Manage the administration of 401(k), profit sharing, and cash balance plans, including compliance testing and contribution calculations. Provide high-quality service to clients while ensuring adherence to legal and regulatory requirements.
Perform compliance and annual administration for Defined Benefit retirement plans, including non-discrimination testing and contribution calculations. Provide technical support to consultants and design new plan proposals for clients.
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.
