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IMA Financial Group, Inc. · 1 week ago

Retirement Plan Manager

Wichita, KS

Full-time

Hybrid

Entry, Mid Level

2+ years exp

IMA Financial Group, Inc. is a leading company in the retirement planning industry, seeking a Retirement Plan Manager to serve as a trusted advisor to employer-sponsored retirement plan clients. The role involves delivering strategic guidance on investment selection, plan design optimization, and fiduciary oversight to enhance participant outcomes and mitigate fiduciary risk.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Serve as the primary contact to retirement plan clients. Delivering guidance on investment selection, plan design optimization, and fiduciary best practices

Conduct comprehensive plan reviews, including investment performance analysis, fee benchmarking, and compliance oversight

Collaborate with internal specialists to implement plan enhancements such as vendor transitions, contribution structure changes, and participant engagement strategies

Lead client meetings and presentations, including enrollment sessions, employee education meetings, and committee reviews

Maintain and proactively coordinate the client meeting calendar and cadence, ensuring timely execution of both regular and ad hoc activities such as plan reviews, RFP processes, target date fund (TDF) analyses, and strategic planning sessions

Maintain a deep understanding of ERISA regulations and industry trends to ensure clients remain compliant and informed

Identify opportunities to improve plan outcomes and mitigate fiduciary risk through proactive consultation and data-driven recommendations

Serve as the primary point of contact for client inquiries, resolving issues efficiently and escalating complex matters when necessary

Support adoption of new products, platforms, and services that align with client goals and improve operational efficiency

Participate in internal initiatives to enhance service delivery, streamline processes, and elevate the client experience

Occasionally travel to client sites for relationship management, presentations, and strategic planning sessions

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Qualification

Retirement plan expertiseFINRA Series 65Account managementProject managementClient relationship managementFiduciary oversightCompliance knowledgeData-driven recommendationsCommunication skillsTeam collaboration

Required

Bachelor's degree or the equivalent combination of education and relevant experience

2+ years related experience in the retirement plan industry

Maintains FINRA Series 65 or attains within 90 days of employment

Project management skills

Account management skills

Benefits

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees