What are the responsibilities and job description for the Retirement Senior Manager position at Forvis Mazars US?
Description & Requirements
The Retirement Senior Manager is a newly created role designed to build additional depth, structure, and strategic leadership within the firm's retirement programs as the organization continues to grow. This leader will own the strategy, administration, governance, and compliance of the firm's retirement programs, including 401(k) plans and profit-sharing, while serving as the firm's technical subject matter expert on retirement plan design, fiduciary oversight, operational controls, regulatory requirements, and participant experience. The Senior Manager will bring both deep technical expertise and innovative thinking to modernize retirement processes, leverage data and technology, strengthen governance, and ensure programs remain competitive, compliant, scalable, and aligned with the needs of a growing professional services and public accounting firm.
What You Will Do
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About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000 team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
The Retirement Senior Manager is a newly created role designed to build additional depth, structure, and strategic leadership within the firm's retirement programs as the organization continues to grow. This leader will own the strategy, administration, governance, and compliance of the firm's retirement programs, including 401(k) plans and profit-sharing, while serving as the firm's technical subject matter expert on retirement plan design, fiduciary oversight, operational controls, regulatory requirements, and participant experience. The Senior Manager will bring both deep technical expertise and innovative thinking to modernize retirement processes, leverage data and technology, strengthen governance, and ensure programs remain competitive, compliant, scalable, and aligned with the needs of a growing professional services and public accounting firm.
What You Will Do
- Serve as the firm's retirement plan subject matter expert, leading strategy, design, governance, administration, and continuous improvement for 401(k) and profit-sharing programs.
- Oversee retirement plan compliance, including census preparation, nondiscrimination testing, Form 5500 filings, audits, participant notices, regulatory updates, and correction processes.
- Own the annual profit-sharing calculation and allocation process, ensuring accuracy, timeliness, and alignment with plan provisions through partnership with Finance, vendors, and auditors.
- Serve as the primary technical contact for recordkeepers, investment advisors, legal counsel, consultants, vendors, and plan auditors; manage service quality, issue resolution, reporting, and deliverables.
- Advance fiduciary governance by preparing committee materials, documenting decisions, tracking actions, and ensuring administrative practices align with plan, operational, and regulatory standards.
- Lead analysis and resolution of complex retirement plan issues, including operational errors, plan document interpretation, correction strategies, voluntary compliance submissions, and audit findings.
- Oversee complex retirement processes for managing directors, employees, and retirees, including eligibility, deferral elections, contributions, distributions, communications, transitions, and escalated participant matters.
- Translate complex retirement plan concepts into clear participant communications, education resources, compliance notices, and targeted campaigns.
- Conduct benchmarking, plan analysis, and emerging-practice research to evaluate competitiveness and inform strategic recommendations for senior leadership.
- Partner with HRIS, Payroll, Finance, Total Rewards, and vendors to ensure accurate data feeds, eligibility management, contribution processing, reconciliation, reporting, and Workday integration.
- Advise senior leadership on retirement plan strategy, fiduciary considerations, regulatory developments, operational risk, participant impact, and opportunities to strengthen plan effectiveness.
- Support firm growth, new entities, workforce changes, and M&A integration through retirement plan due diligence, design alignment, harmonization, vendor readiness, and participant transition planning.
- Identify and lead opportunities to modernize, automate, and scale retirement operations through process redesign, stronger controls, analytics, vendor capabilities, and system integration.
- Lead and develop retirement team members through technical guidance, prioritization support, coaching, and performance feedback.
- Bachelor's degree in a related field.
- 8 years of relevant experience in retirement plan administration, governance, and operations.
- Hands-on experience managing defined contribution retirement plans, including 401(k) administration, compliance testing, plan audits, fiduciary governance, vendor management, participant communications, and issue resolution.
- Experience with profit-sharing plans, retirement plan correction programs, and M&A or new-entity integrations.
- Experience with Workday or similar HRIS and benefits administration systems.
- Experience with data reconciliation, process automation, and process improvement initiatives.
- Experience working in a complex professional services or public accounting environment.
- Professional certifications such as CEBS (Certified Employee Benefit Specialist), QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator), or CPC (Certified Pension Consultant) preferred.
- Advanced HR or compensation certifications such as CCP, PHR, SPHR, or SHRM-SCP preferred.
#L!-BM
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000 team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.