• Manage a caseload of approximately 75 401(k) and cross-tested plans, handling A-Z administration (excluding loans, distributions, and plan documents/amendments) • Oversee annual plan administration timelines including compliance testing, contribution calculations, and government reporting • Perform and review ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing • Coordinate year-end plan valuations and government filings, including asset reconciliation and trust accounting for plans maintained on recordkeeping platforms • Review census data and reconcile participant account information including contribution receivables • Read and interpret plan documents and amendments to ensure accurate plan administration • Partner with clients to discuss plan design changes, contribution strategies, and regulatory updates • Maintain awareness of evolving retirement plan legislation and industry best practices • Utilize administration systems such as FT William and other technologies to support efficient plan management • Provide responsive, high-quality client service and maintain strong client relationships