Non-Qualified Plan Administrator Job at Robert Half (San Ramon)

Non-Qualified Plan Administrator

We are looking for a skilled Non-Qualified Plan Administrator to join our team o...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
Minimum of 3 years of experience administering deferred compensation plans, 409A, and familiarity with 401(k) plans
Proficiency in Excel and Word at an intermediate level - Need data reporting and manipulation skills (VLOOKUPS/Pivot tables)
Strong verbal and written communication skills
Ability to interpret plan documents and apply them to daily administrative tasks
Experience reconciling payroll deductions with contribution deposits
Capability to manage multiple tasks in a fast-paced environment
Proven ability to work collaboratively within a team setting

Job Responsibility

Administer annual enrollment processes for multiple deferred compensation plans, including coordination with vendors and review of participant communications
Process distribution payments for various participant events, such as vesting, separation of service, and domestic relations orders, in compliance with established schedules
Manage employer discretionary allocation reviews, developing timelines, processing deposits, and drafting participant notifications
Compile and analyze year-end compensation data to support non-discrimination testing and plan analysis
Maintain and update plan materials to ensure accuracy and compliance
Collaborate with vendors and internal teams to identify and resolve data discrepancies and file transmission errors
Respond to participant inquiries regarding plan eligibility, contributions, distributions, and vesting calculations
Investigate payroll deduction variances and initiate wire deposit requests for plan funding
Participate in team projects, offering recommendations to improve processes and enhance operational efficiency

What we offer

Benefits are available including medical, vision, dental, life and disability insurance
Employees hired for our FTEP Program are also eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible)
FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays
The amount of Choice Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked per week
A new FTEP employee earns up to 13 days of CTO and up to 10 paid holidays per calendar year

New

Director of Benefits

HARTZ Search invites you to explore an exciting opportunity for the Director of ...

Location

United States , Houston

Salary:

Not provided

HARTZ Search

Expiration Date

Until further notice

Requirements

Minimum of ten (10) years within benefits operations with five (5) years of progressive benefits leadership experience within a complex healthcare system or large multi-divisional organization
Extensive experience managing benefit operations, plan implementation, administration, and compliance
Specific demonstrated expertise with self-insured health plans, 403(b) retirement plans, non-qualified retirement, pension plans, and voluntary benefits
Experience preparing materials for board-level committees and presenting to top senior executives on benefit programs
Proven management skills to lead, motivate, and develop a team of capable professionals
Demonstrated success leading and developing professional teams
Strong project management skills with the ability to manage multiple priorities simultaneously

Job Responsibility

Design, develop, and administer best-practice benefits programs that support talent attraction, retention, and employee well-being
Partner with Compensation, HRIS, and Total Rewards leadership to create and execute a cohesive Total Rewards strategy
Lead, mentor, and develop a high-performing Benefits team
Manage relationships with consultants, actuaries, brokers, and third-party administrators
Ensure compliance with all applicable federal and state regulations, including ERISA, HIPAA, COBRA, FMLA, IRS, DOL, and healthcare reform requirements
Oversee administration of health and welfare plans, retirement programs, disability, life insurance, voluntary benefits, and wellness initiatives
Drive process improvements and operational efficiencies to enhance benefit delivery and employee experience
Collaborate with Information Systems and HRIS teams to implement system enhancements, automation tools, and enrollment solutions
Serve as the primary Benefits liaison for escalated employee service issues and process improvements
Develop and analyze metrics to evaluate program effectiveness and return on investment

Account Manager- Education

Seeks to deepen relationship with customers during interactions by being custome...

Location

Brazil , São Paulo

Salary:

Not provided

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Master's Degree in Business Administration AND 4+ years experience working in the Education industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Bachelor's Degree in Business, Technology, or related field AND 6+ years experience working in the Education industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience.
Master's Degree in Business Administration AND 8+ years experience working in the Education industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Bachelor's Degree in Business, Technology, or related field AND 12+ years experience working in the Education industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience.
5+ years account management experience OR equivalent.

