- Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable.  -   Assist clients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan    - Assist clients with Service and IRD Plan terminations    - Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions    - Complete/assist with payroll processing as required by the products assigned    - Responsible for all aspects of valuation reports, participant statements and annual testing    - Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)   - Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable   - Review distribution paperwork and coordinate processing of distributions with asset holder    - Review loan paperwork and coordinate processing of loans with asset holder   - Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing    - Assist auditors if a plan is subject to an audit   - Assist IRD and DOL auditors, if the plan is subject to an IRS or DOL audit   - Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)    - Assist with other tasks and projects as assigned