Retirement Plans & Benefits Manager: Design & Compliance

Alvarez & Marsal; Dallas (TX); Sur place; USD 110 000 - 140 000; Plein temps

Avantages offerts par ce poste

Healthcare plans

401(k)

Paid time off

Discretionary bonus

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Team leadership

Communication

Research & writing

Formation

Bachelor's Degree

Juris Doctor

Outils

Excel

Description du poste

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.