Senior Retirement Strategy & Governance Lead

Forvis Mazars, LLP; Houston (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

Forvis Mazars, LLP in the United States seeks a Retirement Senior Manager to own strategy, governance, and administration of 401(k) and profit-sharing programs, aligning with firm growth and regulatory requirements.

You will lead retirement plan design, compliance, data integration with HRIS such as Workday, and partnerships with vendors, auditors, and legal counsel to deliver scalable, participant-friendly programs.

Qualifications

• Bachelor’s degree required; 8+ years in retirement plan admin, governance, and operations.
• Experience with 401(k) administration, compliance testing, plan audits, and fiduciary governance.
• Experience with vendors, participant communications, and issue resolution.

Responsibilities

• Serve as retirement plan SME, leading strategy, design, governance, and administration for 401(k) and profit-sharing.
• Oversee compliance activities including census prep, 5500 filings, audits, and notices.
• Own annual profit-sharing calculation and allocation in partnership with Finance and vendors.
• Act as primary technical contact for recordkeepers, advisors, counsel, and auditors; manage deliverables.
• Advance fiduciary governance with committee materials, decisions, tracking, and controls.

Skills

Retirement strategy

Fiduciary governance

Vendor management

Data analytics

Education

Bachelor’s Degree

Tools

Workday

Job description

Forvis Mazars, LLP in the United States seeks a Retirement Senior Manager to own strategy, governance, and administration of 401(k) and profit-sharing programs, aligning with firm growth and regulatory requirements.

You will lead retirement plan design, compliance, data integration with HRIS such as Workday, and partnerships with vendors, auditors, and legal counsel to deliver scalable, participant-friendly programs.