• Review census information imports and asset information in preparation of all annual testing • Review Forms 5500 and related schedules • Review and delegate trust accounting projects and other related tasks • Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing) • Delegate plan administration duties • Possess technical familiarity with plan rules regarding distributions, loans, and hardships • Keep current with laws and regulations • Perform ERISA research relating to employee benefit plans and payroll issues • Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas) • Respond to client questions or inquiries • Initiate and manage client communications • Identify and communicate opportunities/issues with superiors • Proactively coordinate, plan, and schedule workflow for effective engagement management • Collaborate cross-departmentally to gather information and resolve client matters • Prepare billing invoices as requested • Act as a trusted and sought-after business advisor to client and peers • Share knowledge, train, and serve as a role model for less experienced staff • Delegate work to less experienced staff based on their knowledge and capabilities • Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work