• Review, interpret, and advise on Plan Documents, Amendments, Notices, and Summary Plan Descriptions. • Manage relationships and consult with clients to oversee annual administration and special projects, as outlined in the scope of services. • Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored solutions that help clients maintain their qualified plans. • Analyze plan provisions and census data to determine eligibility, key/highly compensated employees, and input relevant data. • Perform contribution allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing, New Comparability, and income allocations for unincorporated businesses. • Conduct ADP/ACP, Coverage, Top Heavy, Non-discrimination, and other Compliance Testing, including corrective actions for failed tests and projected testing. • Prepare and reconcile trust accounting records. • Prepare Valuation and Compliance Reports. • Handle government form preparation, including Form 5500, Form 8955-SSA, & Form 5330. • Provide audit support for large plans. • Conduct annual administration reviews with Plan Sponsors and Advisor, as needed. • Complete plan specifications with recordkeepers when changes are made to plan provisions. • Continuously expand expertise and stay informed on relevant regulations. • Assist with other plan administration inquiries as required. • Actively contribute to the development and enhancement of processes and procedures, valuing creativity and innovation.

• Meet or exceed assigned yearly sales goal • Use of consultative and negotiating selling skills to uncover and close opportunities to advance sales • Maintain strong level of digital and print product knowledge • Develop, maintain, and keep current all account records in CRM system, including documentation and maintenance of opportunities and documentation of communication with customers • Deliver in-person or WebEx orientation sessions to EC’s key customers at the beginning of a semester • Assist eLearning Specialist in the Digital Publishing department with customer/instructor training and stimulation of usage of digital products for EC’s customers • Report on market conditions, trends, and opportunities in the competitive environment • Monitor and manage territory expenses, including comp copy distribution to ensure compliance with forecasted budget • Complete special projects as assigned by the Regional Sales Manager

• Conduct comprehensive assessments of Defense Industrial Base (DIB) organizational networks and systems to identify any vulnerabilities and to confirm they meet the necessary CMMC level requirements. • Work with organizations to design and implement security measures and controls, in line with CMMC standards, to protect sensitive data and systems from infiltration and cyber-attacks. • Coordinate with various teams within an organization to develop and implement the action plans necessary to achieve CMMC compliance. • Clearly articulate the CMMC program to an organization's employees at all levels to ensure understanding and adherence to cybersecurity best practices. • Assist organizations with the review and update of existing security policies and procedures to align with evolving CMMC requirements and best practices in cybersecurity. • Prepare detailed reports on the status of an organization's CMMC compliance. • Keep abreast of the latest cybersecurity threats and trends, as well as updates to the CMMC framework. • Achieve utilization targets, complete projects on time and budget, and meet quality standards. • Study, learn, test, document, execute and seek to continuously improve scalable consulting services processes to effectively deliver customer engagements while achieving a high level of customer satisfaction. • Execute project planning, scheduling, and other coordination of internal and customer resources to conduct interviews, meetings, and presentations. • Prepare and deliver thoughtful, insightful, and professional presentations to customers and internal Redspin stakeholders. • Create, review, and edit findings, observations, and recommendations reports. • Become knowledgeable of Redspin’s solution and service offerings, sales process, marketing materials, contract and statement of work (SOW) structure, methodologies, delivery standards, work tools, and processes. • Pursue additional education and stay current on best practices, technical skills, and tools related to the position's duties. • This position has significant interaction with internal and external stakeholders, including colleagues, customers, partners, subcontractors, and potential investors. • This position requires a strong customer service orientation and the ability to: • Work independently on a variety of consulting projects simultaneously, • Exercise good judgment and initiative to manage priorities, • Quickly develop trusting relationships with a variety of Defense Industrial Base compliance and information system professionals. • Pose questions and listen to customer responses effectively to draw out essential facts, data, business process descriptions, sensitivities, and perspectives. • Demonstrate strong organizational abilities, effective writing skills, and communications skills. • Develop presentations with clear messages, and effective slides, and deliver these presentations to senior executives. • Lead teams of internal and external stakeholders to drive security projects forward. • Identify and manage client engagement risks and issues.

• Conducts audits of highly complex accounts substantiating accuracy of policy classifications, exposure base inclusions/exclusions, status of subcontractors, subcontractor cost allocations, business and final customer relationship and audits the overall business. • Develops proper premium basis on risks adhering to strict time deadlines. • Conducts interviews with the insured to obtain information regarding the insured's operations and business model to obtain a good working knowledge and analysis of the risk. • Determines employee job classifications based on job role and responsibilities and exposure to hazard. • Compiles and analyzes client's operations and accounting records for accuracy in preparation of audit, including examining and authenticating classifications related data from business records as well as a visual inspection of the insured's business. • Recognizes and communicates regular and irregular audit findings and financial conditions of an insured to the agent and branch underwriting. • Informs corporate investigations and underwriting of questionable operations, including suspected fraud. • Prioritizes territorial assignment for policy review and audit load. • Conducts training for less experienced audit staff. • Monitors and provides guidance on the accuracy of policy classifications and proper premium basis development.