Job Responsibility

Expands network of key internal (e.g., Education Industry Solutions, Education Data & AI, Security & Compliance) and external partners (e.g., system integrators, ISVs, and education-specialized partners) for education accounts to ensure execution of core tasks and account transactions. Grows sales and partner impact and engages mainstream and education-focused partners to develop and promote mutually beneficial education business and technology transformation strategies. Where applicable, shares opportunities outbound with partners and reviews/accepts opportunities shared inbound. Proactively engages and works with partners’ sellers directly to drive non-qualified opportunity momentum and deal closure, inclusive of partners, across K-12, Higher Education, and education public agencies.
Anticipates moves within assigned education accounts, as well as potential problems and ways to mitigate risks (e.g., regulatory requirements, student data privacy, compliance, budget and procurement cycles). Determines prioritization of action for multiple assigned accounts based on customer needs, education-specific business impact, sales-generating importance, growth opportunities, and account risks, while maintaining a high level of commitment and accountability for assigned accounts. Consults and coordinates with the account management team to make necessary adjustments, determine what actions to tackle first, and re-adjust priorities to respond to pressing and changing demands typical of the education sector.
Thinks strategically about customer planning for assigned education industry accounts, setting standards and priorities, outlining where and how to invest resources of the account management team and other stakeholders. Engages internal and external decision makers on long-term education business planning, anticipating needs to turn enterprise education accounts into strategic accounts. Influences and scales strategic plans (inclusive of partners) and involves senior leadership. Ensures teams are documenting and executing against the Account Plan.
Develops and oversees the execution of account plans utilizing Microsoft’s common sales and delivery methodology for multiple education accounts to ensure Microsoft revenue targets and customer business outcomes (student outcomes, operational efficiency, accessibility and inclusion, financial stewardship) are met. Drives accountability across extended virtual teams and internal education industry experts. Leads extended teams and embraces partners to scale education business by understanding partner goals and creating mutual growth opportunities. Ensures achievement of revenue and consumption targets and drives integrated joint account governance through regular customer planning cadence. Identifies key education stakeholders, customer needs, and priorities. Proposes initial Education Industry Solutions and Sales Plays.

Fulltime

Account Director- LATAM

Leads the development and application of mature and dynamic account plans utiliz...

Location

Brazil , São Paulo

Salary:

Not provided

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Master's Degree in Business Administration AND 6+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education), driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Bachelor's Degree in Business, Technology, or related field AND 8+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience.

Job Responsibility

Oversees a complex/multiple account(s) and leads planning and prioritization efforts to anticipate and ensure appropriate responses to account needs
Develops strategies to manage pipeline and meet sales goals by reviewing forecasts, assessing and mitigating risks, and ensuring strategy alignment with business priorities
Leads virtual teams to properly re-adjust priorities, all while maintaining a high level of commitment and accountability
Prioritizes line of business projects to achieve business outcomes
Reduces complexity for the customer and for internal teams by prioritizing the most strategic partners to deliver outcomes
Leads the development and application of mature and dynamic account plans utilizing common sales and delivery methodology for the Microsoft sales organization grounded on proven and often-tailored methodologies to manage business portfolios
Leads strategies for assigned accounts that yield high-volume sales and open new opportunities for both Microsoft and the customers and that are on track with goals, outcomes, and forecasts
Leads multiple, diverse, and high-performing teams and industry experts on plan execution for various accounts
Coordinates with industry experts to identify new business opportunities and drive account growth
Orchestrates extended team and embraces partners to scale business by understanding partner goals and creating an interested in mutual business growth, and deep understanding of plan to ensures achievement of revenue and consumption targets

Fulltime

Senior Account Executive, Enterprise Digital Natives (Azure)

The Digital Natives High Tech Pursuits team at Microsoft is one of the fastest g...

Location

United States , San Francisco

Salary:

107600.00 - 205600.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Master's Degree in Business Administration AND 2+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education) and/or driving digital transformation OR Bachelor's Degree in Business, Technology, or related field AND 3+ years experience working in a relevant industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education) and/or driving digital transformation OR equivalent experience
Master's Degree in Business Administration AND 6+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education), driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Bachelor's Degree in Business, Technology, or related field AND 8+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education), driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience
3+ years account management experience OR equivalent

Job Responsibility

Account Management
Expands network of key internal (e.g., Industry Solutions [IS]) and external partners for accounts to ensure execution of core tasks and account transactions
Grows sales and partner impact and engages mainstream partners to develop and promote mutually-beneficial customer business and technology transformation strategies
Where applicable, shares opportunities outbound with partners, and reviews/accepts opportunities shared inbound
Proactively engages and works with partners' sellers directly to drive non-qualified opportunity momentum and deal closure inclusive of partners
Anticipates moves within assigned accounts, as well as potential problems and ways to mitigate risks
Determines prioritization of action for multiple assigned accounts based on customer needs, sales-generating importance, growth opportunities, and account risks, all while maintaining a high level of commitment and accountability for assigned accounts
Consults and coordinates with the account management team to make necessary adjustments, determine what actions to tackle first, and re-adjust priorities to respond to pressing and changing demands
Thinks strategically about customer planning for assigned accounts, setting standards and priorities, outlining where to and how to invest resources of the account management team and other stakeholders, engaging internal and external decision makers on long-term business planning, and anticipating needs of assigned accounts to turn enterprise accounts into strategic accounts
Influences to scale strategic plans (inclusive of partners) and involves senior leadership team

Fulltime

Retirement Benefits Manager

Arrow is looking for a Retirement Benefits Manager to join the Americas compensa...

