• Review, interpret, and advise on Plan Documents, Amendments, Notices, and Summary Plan Descriptions. • Manage relationships and consult with clients to oversee annual administration and special projects, as outlined in the scope of services. • Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored solutions that help clients maintain their qualified plans. • Analyze plan provisions and census data to determine eligibility, key/highly compensated employees, and input relevant data. • Perform contribution allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing, New Comparability, and income allocations for unincorporated businesses. • Conduct ADP/ACP, Coverage, Top Heavy, Non-discrimination, and other Compliance Testing, including corrective actions for failed tests and projected testing. • Prepare and reconcile trust accounting records. • Prepare Valuation and Compliance Reports. • Handle government form preparation, including Form 5500, Form 8955-SSA, & Form 5330. • Provide audit support for large plans. • Conduct annual administration reviews with Plan Sponsors and Advisor, as needed. • Complete plan specifications with recordkeepers when changes are made to plan provisions. • Continuously expand expertise and stay informed on relevant regulations. • Assist with other plan administration inquiries as required. • Actively contribute to the development and enhancement of processes and procedures, valuing creativity and innovation.