• Ability to perform A-Z administration and to independently manage caseload of DB benefit plans. • Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients. • Prepare and facilitate PBGC filings for covered Defined Benefit Plans. • Maintain industry knowledge and share information with client and team members. • Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements. • Read and interpret legal plan documents and amendments. • Discuss plan design changes and options with clients. • Review and import census data and reconcile participant account data, including “receivable” contributions. • Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis. • Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) combo non-discrimination testing. • Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms. • Provide actuarial and administration support to clients. • Perform benefit calculations, valuations, AFTAP and schedule B. • Other duties as assigned.