Retirement Plans Manager

24 hours ago


Greenwood Village, Colorado, United States Alvarez & Marsal Full time
Job Title: Retirement Plans Manager

Alvarez & Marsal is seeking a highly motivated and experienced Manager-level professional to join our Compensation and Benefits group. As a Retirement Plans Manager, you will be responsible for providing consulting expertise to clients on matters such as plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance.

Key Responsibilities:
  • Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans
  • Assist in the identification of compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programs
  • Perform tax research and draft summaries of conclusions
  • Review the calculations and work product of peers for accuracy and reasonableness, serving as a thorough reviewer of data and results, and draft correspondence to clients
  • Interpreting and applying laws, regulations, judicial precedent and other guidance
  • Draft memoranda detailing the application of complex tax and ERISA provisions
  • Review work of project team
Requirements:
  • Bachelor's Degree required; Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification preferred
  • 3-5 years of experience working with technical issues regarding qualified retirement plans
  • Experience in a management role
  • Strong PC skills, including Microsoft Office applications, especially Microsoft Excel
  • Highly motivated self-starter
  • Must be able to take active role as part of a team
  • Excellent research and writing skills
  • Strong ability to explain complicated concepts in an understandable manner to a variety of audiences
  • Capacity to learn quickly and willingness to try new things
  • Flexibility to engage concurrently on multiple complex projects
Benefits:

Alvarez & Marsal offers a competitive compensation package, including a discretionary bonus program based on individual and firm performance. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.



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