Reviewer

• Review defined contribution plan valuations, administration projects, and calculations for accuracy and compliance, including contributions, allocations, vesting, and participant distributions
• Review annual nondiscrimination and compliance testing, including ADP/ACP, top-heavy, 402(g), 415, 410(b), and 401(a)(4) testing, as well as cross-tested and combination plan designs
• Review annual reports, participant disclosures, IRS Forms 5500 and 8955-SSA, regulatory filings, and client communications
• Research and provide technical guidance on complex ERISA, IRS, and Department of Labor compliance matters
• Serve as a technical resource for Plan Administrators and team members on plan administration, compliance, and plan design
• Prepare and review retirement plan documents, including amendments, takeover and start-up documents, and plan restatements
• Manage a small portfolio of retirement plan clients and oversee timely, accurate administration
• Collaborate with Plan Administrators, actuaries, Relationship Managers, New Business teams, and leadership to resolve technical issues and provide guidance and training
• Monitor regulatory and legislative developments and assist with updating internal procedures and administrative practices
• Support consistency, accuracy, and quality across retirement plan administration processes
• Participate in continuing education and professional development, including industry webcasts and ASPPA coursework or examinations
• Perform additional duties and special projects as assigned

Explore Defined Contribution Reviewer at Strongpoint Partners. Review requirements and application details.