The analyst will serve as the primary point of contact for clients, coordinating plan termination dates and maintaining compliance with DOL and IRS regulations. They are also responsible for providing training and guidance on retirement plan products to internal teams.
The role involves preparing and filing legal documents to establish corporate entities, including articles of incorporation and DBAs. It also requires managing corporate records, obtaining EINs from the IRS, and communicating state requirements to clients.
Serve as the primary point of contact for 401(k) plan clients, managing day-to-day administration including contributions, loans, and distributions. Perform essential compliance testing and support annual requirements such as Form 5500 preparation.
Coordinate the onboarding process for ROBS clients by managing documentation, stock issuance, and capitalization activities. Provide critical support for SBA lender requirements and maintain accurate client records across internal systems.
