Associate Executive Officer

• Age: 22 to 28 years

• Strong attention to detail with the ability to prioritize, manage tasks, and support business operations, including compliance with qualified retirement plan requirements

• Excellent analytical and organizational skills with the capacity to handle multiple assignments simultaneously

• Basic computer proficiency, including MS Word, Excel, and Outlook

• Outstanding interpersonal and communication skills, both written and verbal

• Ability to work independently with minimal supervision

Job Responsibilities:

• Manage the day-to-day administration of multiple retirement plans, including technical compliance, non-discrimination testing, and record-keeping.

• Review or process annual plan testing as required, such as ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4) deductibility, 402(g), and related requirements.

• Review or prepare Form 5500 and coordinate with plan sponsors to ensure timely filing.

• Deliver clear, concise, and informative verbal and written communications in a timely manner.

• Support clients in meeting all IRS and Department of Labor deadlines related to qualified retirement plans.

• Collaborate with teams, as needed, to oversee and ensure accurate and timely completion of plan valuation reports and government filings.

• Safeguard all confidential company and client data, ensuring protection against unauthorized access, improper transmission, or unapproved disclosure.

• Demonstrate commitment to the organization’s core values—Active Employee, Quality First, and Reliability Always—through daily actions and support of company culture.

• Perform any additional projects or tasks assigned by the supervisor.