• Administer full-cycle (A-Z) plan operations for a caseload of 401(k) and cross-tested retirement plans. • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4). • Coordinate year-end valuations and interpret plan documents. • Process participant transactions such as loans, hardships, and distributions. • Prepare and file IRS/government forms including 5500, 8955, and 5330. • Reconcile plan assets and complete trust accounting tasks. • Import and manage census and participant data. • Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction. • Communicate with clients on plan administration issues with clarity and professionalism. • Leverage internal systems and technology to streamline processes and improve accuracy.