Amit Kumar Sharma Email & Phone Number

PGDBM with more than 14 years of experience working on 401K US Retirement plan & 11 years on US - Form 5500 - SF forms as well as Large oriented plans, Audited 5500 forms (H filers) & 7 years on ADP, ACP Testing, Reporting of 401K US Retirement plans so that plan status should be qualified.• Independently working on FORM-5500 annual filing to Department of Labour of US Defined Contributions 401K retirement Plans (Government Forms). • Fulfillment of the 401(k) and defined contribution plans as per the regulatory norms laid down by Department of Labour and Internal Revenue Service.• Preparing and reviewing various financial schedules like:-Schedule A-for Insurance contracts like Guaranteed Investment, Pooled Separate, life Insurance and Annuity Contracts Schedule C-direct and indirect fee information paid to service providers to retirement planSchedule D-Reporting of DFE –Common Collective Trust, Master Trust, Pooled Separate AccountsSchedule H/I-Reporting assets & liabilities, profit and losses under the retirement plan at the year-end, making various financial adjustments under the plan Preparation of Schedule of Assets held at the plan year-end to report mutual funds employer securities, common stock, bank investment contracts, money market, insurance contracts • Preparing and reviewing 8955-SSA for defined contribution plans • Preparing and reviewing Form-SF for small defined contribution plans• Independently working on conversion plans coming from other record keepers verifying all the required documents & doing reconciliation and preparing form 5500 for those plans• Working on NDT test like ADP & ACP, TH test, 402G, 415, Associated Match, Minimum Coverage, and PDL & PML test.• Processing Refunds i.e ADP & ACP, 402G, Early birds, Audit refunds as per failure of test & Ineligible contribution refunds for those ppts who contributed in plan but actually not eligible.• Doing adjustments on refunds processed for failure of 402g, ADP, ACP, PDL, PML, 415 & Associative match tests after year end test corrections made by client and all tests have been passed.

Listed skills include Mis and Bpo.