Human Resources – Manager, Retirement Plans

Software Guidance & Assistance, Inc., (SGA), is searching for a Human Resources - Manager, Retirement Plans for a contract assignment with one of our premier insurance clients. Locations: Stamford, CT or New York (Hudson Yard), NY. Hybrid role - 3 days a week onsite.

In this role, you will execute retirement plan governance processes, support compliance activities, and manage vendor relationships to ensure effective plan operations. You will partner closely with internal stakeholders and external service providers to deliver a strong participant experience while maintaining high standards of operational excellence and regulatory compliance.

This is an opportunity to work in a highly collaborative environment where you will apply your retirement plan expertise to support a complex and evolving benefits landscape.

Responsibilities:

• Retirement Plan Administration & Oversight
• Manage day-to-day administration of qualified and nonqualified retirement plans, including 401(k) and pension plans
• Oversee core plan activities such as eligibility, contributions, distributions, vesting, and benefit calculations
• Coordinate nondiscrimination testing, annual limits, audits, Form 5500 filings, and other regulatory requirements in partnership with internal teams and external vendors
• Support reconciliation, approval, and funding of defined benefit plan payments
• Governance & Compliance
• Execute governance processes for retirement plans, including 401(k) and nonqualified plan administration
• Maintain alignment between plan documents, Summary Plan Descriptions, and plan operations
• Support retirement committees, trustees, and leadership by preparing materials, reporting, and insights
• Identify, assess, and escalate operational, compliance, and fiduciary risks, and support remediation efforts
• Maintain documentation, including SOPs and operational controls
• Vendor Management
• Manage day-to-day relationships with retirement plan vendors, including recordkeepers, administrators, auditors, and consultants
• Monitor vendor performance against service expectations and support issue resolution and remediation activities
• Participate in vendor reviews and contribute to continuous improvement efforts
• Cross-Functional Collaboration
• Serve as a subject matter resource on retirement plans for HR, Payroll, Finance, Legal, Tax, and IT partners
• Collaborate with internal stakeholders and vendors to support process improvements and operational enhancements
• Contribute to materials and analysis supporting plan reviews and decision-making
  
  

Required Skills:

• 5-8 years of experience in retirement plan administration, operations, or governance
• Strong knowledge of qualified and/or non-qualified retirement plans, including defined benefit and defined contribution plans
• Working knowledge of ERISA requirements and retirement plan compliance practices
• Experience supporting audits, compliance testing, and regulatory filings
• High proficiency in Excel and ability to analyze plan data and reporting
• Experience working with external vendors and managing service delivery
• Ability to manage multiple priorities in a fast-paced environment
• Strong analytical and problem-solving skills with attention to detail
• Sound judgment and ability to assess and escalate risk appropriately
• Ability to translate complex retirement concepts into clear, actionable insights
• Collaborative, team-oriented approach with strong communication skills
• Proven ability to balance execution with process improvement
• Bachelor's degree or equivalent experience
  
  

Preferred Skills:

• Experience in a large corporate or financial services organization
• Professional designation (e.g., CEBS, QPA, QKA) or advanced degree
  
  

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.