Manager, Retirement Plans & Benefits
Core
Provide consulting expertise on qualified retirement plan design, M&A, fiduciary responsibility, and operational compliance for clients.
Role type
Manager-level compensation and benefits consultant
Builds
Consulting projects and compliance solutions for retirement plans
Domain
Financial services / Human resources / Tax law
Deliverable
client delivery
Required skills
Retirement plan design, nondiscrimination testing, ERISA compliance, tax research, regulatory interpretation, peer review
Preferred skills
Juris Doctor, Masters in Tax, licensed CPA, specialty compensation and benefits certification, management experience
Technologies
Microsoft Excel
Responsibilities
Conduct complex nondiscrimination testing for qualified retirement plans, assist in identifying compliance issues and drafting IRS/DOL correction submissions, perform tax research and draft summaries, review peer work product for accuracy, interpret laws and regulations, draft memoranda on complex tax and ERISA provisions
Seniority
Manager, hands-on IC with team leadership