Pentegra Systems LLC: A Mechdyne Company · 8 hours ago
DB Account Manager
Pentegra Services, Inc. is seeking a DB Account Manager to join their team and support the annual administration of Single Employer Small Plan Pension plans. The role involves managing funding valuations, benefit calculations, and non-discrimination testing while ensuring compliance with IRS regulations.
AudioSoftwareTelecommunicationsTrainingVideo
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
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 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.
Funding
Current Stage
Early StageCompany data provided by crunchbase