgment as the escalation point and subject matter resource for complex client, vendor, participant, compliance, and operational issues.
- Build effective relationships with clients, vendors, and internal partners, including payroll, benefits, finance, sales, and client service teams.
- Monitor vendor performance, service levels, deliverables, and issue resolution.
- Set and monitor departmental goals, KPIs, service standards, workforce plans, budgets, and resources.
- Analyze performance, service trends, operational data, and retirement plan activity to inform reporting, recommendations, and leadership decisions.
- Lead process improvement, automation, and technology initiatives that improve quality, scalability, accuracy, and efficiency.
- Support departmental and organizational growth initiatives aligned with business objectives.
Other Duties:
- Perform other duties as assigned.
- Must be able to occasionally travel.
Education:
- High school diploma or equivalent required.
- Associate or bachelor’s degree in business, human resources, finance, benefits administration, or related field preferred.
- Equivalent combination of education, training, and experience may be considered.
Skills & Experience:
- 7–10+ years of retirement plan administration, compliance, benefits, or related retirement services experience.
- 3+ years of experience leading teams, managing workflows, and overseeing operational functions.
- Demonstrated knowledge of ERISA, IRS, DOL, plan documents, compliance testing, and retirement plan operations.
- Experience managing complex client, vendor, and cross-functional business relationships.
- Ability to exercise discretion and independent judgment in evaluating operational issues, compliance risks, service trends, controls, reporting, and process improvement opportunities.
- PEO, payroll, benefits administration, or professional services experience strongly preferred.
- Bilingual Spanish/English skills a plus.
Computer Skills:
- Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Teams required.
- Experience with HRIS, payroll, benefits administration, retirement plan recordkeeping, or case management systems preferred.
- Experience with PrismHR preferred.
Certifications/Licenses:
- QKA, QKC, CPC, ERPA, APA, or other retirement industry certification preferred.
- Must be able to obtain an applicable retirement industry certification within 12 months of hire.
High school diploma required; 7-10+ years retirement plan administration experience; 3+ years team leadership; ERISA/IRS/DOL knowledge; Microsoft Office proficiency; must obtain retirement industry certification within 12 months.
Key Responsibilities
- managing retirement operations
- leading team
- ensuring compliance
Skills & Tools
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, PrismHR
Job Details
- Category: Human Resources
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 102,000 – 135,000 / year
- Languages: English
Benefits
- Generous paid time off
- Retirement plan
About G&A Partners
A Houston-based professional services firm providing proven HR solutions and technology to entrepreneurs. — Industry: Consulting Services