Pentegra Services, Inc.

Compensation

Full Description

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: Maintain client/advisor relationship; perform compliance testing; contribution calculations; Form 5500 preparation and working with auditors.                       Responsibilities:  * Provide high level of service to clients and advisors * Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis * Interpret plan documents * Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans  * Calculate employer contributions based on the plan’s provisions and confirms with client amount of annual funding * Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b) and ability to discuss testing results with client * Prepare Government Forms:   5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor and ability to discuss Forms with the client. * Reconciliation of trust assets * Identifies and completed RMD distributions * Advises clients on new plan design options and completes plan studies when needed * Oversee assigned Administrator to ensure deadlines are met timely * 3(16) Responsibilities 1. Works with assigned Manager to create and deliver APRs annually 2. Point of contact for client questions on his/her case load 3. Amendment Requests – Update Platform and 3(16) Tracking and Signature Follow-up with Clients 4. Works with the client and Legal Documents to create Amendments and update the plan document and recordkeeper  5. AdHOC Billing Entries for Special 3(16) requests 6. Amendments – Update Relius Specs  7. Audit point of contact and handles all audit requests Requirements: * 5+ Years retirement plan compliance experience * Ability to maintain caseload of 55-65 defined contribution plans, including 401(k) and 403(b) * Excellent Client Relationship skills * Excellent communication and organizational skills * Problem solving ability * Ability to work in fast paced team environment  * Working knowledge of Microsoft office (excel, word, outlook) * Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus * ASPPA designations a plus or be willing to obtain designations * Ability to ensure timely and accurate completion of all assigned client’s compliance testing, valuation reporting and tax filings.