Senior Retirement Programs Leader & Strategy Expert

Forvis Mazars US; Kansas City (MO); Hybrid; USD 150,000 - 190,000; Full time

Job summary

Forvis Mazars US is seeking a Retirement Senior Manager to lead strategy, governance, and administration of the firm's retirement programs, including 401(k) and profit-sharing. This role serves as the technical SME on plan design, fiduciary oversight, and regulatory compliance, partnering with Finance, HRIS, and vendors to modernize processes and enhance participant experience.

The ideal candidate will bring deep technical retirement expertise, drive governance improvements, and scale programs

Qualifications

• Bachelor's degree in a related field.
• 8+ years of relevant retirement plan admin, governance, and operations.
• Hands-on experience managing defined contribution retirement plans, including 401(k) administration, compliance testing, plan audits, fiduciary governance, vendor management, participant communications, and issue resolution.

Responsibilities

• Lead strategy, design, governance, administration, and continuous improvement for 401(k) and profit-sharing programs.
• Oversee retirement plan compliance, including census preparation, nondiscrimination testing, Form 5500 filings, audits, notices, regulatory updates, and correction processes.
• Own the annual profit-sharing calculation and allocation with Finance, vendors, and auditors.
• Serve as the primary technical contact for recordkeepers, investment advisors, lawyers, consultants, and plan auditors; manage service quality and reporting.
• Advance fiduciary governance by preparing committee materials and documenting decisions.
• Lead resolution of complex retirement plan issues including errors, plan interpretation, and audit findings.
• Manage eligibility, deferral elections, contributions, distributions, communications, transitions for all employee groups.
• Translate retirement concepts into participant communications and education resources.
• Conduct benchmarking and research to inform strategic recommendations for senior leadership.
• Collaborate with HRIS, Payroll, Finance, Total Rewards, and vendors for accurate data feeds and Workday integration.

Skills

Retirement governance

Plan administration

Data analytics

Vendor management

Education

Bachelor's degree

Tools

Workday

Job description

Forvis Mazars US is seeking a Retirement Senior Manager to lead strategy, governance, and administration of the firm's retirement programs, including 401(k) and profit-sharing. This role serves as the technical SME on plan design, fiduciary oversight, and regulatory compliance, partnering with Finance, HRIS, and vendors to modernize processes and enhance participant experience.

The ideal candidate will bring deep technical retirement expertise, drive governance improvements, and scale programs