Responsibilities
- Work with clients to obtain necessary information to prepare the annual reporting.
- Review documents submitted by clients for completeness and accuracy.
- Reconcile plans with only rollovers and plan stock using Excel and administration software.
- Utilize administration software to complete 401(k) testing and reporting.
- Make outgoing reminder calls and send emails to clients during the plan year reporting process.
- Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software.
- Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.
Additional Information
- Share knowledge and explain complex topics simply.
- Training on concepts for a Retirement Plan Administrator I.
- Performs other duties as required.
