Job Description

Essential Functions

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  • Works with key individuals at various defined contribution recordkeeping and administration service organizations to obtain plan related data.
  • Reviews and analyzes data as required for preparation of client deliverables.
  • Plan data acquisition, review, analysis, and observations.
  • Provides ongoing support for corporate qualified plans.
  • Coordinates with analysts and consultants on assigned plans to complete client reports and projects.
  • Act as a trusted advisor to clients by providing expert guidance on ERISA compliance, ensuring their employee benefit plans meet all regulatory requirements.
  • Continuously monitor and interpret changes in ERISA legislation to help clients adapt and maintain plan level compliance.
  • Interpret plan documents.
  • Self-manages process from start to completion of assigned client deliverables and workflow with key contacts from record-keeper and administrative services provi...

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