Provide technical research, instruction and guidance on various aspects of defined contribution and defined benefit plan administration, including cash balance plans. Analyze and review plan documents. Recommend plan design changes and administrative process. Direct special projects under IRS and Department of Labor correction programs.

Directed ESOP and 401(k) unit transition to Relius administration software. Established standardized policies and procedures for trust accounting and ESOP transactions, compliance testing and reporting, distribution processing, and web access to plan sponsors and participants. Assessed and offered staffing and software recommendations for recordkeeping, task management, document management and retention, and Form 5500 series production. Served as primary employee benefits plan consultant to… Show more Directed ESOP and 401(k) unit transition to Relius administration software. Established standardized policies and procedures for trust accounting and ESOP transactions, compliance testing and reporting, distribution processing, and web access to plan sponsors and participants. Assessed and offered staffing and software recommendations for recordkeeping, task management, document management and retention, and Form 5500 series production. Served as primary employee benefits plan consultant to wealth management, tax and audit partners, managers and associate3s. Prepared project budgets and timelines. Presented ESOP benefit information and education employee meetings. Show less

Compliance Resource Group - Provide compliance instruction and guidance to a team of defined contribution plan administrators, review and approve amendment and QDRO requests.Consulting - Identify, communicate and resolve compliance and plan design issues, and address government inquiry (includes IRS and DOL correction programs).Peer Review - Review and assess peer production for quality, conformity and accuracy. "Virtual" Mentorship - Provide guidance to remote employees who access… Show more Compliance Resource Group - Provide compliance instruction and guidance to a team of defined contribution plan administrators, review and approve amendment and QDRO requests.Consulting - Identify, communicate and resolve compliance and plan design issues, and address government inquiry (includes IRS and DOL correction programs).Peer Review - Review and assess peer production for quality, conformity and accuracy. "Virtual" Mentorship - Provide guidance to remote employees who access systems via VPN. Case Management - Produce timely and accurate compliance computations and reports for assigned defined contribution plans (includes 401(k), cross-testing, average benefits testing and safe harbors).ESOP Specialist - Manage all aspects of ESOP share accounting and administration, leveraged loans, diversification requirements, Sub-S Corporation rules, distribution policies and put options.Executive Compensation Specialist - Nonqualified/Top-Hat Plan management.Tax-Exempt and Government Plans Specialist - 403(b), 457(b) and 457(f) plan management. Show less

Consulting - Identify, communicate and resolve compliance and plan design issues, and address government inquiry.Case Management - Produce timely and accurate compliance computations and reports for assigned defined contribution and defined benefit plans.Plan Document Management - Order and review amendments and restatements.Peer Review - Review peer production for quality, conformity and accuracy.Remote Access - Establish systems and procedures for… Show more Consulting - Identify, communicate and resolve compliance and plan design issues, and address government inquiry.Case Management - Produce timely and accurate compliance computations and reports for assigned defined contribution and defined benefit plans.Plan Document Management - Order and review amendments and restatements.Peer Review - Review peer production for quality, conformity and accuracy.Remote Access - Establish systems and procedures for telecommunication.Platform Development - Develop systems and procedures for 401(k) daily valuation recordkeeping and reporting with participant voice and web access. Show less