Esop Plan Administrator - Fully Remote
By CPS, Inc. At Illinois, United States
Manage a caseload of ESOP or ESOP/401k Plans
Maintain client relationships positively and professionally
Calculate 409p and any additional required compliance testing.
Reviews legal plan document and provides guidance to plan sponsors.
Coordinates plan distribution process including schedules, forms, and summarization of distribution directives.
Consults on plan design and any additional plan recommendations.