Senior Retirement Plan Strategist

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

Benefits offered by this job

Total rewards program

Flexible work environment

Job summary

Forvis Mazars LLP is seeking a Retirement Senior Manager to lead the strategy, governance, and administration of the firm’s retirement programs, including 401(k) and profit-sharing. You will drive compliance, leverage data and technology, and partner with HRIS, Payroll, and Finance to ensure accurate data and smooth operations.

You will serve as the technical expert on plan design, fiduciary oversight, regulatory developments, and participant experience, while modernizing processes and

Qualifications

• Bachelor’s degree required.
• 8+ years in retirement plan administration, governance, and operations.
• Hands-on experience with 401(k) administration, compliance testing, plan audits, fiduciary governance, vendor management, and participant communications.

Responsibilities

• Lead strategy, design, governance, administration, and continuous improvement for 401(k) and profit-sharing programs.
• Oversee plan compliance, including census prep, nondiscrimination testing, Form 5500 filings, audits, notices, and corrections.
• Own annual profit-sharing calculations and allocations with Finance, vendors, and auditors.
• Serve as primary technical contact for recordkeepers, advisors, counsel, consultants, vendors, and auditors; manage service quality and reporting.
• Advance fiduciary governance by preparing committee materials and documenting decisions.

Skills

Retirement plan administration

Governance

Regulatory compliance

Vendor management

Education

Bachelor’s Degree

Tools

Workday

Job description

Forvis Mazars LLP is seeking a Retirement Senior Manager to lead the strategy, governance, and administration of the firm’s retirement programs, including 401(k) and profit-sharing. You will drive compliance, leverage data and technology, and partner with HRIS, Payroll, and Finance to ensure accurate data and smooth operations.

You will serve as the technical expert on plan design, fiduciary oversight, regulatory developments, and participant experience, while modernizing processes and