- Review allocations, contribution and forfeiture amounts, annual discrimination tests and Form 5500 and attachments. Advise the analyst of any necessary modifications. Provide assistance, if necessary, in plan administration
- Prepare plan documents and determine the need for amendment
- Monitor timeliness of client service relative to valuation reports, 5500's, Disclosures requirements
- Review overall plan status and communicate with client regarding situations needing attention
- Prepare special studies and consult with clients and prospective clients, as needed
- Assist with plan termination by reviewing calculations, balancing assets, preparing IRS Forms, reviewing Notice of Plan Benefits and election forms, provide IRS required certifications, if applicable. Provide a quote for fee for service
- Respond to client inquiries and meet with clients when necessary
- Conduct research and consult with attorneys, accountants and investment advisors when appropriate
- Prepare and/or review Forms 1099 and 945
- Provide assistance with IRS and DOL notices and programs as well as during audits
- Assist in determining appropriate client billing
- Communicate with a plan consultant, when necessary
- Assist DC Analysts with resolving problems, conflicts, and issues
- Fill in for DC Analysts, when needed
- Implement new procedures and train analysts
- Fulfill ongoing requirements to maintain professional certification
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
- Regular, predictable attendance is an essential requirement of this position
- Complete all other duties as assigned
- High School Diploma or G.E.D. required
- Must be a Qualified 401K Plan Analyst
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Manager, Retirement Plan Services - Cleveland, United States - Farmers National
Description
SUMMARY:This role is responsible for the review and modification of Defined Contribution plans. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, participation in client consultation meetings and Plan terminations. Additionally, this role will conduct research, analysis and audits of various plans and assist in new procedure development and training.ESSENTIAL DUTIES AND RESPONSIBILITIES:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
