- WTW (Dallas, TX)
- **Description** As a Form 5500 PACS Project Manager you will apply your technical and project management skills to lead a variety of 5500 and related ... timeline, deliverables, and quality standards + Perform technical review of complex Form 5500 returns and communicate results to the team. Support for additional… more
- Ascensus (Dallas, TX)
- …from record keeping system for preparation of government forms for client + Prepares Form 5500 and related schedules using government forms software + Submits ... financial reports and Form 5500 package for review, correction, approval...awareness and understanding of legislative changes, IRS rulings, and expert opinions related to the processing of retirement plans… more
- Ascensus (Dallas, TX)
- …paperwork and coordinate processing of loans with asset holder + Review or prepare Form 5500 , draft Schedule SB for actuary, and coordinate with plan sponsor ... governmental reporting. This position serves as the retirement plan expert on DC and DB plans on testing, ...expert on DC and DB plans on testing, 5500 , loans and distributions and comprehends plan design and… more
- NCR Atleos (Frisco, TX)
- …ACA, etc.) + Experience with benefits compliance activities (eg, Non-Discrimination Testing, Form 5500 filings, audits, etc.) + Experience managing projects and ... to increase efficiency. + Serve as NCR Atleos' benefits subject matter expert and daily contact. + Manage billing data including invoice reconciliation, validation,… more