Job Description
Essential Functions
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Prepares and/or reviews non-discrimination tests, top heavy tests, coverage tests, 415 annual addition tests on the largest and/or most technically complex plans - includes New Comparability plans, Multiple Employer Plan and “high profile” plans as well as additional compliance testing that must be done such as 401(a)4. May also perform and/or review more complex contribution calculations. Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements which includes reporting on all accounting and financial activity for the plan. Maintains client database and enters changes into recordkeeping software. Completes testing and ensures quality control audit is performed. Submits financial reports and Form 5500 package for review, correction, approval and submission to client and governing agency. Allocates employer profit sharing, matching and/or money purchase pension contri...