Investigates and clarifies client data or census problems
Prepares non-discrimination tests, top heavy tests, coverage tests, 415 annual addition tests on larger and more technically complex plans, including additional compliance testing that must be done such as 401(a)4
Review of testing and/or Government Forms
Maintains client database and enters changes into record keeping software
Completes testing and ensures quality control audit is performed
Serves as technical expertise to compliance analysts and provides resolutions to support business
Allocates employer profit sharing, matching and/or money purchase pension contributions based upon plan provisions and submits to plan sponsor for approval
Calculates contribution corrections or top-heavy minimum contributions for plan sponsors
Communicates test results and recommends solutions to client when specific failures are identified