We are a San Francisco-based 401(k) firm seeking an experienced retirement plan administrator. As a group of creative and mission-oriented individuals, we strive to rethink the 401(k) experience and
deliver innovative, affordable, and customer-centric retirement plans to our customers.
We offer competitive compensation, a generous benefits package (including 401(k) match and health/dental/vision insurance fully paid for), a highly collaborative
work environment, and the opportunity to make a significant impact.
Review and interpret plan documents
Perform annual non-discrimination testing
Prepare and deliver Form 5500
Ensure compliance with IRS and DOL requirements
Interact with customers to resolve plan design and operational issues
Lead strategic initiatives within the company
experience in 401(k) retirement plan administration
Relevant professional certifications (ex. QKA)
Extensive knowledge of ERISA and DOL regulations
Experience with pension administration software such as FT William and ASC