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Retirement Services Plan Manager

OneAmerica Financial Partners, Inc

in Indianapolis IN

Logo for OneAmerica Financial Partners, Inc

At OneAmerica, we deliver on promises when customers need us most.  We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals.  We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

Job Summary

The Plan Manager is responsible for the day-to-day plan administration of retirement plans.  This role acts as the primary resource for the day-to-day contact for the customer’s retirement plan. 

The Plan Manager is responsible for developing a relationship with each client and establishing themselves as the expert for the plan’s administrative needs.  The purpose of this relationship is to facilitate efficient plan administration, satisfaction, and client retention. 

Externally, the Plan Manager may work with third-party auditors, consultants, advisors, third-party administrators, and outside legal counsel.  Internally, the Plan Manager works closely with Regional Offices, Transitions, Fee & Billing, Marketing, Participant Contact Center, Operations, RPCRS, and Business Solutions/Technical team.

The Plan Manager is responsible for ensuring the plan operates according to the provisions outlined in the OneAmerica document, as adopted by each client.  The Plan Manager should be able to effectively interpret complex plan provisions detailed within the legal plan documentation.  The Plan Manager will ensure the plan operates according to services and products selected by the client in the plan’s service level agreement.  The Plan Manager will partner with the necessary departments to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements or service standards.

The Plan Manager is responsible for understanding the complexities contained within each document’s plan provisions and understanding the applicable compliance testing requirements for each client. When required, the Plan Manager is responsible for taking the appropriate corrective action necessary to bring the plan into compliance. Corrective actions may include the distribution of assets, corrective contributions, or amendment to the plan’s legal document. This role must prioritize deliverables to meet compliance-based deadlines such as annual census, annual testing, assisting clients with 5500 completions, audit assistance and annual notice requirements.

The Plan Manager must anticipate client needs, escalate concerns, and apply their professional knowledge and judgment to ensure the plan continues to operate in compliance with the plan’s legal documentation, IRS and DOL guidance, and fiduciary duties. While servicing clients, it is critical for the Plan Manager to be cognizant of fiduciary concerns and duties required in the administration of each plan.  

  • Research and respond to client requests in a manner that meets or exceeds client expectations.
  • Collaborate with internal operations, field services, and regulatory services team to meet client objectives.
  • Provide support and direction to less experienced team members and serve as an internal subject matter expert on various regulatory and technical items.
  • Participate in process improvement and/or projects/committees to enhance client service deliverables or internal workflow efficiencies

Job Requirements

Required Education and/or Certifications

  • 4-year degree; or 2-year degree with related experience; or 4 years related experience.

Recommended Work Experience

  • 3+ Years in retirement Industry or equivalent experience in customer service within financial industry
  • Experience in retirement plan servicing strongly preferred
  • Ability to work in a fast-paced, high-volume team environment with adherence to accuracy and timeliness standards established by departments.  Desire to exceed internal and external client service needs. 
  • Ability to prioritize duties, show initiative to complete tasks within required deadlines, detail-minded, organized, and a self-starter. Must have strong verbal and written communication skills.
  • ASPPA QKA, TGPC, CEBS OR RPA a plus
  • Or any combination of education and experience which would provide an equivalent background

Salary Band: 04A

As a condition of employment, OneAmerica requires that all new hires who received a job offer on or after 11/1/21 provide evidence of vaccination against COVID-19 within 60 days of their start date of employment with OneAmerica, unless an exemption has been granted as an accommodation due to the individual’s medical condition, sincerely held religious belief, or other legal requirement. Once employment begins, new associates will be required to submit proof of COVID-19 vaccination through the confidential and secure HR Service Center process within 60 days of their start date.  If a new associate is unable to be vaccinated against COVID-19 due to a medical condition or sincerely held religious belief, the associate will have three weeks from the associate’s start date of employment to submit a request for an exemption for review and consideration by OneAmerica.    

Due to the COVID-19 pandemic, the majority of OneAmerica associates are currently working remotely in accordance with our safety protocols.  The selected candidate will be expected to temporarily work remotely for an unspecified period of time as determined in OneAmerica’s sole discretion.  When normal business operations resume, the selected candidate will be expected to physically return to work in the office located in Indianapolis, IN. 

If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York. 

Disclaimer:  OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.

How to Apply

Please apply online using the "Apply Now" button below or email Lynna White: Lynna.White@oneamerica.com

Apply Now


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