Prepares and reviews complex retirement plan compliance tests, government filings, regulatory forms, plan documents, reconciliations, allocations, and corrective calculations. Researches and resolves testing and Form 5500 issues, supports audits, mentors team members, and helps develop standardized processes. The role requires detailed knowledge of 401(k), 403(b), nondiscrimination testing, coverage requirements, plan allocations, and related regulatory requirements.

Prepares and reviews complex retirement-plan compliance tests, regulatory filings, year-end packages, asset reconciliations, plan documents, and corrective calculations. Researches and resolves testing and Form 5500 issues, supports audits, mentors team members, and helps improve compliance processes. The role requires advanced knowledge of qualified retirement plans, nondiscrimination testing, government reporting, and related regulations.

Prepares and reviews complex retirement plan compliance tests, government filings, Form 5500 packages, regulatory forms, plan documents, reconciliations, and allocation calculations. Researches and resolves compliance issues, supports audits, mentors team members, and helps improve department processes. The role requires retirement plan administration expertise, advanced mathematics, regulatory knowledge, and an ASPPA Qualified 401(k) Administrator designation.