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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