Retirement Plans & Benefits Practice Manager
Alvarez & Marsal
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Alvarez & Marsal in New York seeks a Manager, Retirement Plans & Benefits to advise on plan design, mergers, fiduciary duties, and compliance.
The role emphasizes client counseling, execution of nondiscrimination testing, and drafting IRS/DOL submissions, with opportunities for leadership.
A Bachelor's plus experience in retirement plans, strong writing and research skills, and ability to manage multiple complex projects are required; a discretionary bonus program is offered.
Qualifications
- Bachelor’s Degree required; JD, Master’s in Tax, CPA or related certification preferred.
- 3–5 years of experience with qualified retirement plans.
- Experience in a management role.
- Strong PC skills, including Excel and Office.
Responsibilities
- Provide consulting expertise to clients on plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance.
- Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans.
- Assist in the identification of compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programs.
- Perform tax research and draft summaries of conclusions.
- Review the calculations and work product of peers for accuracy and reasonableness, serving as a thorough reviewer of data and results, and draft correspondence to clients.
- Interpret and apply laws, regulations, judicial precedent and other guidance.
- Draft memoranda detailing the application of complex tax and ERISA provisions.
- Review work of project team.
Skills
Education
Job description
Alvarez & Marsal in New York seeks a Manager, Retirement Plans & Benefits to advise on plan design, mergers, fiduciary duties, and compliance.
The role emphasizes client counseling, execution of nondiscrimination testing, and drafting IRS/DOL submissions, with opportunities for leadership.
A Bachelor's plus experience in retirement plans, strong writing and research skills, and ability to manage multiple complex projects are required; a discretionary bonus program is offered.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
