Owns qualified retirement plan document processes, restatements, amendments, disclosures, takeovers, and correction projects. Develops IRS and DOL correction methodologies, oversees EPCRS and related submissions, interprets ERISA and plan provisions, and serves as the technical escalation point. Partners with plan administration, relationship management, product, design, and engineering teams to improve procedures, automation, AI tooling, and client experiences. Monitors regulatory changes and trains internal teams on compliance requirements.

Supports 3(16) retirement plan administration by reviewing eligibility, enrollment, payroll contributions, loans, distributions, notices, and fiduciary compliance. Coordinates with employers, recordkeepers, advisors, auditors, and internal teams to resolve issues, process transactions, meet regulatory deadlines, and document plan activities. The role also identifies process improvements and collaborates with Engineering on AI-driven automation.