Senior Retirement Plan Account Manager – Remote

Pentegra-Services,-Inc.; United States; Remote; USD 75,000 - 90,000; Full time

Job summary

Pentegra-Services,-Inc. in the United States is seeking an Account Manager specializing in 3(16) fiduciary services to support Enhanced 3(16), Comprehensive 3(16) and Institutional 3(16) client relationships remotely.

You will review plan documents, conduct compliance testing, sign Form 5500, and collaborate with auditors while delivering exceptional client service. Qualified candidates have 5+ years in retirement services, QKA designation, and strong communication and Excel skills.

Qualifications

• 5+ years of Defined Contribution retirement compliance and service experience.
• Minimum of 1 year in Account Manager or similar role in retirement administration.
• QKA designation required or willingness to attain.
• Excellent client relationship skills.
• Mastery of administrator functions and skills.
• Problem solving ability.
• Excellent communication and organizational skills.
• Ability to work in fast paced team environment.
• Knowledge of Excel and other Microsoft applications/software.
• Experience with FT Williams strongly desired.
• Ability and willingness to provide a high level of service to clients and partners.
• 3(16) Fiduciary Services knowledge a plus.
• If remote employee, must have previous experience working from home.

Responsibilities

• Provides timely, superior customer service 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.
• Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans.
• Works with assigned Administrator to ensure deadlines are met timely.
• Works with client to ensure Plan corrections are properly executed.
• Support the training and development of new team members by providing guidance and sharing best practices.
• Participate in projects to support the team in meeting industry deadlines.
• Assigned Account Manager for key clients, including large and significant retirement plans.
• Review Form 5500 as prepared by Bundled Recordkeeper.
• Review compliance Testing as prepared by the Bundled Recordkeeper (ADP/ACP; 415; 402(g) 416, 410(b)).
• Review census data including any data integrity reports, if applicable.
• Review employer contribution calculations as prepared by Bundled Recordkeeper.
• Review participant QDROs prior to sending to Legal.
• Work with plan’s Form 5500 auditor to provide limited audit support for Enhanced 3(16) clients.
• Provides oversight and management of tasks performed by Bundled Recordkeeper for ~100 Comprehensive clients.

Skills

Customer service

Client relationship management

Communication skills

ERISA knowledge

Problem solving

Education

QKA designation

Tools

Excel

Job description

Pentegra-Services,-Inc. in the United States is seeking an Account Manager specializing in 3(16) fiduciary services to support Enhanced 3(16), Comprehensive 3(16) and Institutional 3(16) client relationships remotely.

You will review plan documents, conduct compliance testing, sign Form 5500, and collaborate with auditors while delivering exceptional client service. Qualified candidates have 5+ years in retirement services, QKA designation, and strong communication and Excel skills.