The Retirement Plan Administrator will service an individual
caseload of small to medium sized defined contribution plans. The Retirement Plan Administrator will have a thorough knowledge of the legal and regulatory environment and experience developing retirement plan solutions for plan sponsors in order to meet
sponsors’ and participants’ needs.
Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
analyzing annual employee census information to determine eligibility and vesting
Monitoring and testing of plans to ensure compliance with government regulations
Reconciling and verifying investment company activity
administer all basic functions of daily financial activity
Preparing annual valuation reports
Preparing distribution and loan paperwork for plan participants
Preparing illustrations for existing and potential clients
Consulting with clients regarding plan operation and design
Drafting plan documents
Perform other duties as required
Work Environment: This job operates in a professional office
environment. This role routinely uses standard office equipment such as computers, phones, photocopiers/scanners, and ‘smart’ conference rooms.
Physical Demands: The physical demands described here are
representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to
stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Ability to lift 25lbs.
WHAT YOU’LL NEED
Minimum of high school diploma, AA or BA preferred
Minimum 3 years
experience working in retirement plan administration
At least one of the following ASPPA credentials – QKA, QPA, CPC, ERPA – or working toward the attainment of one of these credentials
Excellent verbal and written
Experienced with the Microsoft Office Suite
Proven competence in handling confidential information
Relaxation Time – 4-5 weeks of
PTO per year depending on your level and fun culture events in the office that allow for breaks throughout the day. We also understand you have a life so we pride ourselves on providing a healthy life/work balance!
Save at the pump (we reimburse you for EVERY mile for
client travel), while you sweat (we provide $$$ for health & subsidy), at the market (find fresh fruits and healthy snacks in our kitchen), on shopping sprees (don’t buy any more Dress Clothes - wear jeans everyday if you prefer) https://www.youtube.com/watch?v=V3xkROaFxyE, and your future (we offer great Health Benefits, Life & Disability Insurance, and 401(k) plan).
How to Apply
If you’re up for the challenge and this is something you would like to consider, please apply directly through this page:
phone interview with one of our Rockstar Recruiters
1-2 rounds of on-site interviews with the Hiring Team
Offers usually go out within 24-48 hours of your interviews
Armanino LLP provides equal employment
opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino LLP complies with applicable state and local
laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer,
leaves of absence, compensation and training.
Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information,
disability, or veteran status. Improper interference with the ability of Armanino LLP’s employees to perform their job duties may result in discipline up to and including discharge.
For positions based in San Francisco, consistent with the SF
Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
HOW YOU’LL GROW
Revamped Performance Management
Program designed to provide both clearly defined performance measures and opportunities to those who choose to be rockstars within our firm.
Our Mentor Program that is intended to support and develop employees by
providing them with the opportunity to grow and develop through a mentoring relationship with a leader.
Our Upward Feedback Program is a mechanism our firm has to provide employees in a “supervisory” position with
specific input from their staff about their skills, knowledge, and attributes as it relates to their job-related performance. The ultimate goal of the program is to help them further identify their strengths and work on their areas of improvement through
encouraging behavioral development goals to effect immediate change.
Armanino University is a world recognized education program designed to support our employees’ professional and personal development. We offer an extensive
range of internal technical, leadership, and technology courses, both onsite and offsite. Are you a licensed professional? No problem, you can earn CE for internal courses that meet CPA requirements. ArmaninoU also offers specialized programs to meet your
individual needs at various stages of your career.
ARMANINO’S HELPING HAND
From the beginning, Armanino has embodied a robust culture of giving back and supporting charitable organizations with
donations of money and volunteerism such as the Great Give, Volunteer Vacations and Grant-Making. Are you passionate about giving back to the community? Great, you’ll it in well because we do to! Here’s what we’re crushing on: http://www.armaninollp.com/press-releases/armaninos-helping-hand