DB Account Manager jobs in United States
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Pentegra Retirement Services · 8 hours ago

DB Account Manager

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$60K/yr - $80K/yr
date5+ years exp

Pentegra Retirement Services is seeking a DB Account Manager to support the annual administration of Defined Benefit plans. The role requires familiarity with funding and accounting aspects of pension plans, along with strong analytical skills to perform various responsibilities related to funding valuations, benefit calculations, and non-discrimination testing.

ConsultingFinancial Services

Responsibilities

Single Employer Funding Valuations – Code valuation software (including new plans, plan amendments, life insurance and assumption changes). Reconcile assets and life insurance, calculate contribution requirements, prepare valuation reports and government filings including Form 5500 & PBGC submissions
Benefit Calculations – Prepare benefit calculations and RMDs based on the plan provisions, IRS Rules, and actuarial factors
Non-Discrimination Testing – Analyze data and perform 410(b) minimum coverage tests, 401(a)(26) participation tests and 401(a)(4) general tests
Special Projects– Prepare plan amendments, cost/funding projections, and assist with plan terminations in coordination with PBGC

Qualification

Pension experienceDatair softwareFtwilliam.comIRS funding regulationsExcelWord412(e) plan experienceASPPA designationsAttention to detailCommunication skillsTime management

Required

College degree required
Five or more years of pension experience
Proficient in Microsoft Office, with strong Excel and Word skills
Strong attention to detail
Excellent communication and time management skills

Preferred

Experience with Datair software
Experience with ftwilliam.com for plan documents, 5500s, and PBGC Filings
Experience working with life insurance policies held inside pension plans
412(e) plan experience
ASPPA designations

Company

Pentegra Retirement Services

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Pentegra Retirement Services is a financial services company that provides financial retirement planning and fiduciary outsourcing services.
dateFounded in 1943
location
White Plains, New York, USA
people-size201-500 employees
web-link
http://pentegra.com

Funding

Current Stage
Growth Stage

Leadership Team

P
Pete S.
Vice President, Chief Technology Officer
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C
Charles Sorrentino
SVP CFO
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Recent News

Business Wire
Schlichter Bogard Obtains Final Approval of $48.5 Million Settlement After $38.7 Million Jury Verdict Against Pentegra Services Inc. for 401(k) Participants
2025-12-04
bloomberglaw.com
Pentegra’s $48.5 Million Class Settlement Gets Final Approval
2025-12-03
bloomberglaw.com
Pentegra Retirement Plan Settles After Rare Jury Trial Win (1)
2025-05-04
Company data provided by crunchbase