- Charles Schwab (Westlake, TX)
- …limited to: + Preparing Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) testing, Top Heavy testing, Coverage testing, 401(a)(4) ... Nondiscrimination testing, and Form 5500s within the statutory timelines established by the code. + Performing testing and function as a primary liaison with ERISA Consulting, external clients, and Relationship Management for more complex ERISA Compliance… more