Retirement Plans & Benefits Manager: Design & Compliance

Alvarez & Marsal

Dallas (TX)

On-site

USD 110,000 - 140,000

Full time

14 days+

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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.