Job Description
Plan Administration & Operations • Administer daily plan operations, including enrollment, deferral rate updates, processing participant transactions, such as hardship withdrawals, rollovers, and distribution requests • Review and approve participant loan requests, ensuring compliance with plan rules and loan limits • Participate in Fiduciary Committee meetings Compliance & Fiduciary Oversight • Manage annual non-discrimination testing (e.g., ADP, ACP, and Top-Heavy tests), including any corrective measures • Oversee the preparation and timely filing of annual government reports, including IRS Form 5500 • Partnership with external auditors and financial advisors for required independent plan audits • Update plan document to reflect any regulatory changes or company policy adjustments
