Note: The job is a remote job and is open to candidates in USA. Pentegra Retirement Services provides retirement plan administration services. The Senior Account Manager – Technical Lead independently manages assigned accounts, performs compliance testing and corrections, prepares regulatory filings, supports audits, and provides technical leadership and mentoring to account management teams.
Responsibilities
- Interpret plan documents and identify opportunities to improve plan administration, communication, and service delivery for clients and partners
- Apply extensive knowledge of ERISA, IRS, and DOL regulations for qualified plans, including 403(b) plans; remain current on industry changes and communicate relevant updates to clients and team members
- Analyze census data to determine eligibility and work with clients and payroll teams to confirm eligibility for each entry date
- Calculate employer contributions based on plan provisions and confirm annual funding amounts with clients when requested
- Perform plan redesign and projection testing to support client planning and compliance needs
- Perform annual nondiscrimination testing, including ADP/ACP, 415, 402(g), 416, and 410(b), and explain testing results to clients
- Apply advanced testing and correction techniques, including self-correction, VCP, DFVCP, and other appropriate correction methods
- Determine and calculate plan corrections needed to maintain compliance, and work with clients to ensure corrections are properly completed
- Identify missed deferral opportunities and coordinate with clients to complete required corrections
- Review the timeliness of employee deferral remittances, notify employers of late deposits, outline applicable corrections, confirm deposits are made, and report corrections on Form 5500 as required
- Conduct annual year-end cleanup, including follow-up on forfeiture reallocations and source transfers identified during compliance review
- Identify required minimum distribution needs and ensure communications are sent to eligible participants
- Post year-end client deliverables to Salesforce
- Prepare government filings, including Form 5500 and related schedules, Forms 5558, 5330, and 8955, and discuss filings with clients as needed
- Prepare filings for complex circumstances, such as short-form to long-form transitions, first-year filings, plan termination filings, and 403(b) pre-2009 carve-outs
- Work directly with the plan’s Form 5500 auditor, including discussing corrections, resolving plan issues, and supporting audit-related requests
- Submit amendment requests to Legal; update Relius specifications and platform specifications; obtain signatures; and follow up with clients through completion
- Serve as a technical lead by providing subject matter expertise, guidance, and support to team members on complex plan administration, compliance, testing, correction, and client service matters
- Work with administrators to ensure deadlines are met in a timely manner
- Mentor and train new account managers
- Participate in special projects that improve processes, consistency, and service delivery
- Present and teach technical concepts in internal team meetings
- Deliver timely, high-quality customer service and issue resolution to clients and advisors
- Maintain strong client relationships and support a high client-retention rate
- Attend client and advisor calls and meetings; lead meetings and present information professionally when appropriate
- Support onboarding by participating in client document calls and assisting the client transition team in obtaining prior-year or prior-platform information
- Work with clients to complete plan termination activities when needed
- Manage more complex, sensitive, or high-priority client relationships as assigned
Skills
- College degree and **8+** years of retirement experience
- Minimum of **8**years in account manager or similar role in retirement administration
- QKA designation **required**
- Mastery of administrator functions and skills
- Excellent verbal and written communication skills
- Knowledge of Excel and other Microsoft applications/software
- Excellent math skills
- Strong analytical and problem solving skills
- Ability and willingness to provide a high level of service to clients
- Experience with Relius **required**
- Experience with FT Williams **required**
- Experience with Salesforce strongly desired
Company Overview