Shepherd Financial, LLC

Consultant

• Act as the single point of contact for employers, plan sponsors, and financial professionals for their accounts
• Provide superior client service with minimal inconvenience to clients through timely problem solving and issue resolution
• Coordinate with all applicable parties, both internal and external, to ensure an accurate conversion process for new clients
• Serve as a resource to plan sponsors and financial professionals for matters related to ERISA compliance, plan design, and governmental reporting
• Use understanding of plan design to assist with plan operations and document updates
• Provide effective verbal and written communications in a clear, concise, and informative matter
• Assist clients with all initial and ongoing plan design and document support, including helping them understand their responsibilities in meeting IRS and DOL regulations and deadlines necessary for qualified retirement plans
• Assist clients with service and IRS plan terminations
• Conduct all aspects of valuation reports and annual testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), Deductibility, and 402(g)
• Review or prepare Form 5500 and coordinate with plan sponsor to ensure timely filing
• Assist IRS and DOL auditors if the plan is subject to an IRS or DOL audit
• Review distribution paperwork and coordinate processing of distributions with asset holder
• Review loan paperwork and coordinate processing of loans with asset holder
• Act as subject matter expert for FT William, our third party administrator software
• Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
• Serve as the retirement plan expert on testing, Form 5500s, loans, and distributions
• Assist with additional tasks and projects as assigned
• Protect, secure, and properly handle all confidential data held by Shepherd Plan Partners to ensure against unauthorized access, improper transmission, and or unapproved disclosure of information that could result in harm to Shepherd Plan Partners or our clients

Retirement Plan Consultant