Amir Khan

About Amir Khan

As a Defined Contribution Plan Administrator at First American Bank, I bring nearly 6 years of experience in 401(k) and retirement plan administration, with expertise in pension administration, compliance reporting, and client services. My role focuses on ensuring adherence to IRS and DOL regulations while facilitating participant transactions, preparing regulatory filings, and reviewing plan contributions to support clients and internal teams effectively. With a certificate in Finance and a forthcoming MBA in Business Analytics, I am committed to delivering precise and compliant retirement solutions that empower organizations and participants to achieve their financial goals. My motivation lies in fostering trust through meticulous administration and providing actionable insights that drive sustainable success.

Experience

1. Defined Contribution Retirement Plan Administrator

   First American Bank

   Jun 2025 — Present

   Managed A-to-Z administration of qualified retirement plans, ensuring compliance with plan provisions, client objectives, and regulatory requirements.• Advised plan sponsors on technical, operational, and compliance matters, resolving complex issues in coordination with internal and external stakeholders.• Conducted and reviewed annual compliance testing, including ADP/ACP, Top-Heavy, Coverage, 410(b), 401(a)(4), 415 limits, and cross-tested/new comparability allocations.• Prepared and reviewed Form 5500, Form 8955-SSA, Form 5330, Form 1099-R, and related compliance and tax-reporting documentation for accuracy and completeness.• Identified and corrected late deferral deposits and missed deferral opportunities through lost earnings and QNEC calculations in accordance with IRS and DOL correction programs.• Coordinated administration across multiple recordkeepers and supported plans with individual-directed brokerage account (IDBA) arrangements.• Partnered with auditors, attorneys, accountants, recordkeepers, and financial advisors to support audits, corrections, and ongoing plan administration.• Processed and reviewed participant transactions, including loans, distributions, hardship withdrawals, in-service distributions, and MRD/RMD payments.• Led client meetings, annual plan reviews, and participant education sessions to address plan operations, service needs, and administrative updates.• Supported investment-related plan administration by coordinating performance reporting and collaborating on investment menu reviews and changes.

Education

• East West University

  Bachelor of Business Administration (BBA), Marketing

  2012 — 2016

• North South University

  Master of Business Administration - MBA, Accounting and Finance

• University of Wisconsin-Milwaukee

  Graduate Certificate, Finance, General

• University of Wisconsin-Milwaukee

  Graduate Certificate, Business Analytics

• University of Wisconsin-Milwaukee

  Master of Business Administration - MBA, Business Analytics