• Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16) • Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met • Creation of 3(16) annual letter – ensuring all 3(16) services were completed • Authorized signer for distributions and loans as required • Actively manage projects and tasks in PensionPro workflow system • Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet • Distribute newly eligible materials and required notices • Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring • Upload year end annual census • Represent the company on 3(16) client calls and meetings • Share pertinent industry knowledge with 3(16) Administrators and other staff

• Serve as a leader responsible for overseeing audit remediation initiatives, key financial reporting functions, or advanced data analytics projects, based on organizational priorities • Lead execution of the day-to-day accounting research and analysis activities of the engagement • Demonstrate awareness and knowledge of Federal Government’s financial and management responsibilities • Draft and preparing project deliverables • Prepare and reviewing financial statements and footnotes • Perform reconciliations and other financial analyses • Perform risk assessments in accordance with OMB Circular A-123 and the FIAR Guidance • Identify the conditions and issues from maintaining generating financial statements in accordance with GAAP • Proposing new or revised accounting policies and procedures as well as implementation strategies to address audit findings • Directs the analysis of audit findings, validates corrective action plans, identifies root cause issues, and ensures full implementation and documentation of remediation steps • Coordinates with stakeholders and provides strategic guidance to strengthen compliance and internal controls. • Oversee the development of sections of the Agency Financial Report (AFR), ensures adherence to federal financial reporting requirements, and guarantees the accuracy, completeness, and compliance of financial statements and disclosures • Lead the design and execution of data driven solutions to improve financial management performance • Develop dashboards, predictive models, and trend analyses to support decision making, identify risks, and optimize resource allocation • Ensure data integrity, interprets complex datasets, and translates insights into actionable recommendations for leadership • Manage progress reporting, set priorities, and mentor staff to enhance organizational performance, improve financial management practices, and maintain strong governance standards.

• Ensure the system operation as well as the error analysis, maintenance and execution of system updates of the customer systems • Carry out common basic projects, such as release upgrades for ABAP as well as for Java and take over the project management if necessary. • Responsible for the technology planning of SAP HANA as well as the HANA migration • Support customers as 2nd and 3rd level support in the areas of trouble shooting and performance services • Support in presales activities for new customers in the area of platform services.

• Serve as executive sponsor and strategic advisor on high-impact, multi-year client programs • Build and sustain C-suite relationships • Personally deliver and influence $2M–$3M+ in annual revenue • Lead the development of new consulting capabilities, methodologies, and intellectual property