- Perform annual retirement plan administration and compliance services for qualified retirement plans.
- Complete plan valuations and prepare compliance testing, including ADP/ACP, IRC Section 415, IRC Section 414, coverage, and Top-Heavy testing.
- Review compliance work for technical accuracy, identify potential issues, and recommend corrections.
- Analyze participant census data and calculate employer contributions.
- Analyze and reconcile plan assets.
- Interpret plan documents and amendments to ensure accurate application of plan provisions.
- Prepare and review Form 5500 filings.
- Calculate lost earnings associated with late participant contributions when required.
- Research, analyze, and resolve retirement plan compliance and benefit issues.
- Collaborate with internal Consultants and team members to support compliance needs.
Data Analysis