Retirement Programs Strategy Lead

Forvis Mazars, LLP; Nashville (TN); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Career growth opportunities

Job summary

Forvis Mazars US is seeking a Retirement Senior Manager to own the strategy, administration, governance, and compliance of the firm’s retirement programs, including 401(k) and profit-sharing plans.

The role requires deep technical retirement plan expertise, data-driven process improvements, and the ability to modernize operations while ensuring regulatory compliance and scalable, competitive programs for a growing professional services firm.

Qualifications

• Bachelor’s Degree in a related field or equivalent experience.
• 8+ years of retirement plan administration, governance, and operations.
• Hands-on experience with defined contribution plans (401(k)), compliance testing, and fiduciary governance.

Responsibilities

• Lead strategy, design, governance, and administration for 401(k) and profit-sharing programs.
• Oversee plan compliance, including census prep, nondiscrimination tests, Form 5500, audits.
• Own annual profit-sharing calculations and allocations with Finance, vendors, and auditors.
• Serve as technical contact for recordkeepers, investment advisors, counsel, vendors, and plan auditors.
• Advance fiduciary governance through committee materials and documented decisions.
• Lead retirement team development and performance feedback.

Skills

Retirement plans governance

Fiduciary oversight

Plan design

Data analysis

Vendor management

Project leadership

Education

Bachelor’s Degree

Tools

Workday

Job description

Forvis Mazars US is seeking a Retirement Senior Manager to own the strategy, administration, governance, and compliance of the firm’s retirement programs, including 401(k) and profit-sharing plans.

The role requires deep technical retirement plan expertise, data-driven process improvements, and the ability to modernize operations while ensuring regulatory compliance and scalable, competitive programs for a growing professional services firm.