3.16 Operations Specialist

Job Functions

Plan Operations & Compliance Support:
• Determine participant eligibility throughout the plan year.
• Review and distribute enrollment materials in accordance with plan provisions.
• Approve distributions and loans on behalf of the plan sponsor.
• Review vesting and distribution campaigns annually.
• Ensure plan operations comply with the governing plan document and applicable regulations.
• Review, sign, and file Form 5500s; complete Form 5500 late deposit

• Prepare and send out Summary Annual Reports (SARs), Annual Notices, and other year-end reporting notices.
• Complete data integrity reviews, force-out distributions, and plan enrollment reviews.

Communication & Documentation:
• Act as a primary point of contact for consultants, installation coordinators, payroll team, and FuturePlan associates regarding 3(16)-related inquiries.
• Archive all relevant communications for 3...