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Retirement Plan Administrator

Armanino, LLP

in Dallas TX

Armanino, LLP


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.

  • Collecting and 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
  • Oversee and 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.



  • 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 communication skills
  • Experienced with the Microsoft Office Suite
  • Proven competence in handling confidential information
  • Capability of being an effective team player
  • Highly motivated, organized and detail oriented



Philanthropic events that you can join! We love to give back to the community through the Armanino Foundation, Great Give, and our 30 by 30 program. 

Expedited career growth by trusting you with more responsibility earlier in your career because we believe in you – I mean we hired you, so you must be good, right?

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!

Know that you’ll always have a voice at Armanino! Our culture is an environment that supports an entrepreneurial spirit and we think that if we all work together we can succeed for an even greater outcome!

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), 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:

Our interview process normally consists of:

  • A 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.



  • 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.



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:

Visit our web site.

This ad has been viewed 720 times. It expires on 11/24/2017.

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