• Deliver exceptional client service with strong problem-solving and critical-thinking skills. • Communicate clearly and professionally in both written and verbal formats. • Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines. • Maintain current knowledge of ERISA regulations and legislative changes. • Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70–100 plans (subject to change). • Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g). • Review and coordinate processing of distributions and loans with asset holders. • Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission. • Support external auditors and assist with IRS or DOL audits as needed. • Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients. • Coordinate conversions for new clients, working with internal and external parties to ensure accuracy. • Partner with support staff to facilitate timely and accurate completion of plan administration tasks. • Safeguard all confidential client and company information in compliance with data-security standards. • Lead project teams and provide training or technical support to junior staff and peers. • Perform other duties as assigned.