Defined Contribution Reviewer, (KGA)
Core
Review defined contribution plan administration, valuations, compliance testing, and calculations to ensure accuracy and regulatory compliance for small- to mid-sized business clients.
Role type
Senior Defined Contribution Plan Reviewer (TPA)
Builds
Accurate, compliant retirement plan administration and regulatory filings
Domain
Retirement services / Defined Contribution Plans
Required skills
ERISA regulations, IRS/DOL compliance testing, 401(k) and Profit Sharing Plans, plan valuations, ADP/ACP testing, top-heavy testing, 402(g) testing, 415 testing, 410(b) testing, 401(a)(4) testing, plan document preparation, regulatory filings (IRS 5500/8955-SSA), client portfolio management, technical guidance and training
Preferred skills
Datair software, ASPPA credentials (QPA, QKA, ERPA)
Technologies
Datair, Microsoft Excel, Microsoft Word, Microsoft Outlook
Responsibilities
Review defined contribution plan valuations, administration projects, and calculations to ensure accuracy and compliance. Review annual nondiscrimination and compliance testing, including ADP/ACP, top-heavy, 402(g), 415, 410(b), and 401(a)(4) testing. Review annual reports, participant disclosures, IRS Forms 5500 and 8955-SSA, and regulatory filings. Research and provide technical guidance on complex ERISA, IRS, and DOL compliance matters. Prepare and review retirement plan documents, including amendments and start-up documents. Manage a small portfolio of retirement plan clients. Collaborate with Plan Administrators, actuaries, and leadership to resolve technical issues.
Seniority
Senior, hands-on IC
