Complete, review, and certify annual funding valuations and compliance testing for defined benefit, cash balance, and combination plans. Develop plan designs and cost studies, prepare regulatory filings, support plan terminations, and collaborate with consultants to deliver accurate client service.
The consultant is responsible for generating new business through plan sales and takeovers while maintaining a portfolio of existing clients. They serve as the primary point of contact for clients, ensuring plan compliance, managing annual reports, and providing employee presentations.
The Defined Benefits Administrator manages a portfolio of retirement plans, performing annual administration, compliance testing, and participant benefit calculations. They work closely with actuaries and consultants to ensure all client deliverables are accurate and meet regulatory deadlines.
Independently administer assigned qualified retirement plans, perform compliance testing and contribution calculations, maintain accurate records, and support annual reporting and regulatory compliance. Serve as a primary client contact, coordinate with internal teams and financial professionals, and manage plan workflows to meet quality and deadline expectations.
The Trust Administrator is responsible for the financial reconciliation and trust accounting functions associated with qualified retirement plans. This includes preparing financial statements, processing annual reporting forms, and ensuring accuracy in plan asset records.
Manage a portfolio of defined contribution retirement plans, ensuring regulatory compliance and accurate annual reporting. Consult with plan sponsors on design and best practices while coordinating with recordkeepers and auditors.
