- Work with clients to obtain information needed to prepare annual reporting.
- Review client-submitted documents for completeness and accuracy.
- Reconcile plans with only rollovers and plan stock using Excel and administration software.
- Use administration software to complete 401(k) testing and reporting.
- Make outgoing reminder calls and send emails to clients during the plan year reporting process.
- Prepare required 401(k) plan government filings, including IRS Form 5500, using filing software.
- Educate clients about 401(k) plan administration and plan documents.
- Share knowledge and explain complex topics simply.
Microsoft Excel