Senior Retirement Strategy & Governance Leader

Forvis Mazars, LLP; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Retirement Senior Manager to build depth, strategy, and governance for the firm’s retirement programs, including 401(k) and profit-sharing. This leader will own design, compliance, and participant experience while serving as the technical expert on retirement plan design and fiduciary oversight.

You will modernize retirement processes, collaborate with HRIS, Payroll, Finance, and vendors, and guide a team through complex plan issues, audits, and regulatory

Qualifications

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

Responsibilities

• Serve as the retirement plan SME, leading 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, ensuring accuracy, timeliness, and alignment with plan provisions through partnership with Finance, vendors, and auditors.
• Serve as the primary technical contact for recordkeepers, investment advisors, legal counsel, consultants, vendors, and plan auditors; manage service quality, issue resolution, reporting, and deliverables.
• Advance fiduciary governance by preparing committee materials, documenting decisions, tracking actions, and ensuring administrative practices align with plan, operational, and regulatory standards.
• Lead analysis and resolution of complex retirement plan issues, including operational errors, plan document interpretation, correction strategies, voluntary compliance submissions, and audit findings.
• Oversee complex retirement processes for managing directors, employees, and retirees, including eligibility, deferral elections, contributions, distributions, communications, transitions, and escalated participant matters.
• Translate complex retirement plan concepts into clear participant communications, education resources, compliance notices, and targeted campaigns.
• Conduct benchmarking, plan analysis, and emerging‑practice research to evaluate competitiveness and inform strategic recommendations for senior leadership.
• Partner with HRIS, Payroll, Finance, Total Rewards, and vendors to ensure accurate data feeds, eligibility management, contribution processing, reconciliation, reporting, and Workday integration.
• Advise senior leadership on retirement plan strategy, fiduciary considerations, regulatory developments, operational risk, participant impact, and opportunities to strengthen plan effectiveness.
• Support firm growth, new entities, workforce changes, and M&A integration through retirement plan due diligence, design alignment, harmonization, vendor readiness, and participant transition planning.
• Identify and lead opportunities to modernize, automate, and scale retirement operations through process redesign, stronger controls, analytics, vendor capabilities, and system integration.
• Lead and develop retirement team members through technical guidance, prioritization support, coaching, and performance feedback.

Education

Bachelor’s Degree

Job description

Forvis Mazars, LLP is seeking a Retirement Senior Manager to build depth, strategy, and governance for the firm’s retirement programs, including 401(k) and profit-sharing. This leader will own design, compliance, and participant experience while serving as the technical expert on retirement plan design and fiduciary oversight.

You will modernize retirement processes, collaborate with HRIS, Payroll, Finance, and vendors, and guide a team through complex plan issues, audits, and regulatory