Pentegra Services, Inc.

Compensation

Full Description

We’re seeking a DB Account Manager to join our team and support the annual administration of Single Employer Small Plan Pension (Defined Benefit) plans.  This is a fully remote position. Job Summary: The Account Manager must be familiar with and understand the various aspects of funding and accounting for defined benefit pension plans including a general knowledge of IRS funding regulations.  Excellent math and analytical skills are required. 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.  Requirements: * 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 Qualifications: * 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.