[Hiring] Account Manager @Pentegra Services, Inc.

Role Description

The position requires the ability to maintain high levels of confidentiality and the ability to work as part of a team, while independently managing accounts under supervision. Excellent communication skills and a full understanding of customer service is a must. Position is for experienced account managers.

• Maintains client relationship; performs compliance testing; performs contributions calculations; prepares Form 5500; and works with auditors.
• Provides timely, superior customer services and issue resolution to clients and advisors.
• Maintains client relationships with high client retention rate.
• Interprets plan documents and communicates improvements to clients and partners.
• Has solid knowledge of ERISA, IRS & DOL regulations regarding qualified plans, including 403(b) plans.
• Analyzes census to determine eligibility.
• Calculates employer contributions based on the plan’s provisions and confirms with client amount of annual funding, as requested by client.
• Performs annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and discusses testing results with client.
• Prepares Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor.
• Posts year-end client deliverables to SalesForce.
• Identifies and processes to ensure RMD distributions have been communicated to eligible participants.
• Works with Administrators to ensure deadlines are met in a timely manner.
• Enters amendment requests to legal; updates Relius specs, platform specs, obtains signatures and follows up with clients.
• Attends client and advisor calls/meetings; can lead meetings and present in a professional manner.
• Conducts annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review.
• Determines and calculates plans corrections that may be required to ensure plan compliance and works with client to ensure correction is properly executed.
• Participates in client document calls during the on-boarding process.
• Works with client and payroll team to ensure eligibility is determined correctly for each entry date.
• Reviews timeliness of employee deferral remittances and notifies the employer of late deposits.
• Identifies missed deferral opportunities and works with the client to correct.
• Works with clients to terminate their plan.

Qualifications

• College degree or 7+ years of retirement experience.
• Minimum of 3 years in account manager or similar role in retirement administration.
• QKA designation required.
• Excellent verbal and written communication skills.
• Knowledge of Excel and other Microsoft applications/software.
• Excellent math skills.
• Strong analytical and problem-solving skills.
• Ability and willingness to provide a high level of service to clients.
• Experience with Relius strongly desired.
• Experience with Salesforce strongly desired.
• Experience with FT Williams strongly desired.