Job Description:
- Compliance testing (all types of contribution calculation and non-discrimination test)
- Form 5500 preparation (Audited and non-audited plans)
Job Responsibilities:
- Responsible of performing compliance processing and testing of defined contribution plans.
- Applying retirement plan regulations and plan provisions to a variety of retirement plans and providers.
- Understanding Employee Retirement Income Security Act (ERISA) rules and Internal Revenue Service (IRS) plan documents.
- Validating contribution based on Client requirement and performing Testing: 402g, ADP/ACP, 410B, 415, 414s, 401(a)4, 416 tests. Analyzing the testing results and performing correction methods for failures.
- Preparation of 5500 forms, schedules, 8955-SSA & 5558.
Key Requirement:
- Proficiency in MS Office
- Strong analytical and problem-solving abilities
- Graduate with >65% in academic track
- Experience in compliance testing, 401k, Defined Contribution, form 5500
- Problem Solving ADP / ACP