Location

United States of America , Centennial, CO

Salary:

102900.00 - 140800.00 USD / Year

Arrow Electronics

Expiration Date

Until further notice

Requirements

At least a 4-year degree
At least 8 years prior retirement benefits experience with progressively more complex assignments and responsibilities
Benefit project management experience
Advanced understanding of retirement benefit principles, practices and trends
Advanced Microsoft office skills, including Word, Excel, and PowerPoint
Proficient use of HRIS systems (Workday preferred) and benefits related web applications
Proven client relationship skills with internal and external stakeholders
Ability to collaborate well and work effectively as a team member or a project lead
Ability to manage several projects simultaneously with competing deadlines in a fast paced, dynamic environment
Strong organizational skills

Job Responsibility

Manage the administration of Arrow’s qualified and non-qualified retirement plans in the US and Canada
Act as a subject matter expert with federal, state and local laws impacting retirement programs
Assist with compliance in all regulatory requirements, including government filings (Form 5500), and satisfy internal and external audit requirements
Provide leadership for the administration of Arrow’s qualified and non-qualified retirement plans
Oversee relationships with recordkeeping and custodian vendors
Support the administration of Arrow’s Supplemental Executive Retirement Plan (SERP) and act as a key advisor on executive retirement benefits
Monitor plan performance and recommend enhancements
Review and audit employee and Arrow contributions from Payroll on a weekly basis
Collaborate with the payroll team to reconcile contributions and post funding to the recordkeeper
Audit retirement plan eligibility and participant data

What we offer

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Short-Term/Long-Term Disability Insurance
Health Savings Account (HSA)/Health Reimbursement Account (HRA) Options
Paid Time Off (including sick, holiday, vacation, etc.)
Tuition Reimbursement
Growth Opportunities
Discounted RTD Passes
On-site Café with Catering Option
24/7/365 On-site Gym and Lockers, Free for Use to All Employees

Fulltime

Account Manager Financial Services

Microsoft’s mission is to empower every person and every organization on the pla...

Location

Brazil , São Paulo

Salary:

Not provided

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Master's Degree in Business Administration AND 2+ years experience working in Financial Services and/or driving digital transformation OR Bachelor's Degree in Business, Technology, or related field AND 3+ years experience working in Financial Services and/or driving digital transformation OR equivalent experience
3+ years account management experience OR equivalent
Proficiency in written, reading, and conversational Brazilian Portuguese and English

Job Responsibility

Account Management: Anticipates moves within assigned accounts, as well as potential problems and ways to mitigate risks
Thinks strategically about customer planning for assigned accounts, setting standards and priorities
Expands network of key internal and external partners for accounts to ensure execution of core tasks and account transactions
Develops and oversees the execution of account plans utilizing common sales and delivery methodology for the Microsoft sales organization for multiple accounts to ensure Microsoft revenue targets and customer business needs are met
Customer Engagement: Builds and maintains relationships with executives and business and technical decision makers at high levels of the customer's organization
Proactively develops a comprehensive understanding of the customer's business and technology needs and priorities for each assigned account
Understands customer drivers of business transformation and leads new opportunities and orchestrates internal teams to accelerate the customer's digital transformation
Industry Knowledge: Proactively builds and maintains a strong knowledge of Microsoft's product landscape, solutions, and strategy in the industry of assigned accounts
Sales Excellence: Leads and orchestrates extended virtual teams and key stakeholders with deep industry expertise to expand relationship with decision makers and stakeholders of assigned accounts
Seeks customer feedback of assigned accounts to identify and understand the drivers of satisfaction and/or dissatisfaction

Fulltime

Retirement Benefits Manager

Arrow is looking for a Retirement Benefits Manager to join the Americas compensa...

Location

United States , New York

Salary:

102900.00 - 140000.00 USD / Year

Arrow Electronics

Expiration Date

Until further notice

Requirements

At least a 4-year degree
At least 8 years prior retirement benefits experience with progressively more complex assignments and responsibilities
Benefit project management experience
Advanced understanding of retirement benefit principles, practices and trends
Advanced Microsoft office skills, including Word, Excel, and PowerPoint
Proficient use of HRIS systems (Workday preferred) and benefits related web applications
Proven client relationship skills with internal and external stakeholders
Ability to manage several projects simultaneously with competing deadlines
Strong organizational skills
Advanced writing skills

Job Responsibility

Provide leadership for the administration of Arrow’s qualified and non-qualified retirement plans
Oversee relationships with recordkeeping and custodian vendors
Support the administration of Arrow’s Supplemental Executive Retirement Plan (SERP)
Monitor plan performance and recommend enhancements
Review and audit employee and Arrow contributions from Payroll on a weekly basis
Collaborate with the payroll team to reconcile contributions
Audit retirement plan eligibility and participant data
Monitor and audit loan data
Perform secondary reviews of additional calculations and system entries
Handle escalated retirement benefit inquiries

What we offer

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Short-Term/Long-Term Disability Insurance
Health Savings Account (HSA)/Health Reimbursement Account (HRA) Options
Paid Time Off (including sick, holiday, vacation, etc.)
Tuition Reimbursement
Growth Opportunities
Discounted RTD Passes
On-site Café with Catering Option
24/7/365 On-site Gym and Lockers

Fulltime

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Non-Qualified Plan Administrator

Job Description

Job Responsibility

Requirements

What we offer

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