- Main point of client and advisor providing a high level of service for deconversions
- Ensures clients are receiving feedback & resolution to their inquiries on a timely basis
- Interpret plan documents (IDP & Pentegra Prototype)
- Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
- Understand and be able to calculate & explain contributions based on the plan's provisions and confirms with client amount of annual funding for terminating plans
- Understand and be able to calculate & explain non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and the impact it has on a terminating plan
- Prepare Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan's auditor and ability to discuss Forms with the client.
- Works with plan's Form 5500 auditor
- Understand and be able to calculate & explain a reconciliation of trust assets
- Review and approve participant requested loans and distribution requests as needed
- Identifies and completes RMD distributions as needed
- Advises clients on new plan design options and completes plan studies when needed
- Works with assigned Account Manager & Administrator to ensure deadlines are met
- Responsible for entering amendment requests; updating Relius specs, platform specs, obtaining signatures and follow-ups with clients on needed resolutions & Amendments
- Attends client and advisor calls/meetings upon request
- Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review
- Work with clients to terminate their plan
- 3-5 Years of Defined Contribution retirement compliance and service experience
- Ability to maintain a small caseload which could range from 0-40 DC plans
- Knowledge of defined contribution plans testing and compliance
- Experience with Multiple Employer Plans (MEPs) preferred
- 3(16) Fiduciary Services knowledge a plus
- Excellent Client Relationship, 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 Relius compliance, FT Williams Gov forms & Salesforce a plus
- ASPPA designations a plus or be willing to obtain designations
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Account Manager - White Plains, United States - Pentegra Services, Inc.
Description
Job Description
Job DescriptionBase 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: Performs deconversions of DC Plans leaving Pentegra Retirement Plan Full Administration Services and managing the Client Relationship throughout the deconversion process.
Responsibilities:
Requirements:
