Pentegra Systems LLC: A Mechdyne Company · 5 hours ago
Account Manager
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $90K/yr
7+ years expPentegra Services, Inc. is seeking an experienced Account Manager to maintain client relationships and ensure compliance with regulations. The role involves performing calculations, preparing government forms, and providing superior customer service to clients and advisors.
AudioSoftwareTelecommunicationsTrainingVideo
Responsibilities
Provides timely, superior customer services and issue resolution to clients and advisors
Maintains client relationships with high client retention rate
Interprets plan documents. Can identify and effectively communicate 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 ability to discuss testing results with client. Understands and performs advanced testing and correction techniques
Prepares Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor and ability to discuss Forms with the client. Can prepare forms for more complicated situations (short form to long form, first year filings, plan termination filings, 403(b) pre-2009 carve-outs, etc)
Works directly with plan’s Form 5500 auditor. Has knowledge and ability to discuss corrections and solve plan problems
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 follow-ups 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. Understands self-correction, VCP, DFVCP, and other correction methods
Participates in client document calls during the on-boarding process. May be required to assist client transition team with obtaining prior year and/or prior platform info
Works with client and payroll team to ensure eligibility is determined correctly for each entry date
Reviews timeliness of employee deferral remittances. Notifies the employer of the late deposits and outlining the applicable correction. Confirms deposit are made and reports on the 5500
Identifies missed deferral opportunities and works with the client to correct
Work with clients to terminate their plan
Qualification
Required
College degree and/or 7+ years of retirement experience
Minimum of 3 years in account manager or similar role in retirement administration
QKA designation required or willingness to attain
Mastery of administrator functions and skills
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
Preferred
Experience with Relius strongly desired
Experience with Salesforce strongly desired
Experience with FT Williams strongly desired
Company
Pentegra Systems LLC: A Mechdyne Company
Pentegra Systems provides audio, video, data, security and telecom solutions in the Chicago area that focus on the convergence of IP-based technologies.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase