- Expired: January 03, 2022. Applications are no longer accepted.
Job Duties:ANNUAL :· 401k Plan :o Prepare and send Census to TPA for ADP/ACT Testingo Form 5500 Audit & Form 8955-SSA – Audit preparation and review of TPA forms and auditors draft reporto Summary Annual Report distribution and provide copies to HRo Summary Plan Description distribution and provide copies to HRo Confirm mailing of Annual Fee Disclosure Statements & QDIA Notice by Empower and file documentation & provide copies to HRo Distribute EACA Notice and provide copies to HRo Review and distribute Investment Policy Statement & 404(c) Notice & Policy Statemento Send out forms to employees that are required by the IRS to take a Required Minimum Distributiono Calculate & deposit Employer Match (when applicable)o Annual Fiduciary review of plan & plan documents & work with TPA on plan document updates· Welfare Benefit Plan :o Prepare and send requested information for Non-Discrimination Testingo Review 5500 prepared by Gallagher TPA Wrangleo Summary Annual Report distribution and provide copies to HRo Summary Plan Description distribution and provide copies to HRo Distribute Medicare Part D Notice and provide copy to HRo Review and make recommendations on annual renewal of benefitso ACA monthly and annual reportingo Confirm submission of Notice of Credible Prescription Drug Coverage· Unclaimed Property Reporto File unclaimed property report· Financial Statement Compilationo Prepare year end journal entrieso Prepare updated depreciation scheduleo Prepare and send requested information to CPA firmo Review draft return· Federal Income Tax Returno Prepare and send requested information to CPA firmo Confirm extension has been filed by CPA firmo Review draft return· Franchise Tax Returns -o Confirm filing of extension for Texas with CPA firm & pay franchise tax extension paymento File extension for Alabama, Mississippi & Louisiana and pay tax extension paymentso File Annual Report for Louisianao File Annual Report for Mississippio Review return after completed by CPA firm· Canadao Provide information to CPA firm & review the Corporate Income Tax Return & Sales Tax Return· HCADo File extensions and renditions for Personal Property (Kurland), Personal Property (Data Center) & Vehicles· Commercial Insuranceo Prepare applications for Commercial Insurance (Auto, WC, GL, PL, Pollution, Cyber, Commercial Property, EPL) and review proposalso Provide documents and participate in WC & GL year end auditso Prepare updated Prepaid Insurance Schedule to allocate insurance expense by month· Company Cliento Prepare annual self-audit documents for markup and payroll taxeso Prepare and send new hire forms and rate changes to client· Year End Taskso Run a balance of hours in QB to ADP to ensure all employees were paid correctly and hours are correct for 401k census reportingo Prepare W-2 insurance reporting spreadsheet & confirm per diem is calculated correctly for reporting on W-2o Translate Financial Statements for Argentina and send all information necessary to complete Form 5471Quarterly· 1120 Tax Deposits· Attend quarterly 401k Investment Committee Meeting & prepare and distribute meeting minutesMonthly· Send out Monthly Fee Disclosure Statements to 401k Investment Committee Members· Prepare and distribute financial statements and sales report to management team· Update and distribute Home Office Engineering report to management team· Download and file monthly bank statements and give to financial administrator for reconciliationWeekly· Weekly financial meeting email· Manage 401k audit spreadsheet to ensure all new hire employees receive proper notifications from Empower and BEI and are included in the auto enrollment process· Add rate increases to flex payout spreadsheet and prepare spreadsheet bi-weekly for payroll to ensure employees are paid flex at the rate it was earnedDaily· Check bank account each morning against QB· Post payments from clients· Check track posting for OT & post 9/80 spreadsheets· File emails for Track & AccountingMiscellaneous· PPP Loan – File forgiveness application and provide information to CPA firm for the Employee Retention Credit· Set up and learn client modules for POs, RFPs, & invoicing· Track – New hires, rate changes, schedule changes and daily allocations (backup & management)· Prequalify subcontractors· Issue POs to subcontractors· Troubleshoot PSRS budget and invoicing discrepancies/issues· Collection of past due accounts receivables· Biweekly payroll transfers· Confirm task are being completed in accounting – HSA & 401k deposits, 401k deposit verification, W-2 distribution, 1099 distribution, 1095-c distribution, client contractor safety reports, etc.Read and keep up to date on changing regulations for 401k and welfare benefit plans
Yezak Technical Staffing
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