Retirement Plan Manager

Unified Women's Healthcare

Florida

JOB DETAILS
LOCATION
Florida
POSTED
12 days ago
Overview:

Unified is a nationwide community of providers, operations specialists and thought leaders who look for the greatest opportunities to impact every woman’s health, at every stage of their journeys. We are unparalleled in our scale and ability to adapt to address unmet and underserved needs. Through 815+ clinics, 23 IVF labs, nationwide telehealth capabilities and targeted case management, our 2,700+ independent, affiliated providers deliver comprehensive women’s health services and continuously work to implement methods and develop techniques or platforms that improve the healthcare experience. We remain focused on enabling the discovery of new ways for our affiliated providers to deliver the high-quality care experience women deserve, in the ways they most wish to receive it, and collaborate across our community to make our vision a reality.

 

The Retirement Plan Manager provides strategic and operational oversight of the Company’s qualified retirement plans, ensuring regulatory compliance, effective vendor management, and a strong participant experience. This role is responsible for the end-to-end administration, governance, and ongoing evolution of retirement programs, including plan design, migrations, and alignment with organizational and physician group objectives.

 

Responsibilities:
  • Provides strategic oversight of day‑to‑day administration of retirement plans, ensuring accurate and timely processing of contributions, loans, distributions, eligibility, and plan transactions across the enterprise.
  • Accountable for regulatory compliance with ERISA, IRS, and DOL requirements; oversees audits, regulatory filings, nondiscrimination testing, and governance of plan documentation and controls.
  • Leads retirement vendor management strategy, including selection, performance management, and governance of recordkeepers, TPAs, advisors, and other service providers.
  • Oversees profit‑sharing strategy and execution, ensuring alignment with plan design objectives, coordination with Finance/Payroll, and stakeholder communication.
  • Leads plan migrations, integrations, and participation in the Company’s MEP strategy, including onboarding new markets and transitioning legacy plans to promote growth and scalability.
  • Supports fiduciary governance by preparing materials for Retirement Committee meetings, coordinating investment reviews, and ensuring appropriate documentation of fiduciary decisions and actions.
  • Directs retirement education and communication strategy, delivering plan performance insights, enhancements, and educational presentations to physician groups (CGBs) and senior leadership.
  • Monitors plan analytics, participation, and utilization trends; provides recommendations to enhance plan design, competitiveness, and employee engagement.

Additional Job Functions:

Partners closely with internal stakeholders (HR, Payroll, Finance, Legal) to ensure alignment and execution of retirement strategies. Participates in vendor RFPs, plan design enhancements, and Total Rewards initiatives. Manages and develops direct report, including oversight of day-to-day execution and professional development. Other duties as assigned

Qualifications:
  • Bachelor’s degree in Human Resources, Business, Finance, or related field required.
  • 7–10 years of retirement plan experience, including plan administration and vendor management.
  • Demonstrated experience with plan migrations, integrations, or MEP structures strongly preferred.
  • Strong working knowledge of ERISA, IRS, and qualified plan compliance requirements.
  • Experience presenting to senior leadership or physician groups preferred.
  • Strong analytical, organizational, and communication skills.
  • CEBS, C(k)P, QKA or similar certification preferred

 

We’re here for you—both personally and professionally.

 

Our benefits are designed to support you and your family at every stage of life. From health and wellness to financial security and career growth, we offer a comprehensive package to help you thrive.

 

Here’s a look at what we offer:

  • Health Coverage

Medical, dental, and vision plans, fertility benefits, and supplemental insurance options.

  • Paid Time Off

                     Vacation, personal days, and paid holidays to help you recharge.

  • Financial & Retirement Planning

401(k) with employer contribution, plus Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs).

  • Income Protection

Short- and long-term disability, paid parental leave, basic life insurance, and optional additional coverage.

  • Wellbeing Support

Employee Assistance Program, commuter benefits, pet insurance, and identity theft protection.

  • Professional Development

     Opportunities and resources to support your career growth.

About the Company

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Unified Women's Healthcare