• Administer a block of Defined Contribution Plans (80-120) • Responsible for the output of data within the annual valuation reports for each client • Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g) • Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing • Provide superior customer service to client and referral partner • Solve problems with attention to detail within standardized response times • Provides effective and timely verbal and written communications in a clear, concise and informative written manner via email or phone/voice mail messages. • Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan • Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study, company-sponsored training sessions or Industry accreditation programs, i.e. ASPPA or NIPA • Reviews distributions with L&D team • Reviews loans with L&D team • Assists auditors for “Large Plans” if a plan is subject to an audit • Assists IRS 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 proper communication with client and referral partners. • Responsible for protecting, securing, and proper handling of all confidential data held by BEI to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to BEI or our clients. • Provide training for Junior Administrators as needed • Serves as technical resource for other Administrators, Consultants and Assistants