• Review Defined Contribution Calculations and Testing• Review Defined Contribution Administration, Quarterly & Annual Notices, Plan Term documents, ect.• Train and mentor Administrators on plan design and administration• Consult with clients on technical issues• Prepare and lead Plan Administrator training,

• Prepared Annual Valuation packages for all assigned plans, including the following: ~Annual Valuation Report ~Annual Funding Notices ~IRS Form 5500 and related schedules ~Additional IRS forms (ie. 5330, 8955-SSA, etc.) • Plan design for existing and potential new clients• Reviewed all reports, tax forms, notifications, disclosures, legal documents, etc. that are sent to the client or a government agency• Calculated projections and contribution requirements• Prepared distribution calculations and review distribution forms prepared for terminated employees• Researched technical and regulatory issues related to client’s plans• Maintained a positive and proactive relationship with clients and contacts, including plan up keep and advising clients on technical and regulatory requirements

• Assisted employers and consultants with the recordkeeping, non-discrimination testing and the administrative aspects of 401(k) and related defined contribution plans• Provided assistance to assigned caseload of retirement plan accounts and their associated Business Owners, Human Resource and Financial Executives, and Plan Advisors • Consistently provided a high level of Customer Service while communicating with clients and partners to address all client service issues and provide necessary research, problem solving and resolution support• Coordinated employee requests for loan, hardship, in-service, and termination distributions• Collaborated with clients and financial providers to obtain precise data in preparation of annual filings including Form 5500, related schedules, Form 5330, and 8955-SSA• Performed Annual Compliance Testing to include ADP/ACP, Coverage, Cross Testing, Average Benefits, and Top-Heavy • Completed annual employer calculations to include Match, Safe Harbor, and upon request Profit Sharing scenarios • Prepared Annual Reports to summarize testing analysis, projected limits, and valuation of employee accounts• Provided preliminary testing to avoid testing failures• Prepared Annual Safe Harbor Notices