Match score not available

3(16) Account Manager

extra holidays

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

New York (USA), United States

Offer summary

Qualifications:

3-5 years of retirement compliance experience, Excellent client relationship skills, Strong communication and organizational skills, Problem-solving ability, Working knowledge of Microsoft Office.

Key responsabilities:

Interpret plan documents and ensure compliance
Review compliance testing and contribution calculations
Work with clients and recordkeepers for plan corrections
Conduct Annual Plan Review and manage deadlines
Provide oversight for Form 5500 preparation and distribution

Pentegra Retirement Services Financial Services SME http://www.pentegra.com/

201 - 500 Employees

See more Pentegra Retirement Services offers

Job 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.

Location: TPA: Remote

Job Summary: Overlay Enhanced and Comprehensive 3(16) Product; Maintain Bundled Recordkeeper/client/advisor relationship; review compliance testing; contribution calculations; and sign / file Form 5500

Responsibilities:

Interpret plan documents
Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
Review Form 5500 as prepared by Bundled Recordkeeper
Enhanced and Comprehensive:
1. Review compliance Testing as prepared by the Bundled Recordkeeper (ADP/ACP; 415; 402(g) 416, 410(b))
2. Review census data including any data integrity reports if applicable
3. Review employer contribution calculations as prepared by Bundled Recordkeeper
4. Review participant QDROs prior to sending to Legal
5. Review participant home loan requests
6. Review manual hardship distribution requests
Work with plan’s Form 5500 auditor
Works with assigned Administrator to ensure deadlines are met timely
Works with client to ensure plans corrections are properly executed.
Comprehensive 3(16) Responsibilities
1. Provides oversight and management of the following tasks as performed by Bundled Recordkeeper
  - Review Plan Document
  - Review SPD and SMM for compliance with ERISA
  - Authorize ADP’s preparation of Notices
    - ACA; QDIA; blackout Notices
  - Authorize and review the Bundled Recordkeeper’s preparation of SAR
  - Confirm the Bundled Recordkeeper has prepared and distributed participant fee disclosure notice
  - Confirm forfeitures / Suspense Accounts were used in accordance with plan document
  - Confirm the Bundled Recordkeeper processed all involuntary distributions
  - Conduct Annual Plan Review (APR)
  - Works with Bundled Recordkeeper to pull contribution report to track the timeliness of contributions,

Requirements:

3-5 Years of Defined Contribution retirement compliance and service experience
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 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.
3(16) Fiduciary Services knowledge a plus
If remote employee, must have previous experience working from home