▪ Review and interpret plan documents, amendments, notices and summary plan descriptions. ▪ Calculate projected and actual plan contributions➢ Employer matching contributions, including safe‐harbor match(Mar’19–Present)➢ Profit sharing contributions utilizing pro rata, integrated and new comparability allocation methods ▪ Identify key employees and highly compensated employees▪ Perform projected and actual nondiscrimination testing➢ Coverage test under IRC § 410(b) and general nondiscrimination test under IRC § 401(a)(4) ➢ ADP and ACP tests under IRC §§ 401(k) and (m)➢ Compensation ratio test under IRC §414(s)➢ Top heavy determination under IRC §416▪ Monitor contribution and compensation limits under IRC §§ 401(a)(17), 402(g) and 415 ▪ Preparation of Form 5500 for submission to IRS and Dept. of Labor➢ Short Filling (SF)➢ SAR (Summary Annual Report)▪ Address client issues/concerns and provide creative solutions▪ Expand professional knowledge through formal training and self‐study. ▪ Using applications like Relius, Omni, RGF, DVW and EXP AG

▪ Preparing payroll for the client.▪ Reviewing the processing of US payroll & Loans for the Retirement plans (401k and PSP plans).▪ Payroll and Loans exceptions handling with the coordination of onshore team.▪ Handling and responding to cases of Loan Payoff.▪ Comparing client data with the system data and resolve the data issue by scrubbing.▪ Preparing daily Fund Reconciliation and addressing issues to the reconciliation team to get the reconciliationreport.▪ Handling cash recon for some special clients.▪ ACH and Check allocation for loan and payrolls for some clients on Schwab’s Site (Trade Agent).▪ Handling Fund transfer issues for some special projects.▪ Annual report preparation for 5500 form Tax filling

▪ Managed customer’s Portfolio (HDFC 400 Elite customers) using Flex cube, CRM Next and CBCI software. ▪ Process all products provided by HDFC Bank.▪ Advice customer financial products (for investment) as per there need.▪ Solve service-related issues related to banking.