Lynda's responsibilities include:
- Balance-forward recordkeeping
- Compliance with ERISA and related regulations
- Preparation of census data requests
- Review and reconciliation of participant data
- Reconciliation of plan assets
- Preparation of IRS Form 5500 and other governmental forms
- Assistance to plan auditors
- Day-to-day assistance to the plan sponsor
- Preparation and review of benefit distribution packages
- Preparation and review of participant loan packages
- Assuring client satisfaction with all of Milliman's services
In addition, Lynda is responsible for all aspects of nondiscrimination testing and compliance issues for many of the clients in the processing center.
Lynda provides services to qualified and nonqualified defined contribution plans, including profit sharing, 401(k), 403(b), 457, and ESOP plans.
