Location: Fontana, California, us
Job Summary:
Job Duties
- Conduct ADP/ACP testing, top-heavy testing, and cross-testing.
- Calculate and monitor IRC 415 contribution limits.
- Prepare and review Form 5500 and related schedules.
- Provide compliance advice to clients.
- Prepare and review compliance documents and SPDs.
- Conduct plan audits and reviews.
- Train junior staff on compliance practices.
Required Skills (Keywords)
- ADP/ACP testing
- Top-heavy testing
- IRC 415 knowledge
- Form 5500 preparation
- Software proficiency (ASC, Datair, Relius, FT William)
- Analytical skills
- Communication skills
Required Experiences (Topics)
- Bachelor's degree in relevant field
- 3+ years in 401(k) compliance
- Knowledge of compliance regulations
Job URLs: