Senior Retirement Programs Leader — Strategy & Governance

Forvis Mazars US; Philadelphia (Philadelphia County); On-site; USD 150,000 - 230,000; Full time

Job summary

Forvis Mazars US is seeking a Retirement Senior Manager to own the strategy, governance, and compliance of the firm’s retirement programs, including 401(k) plans and profit-sharing. This role will act as the technical SME on plan design, fiduciary oversight, and regulatory requirements, while modernizing processes and enhancing participant experience.

The Senior Manager will lead cross-functional collaboration with HRIS, Payroll, Finance, and vendors to ensure accurate data feeds, contribution

Qualifications

• Bachelor's degree required.
• 8+ years of experience in retirement plan administration, 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, participant notices, regulatory updates, and correction processes.
• Own the annual profit-sharing calculation and allocation process in collaboration with Finance, vendors, and auditors.
• Serve as primary technical contact for recordkeepers, investment advisors, legal counsel, consultants, vendors, and plan auditors; manage service quality and reporting.
• Advance fiduciary governance by preparing committee materials and documenting decisions.
• Lead analysis and resolution of complex retirement plan issues including operational errors and audit findings.
• Oversee eligibility, deferral elections, contributions, distributions, communications, transitions for managing directors and retirees.
• Translate retirement plan concepts into clear participant communications and campaigns.

Skills

Retirement plan administration

Regulatory compliance

Vendor management

Education

Bachelor's degree in related field

Tools

Workday

Job description

Forvis Mazars US is seeking a Retirement Senior Manager to own the strategy, governance, and compliance of the firm’s retirement programs, including 401(k) plans and profit-sharing. This role will act as the technical SME on plan design, fiduciary oversight, and regulatory requirements, while modernizing processes and enhancing participant experience.

The Senior Manager will lead cross-functional collaboration with HRIS, Payroll, Finance, and vendors to ensure accurate data feeds, contribution