Retirement Manager

I. Job Summary

In this role, you’ll take the lead in managing our corporate retirement programs—including 401(k), pension, and nonqualified deferred compensation plans. You’ll own the day-to-day operations, ensure compliance with ERISA and regulatory requirements, and partner with top-tier vendors to keep everything running smoothly.

As the go-to subject matter expert, you’ll guide employees and internal teams through complex retirement questions, optimize processes for efficiency and accuracy, and drive continuous improvements that enhance participant satisfaction. Your deep knowledge of retirement regulations and industry trends will help us stay ahead and deliver best‑in‑class solutions.

• Coordinates the administration of corporate retirement programs, including 401(k), pension, and nonqualified deferred compensation plans. Oversees day‑to‑day operations such as eligibility, enrollments, contributions, distributions, loan processing, compliance testing, and regulatory reporting. Ensures accuracy, timeliness, and adherence to plan documents and ERISA requirements.
• Manages all retirement plan vendors (recordkeeper, trustee, actuary, and auditors). Oversees service level performance, escalation management, data integrity, and plan operations. Ensures vendors meet contractual obligations and support organizational goals.
• Implements and maintains operational controls to ensure high‑quality plan administration. Continuously evaluates processes to improve efficiency, accuracy, compliance, and participant experience. Oversees quality reviews and issue resolution.
• Provides expert guidance to HR, payroll, finance, and employees regarding retirement plan provisions, eligibility rules, compliance requirements, and distribution options. Serves as the subject matter expert for complex retirement inquiries.
• Maintains deep technical knowledge of retirement plan regulations and industry developments, including ERISA, IRS, DOL, SEC guidance, and emerging best practices. Applies this expertise to ensure ongoing compliance and recommend plan improvements.
• Ensures accurate maintenance of all retirement‑related records and documents, including plan documents, SPDs, amendments, audit support files, operational procedures.
• Develops and delivers retirement plan communications, including employee education materials, open enrollment content, retirement planning resources, and compliance notices. Helps improve participant retirement readiness through effective communication strategies.
• Oversees personnel needs of the retirement benefits team, including hiring, coaching, workflow management, training, and performance evaluation. Provides input on compensation, promotion, disciplinary actions, and staffing decisions.
• Supports annual retirement plan audits (financial statements and operational audits). Coordinates data gathering, testing, and remediation activities. Partners with auditors, payroll, finance, and vendors to ensure accurate reporting and timely completion.

• Required Qualifications
• Bachelor’s Degree or equivalent experience, in Human Resources, Business Administration or similar area of study
• Seven to ten years previous HR or Benefits experience experience
• At least 5 years retirement plan management and/or administration experience
• Preferred Qualifications
• Master’s Degree or equivalent experience, in Human Resources, Business Administration or similar area of study
• Retirement plan management and/or administration experience

Listed below are key points regarding physical demands, physical and occupational risks, and the work environment of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

Office—Houston, TX:
This job primarily operates in a professional office environment and routinely requires the use of standard office equipment such as computers, phones, copy machines, etc.

• Benefits at WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short‑Term Disability. As well as a Stock Purchase Plan, company match on 401(k), and more! Employees also receive paid vacation, holidays, and personal days. Please note that benefits may vary by site.

If this sounds like the opportunity that you have been looking for, please click "Apply."