Manager, Retirement Plans & Benefits

Alvarez & Marsal; Dallas (TX); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Healthcare plans

401(k)

Paid time off

Discretionary bonus

Job summary

Alvarez & Marsal is seeking a Manager in Retirement Plans & Benefits to lead consulting projects on qualified retirement plans, focusing on plan design, M&A activity, fiduciary responsibilities, and compliance.

The role includes performing complex nondiscrimination testing, identifying compliance issues, and drafting IRS/DOL submissions, with strong emphasis on research, writing, and clear client communication.

Qualifications

• Bachelor’s Degree required; Juris Doctor, Master’s in Tax, licensed CPA, or specialty certification preferred.
• 3–5 years of experience working with technical issues regarding qualified retirement plans.
• Experience in a management role.
• Strong PC skills, including Microsoft Office applications, especially Excel.

Responsibilities

• Provide consulting expertise on plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance.
• Conduct complex nondiscrimination testing for qualified retirement plans.
• Assist in identifying compliance issues, calculate corrections and draft IRS/DOL submissions.
• Perform tax research and draft summaries of conclusions.
• Review calculations and work products of peers for accuracy and draft client correspondence.
• Interpret and apply laws, regulations, and guidance; draft memoranda on complex ERISA provisions.
• Review work of project team.

Skills

Team leadership

Communication

Research & writing

Education

Bachelor's Degree

Juris Doctor

Tools

Excel

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results‑oriented professionals. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Manager, Retirement Plans & Benefits

We are seeking an ambitious, career‐driven Manager‑level professional who will work on a variety of consulting projects focusing on qualified retirement plans and deliver solutions across plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance.

Team

The Compensation and Benefits group provides a full range of services and solutions including Internal Revenue Code compliance for retirement plans and executive compensation, M&A, due diligence, operational reviews and enhancements, and compensation benchmarking analysis.

Responsibilities

• Provide consulting expertise to clients on matters such as 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.

Qualifications

• Bachelor’s Degree required; Juris Doctor, Master’s in Tax, licensed CPA, or specialty compensation and benefits certification preferred.
• 3–5 years of experience working with technical issues regarding qualified retirement plans.
• Experience in a management role.
• Strong PC skills, including Microsoft Office applications, especially Microsoft Excel.
• Highly motivated self‑starter.
• Must be able to take an active role as part of a team.
• Excellent research and writing skills.
• Strong ability to explain complicated concepts in an understandable manner to a variety of audiences.
• Capacity to learn quickly and willingness to try new things.
• Flexibility to engage concurrently on multiple complex projects.

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‐notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k). Eligible employees also receive an annual discretionary contribution to their 401(k) and paid time off that includes vacation, personal days, sick time, federal holidays, a floating holiday, and parental leave. The amount of vacation and personal days varies based on tenure and role type.

Our salary range is $110,000–$140,000 annually, dependent on several variables including education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance.