Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Director of Pension Administration

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Plan Administrator

Aimpoint Pension
(Remote / Pompano Beach FL)

Aimpoint Pension logo

Site Manager / Senior Administrator

Nicholas Pension Consultants
(Remote / AZ / ID / NM / NV / UT)

Nicholas Pension Consultants logo

Retirement Plan Administrator

Hicks Pension Services
(Remote)

Hicks Pension Services logo

DC Administrator

United Benefit Pensions Inc.
(Remote / Melville NY)

United Benefit Pensions Inc. logo

Retirement Plan Relationship Manager – DB or DC Focus

Trinity Pension Consultants
(Remote / Akron OH / AL / IN / KY / MO / TN)

Trinity Pension Consultants logo

Retirement Plan Administrator

CMC Pension Professionals
(Remote)

CMC Pension Professionals logo

401(k) Retirement Plan Administrator

Midwest TPA with Remote Workforce
(Remote / Beachwood OH)

Chief Pension Actuary

Loren D. Stark Company
(Remote)

Loren D. Stark Company logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Pension Administrator

MGKS
(Remote / Phoenix AZ)

MGKS logo

Retirement Plan Administrator

Hessel & Associates, LLC
(Remote / IL)

Hessel & Associates, LLC logo

Manager - Defined Contribution Plans

M2B Retirement Consulting LLC
(Remote / Wexford PA)

M2B Retirement Consulting LLC logo

Plan Administrator Consultant

Jocelyn Pension Consulting
(Remote / Boulder CO)

Jocelyn Pension Consulting logo

Enrolled Actuary

Loren D. Stark Company
(Remote)

Loren D. Stark Company logo

Compliance Specialist II

EPIC RPS
(Remote)

EPIC RPS logo

Compliance Analyst - 401(k) Administration

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Junior Implementation Specialist - 401(k) Administration

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Distribution \ Loan Clerk

Retirement, LLC
(Remote / Oklahoma City OK)

Retirement, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Fiduciary Support Analyst

Pentegra

in Remote

Logo for Pentegra

REMOTE OPPORTUNITY

Job Summary:

This position is responsible for the daily maintenance of the SmartData & Congruent System and all required daily tasks. The role will require weekly interaction with the Client Transition department for on-boarding SmartData & Congruent clients. The role will also require daily interactions with the 3(16) team, who will assist in supporting you.  This position requires attention to detail, accuracy and problem solving ability.    This position requires the ability to maintain high levels of confidentiality and the ability to work as part of a team.  Excellent communication skills and a full understanding of the importance of customer service is a must.    

Essential Functions:

New Business / Onboarding

Facilitate onboarding process for SmartData / Congruent includes:

  • Setup of SmartData and ancillary systems, including Congruent
  • Development of the payroll file with the client and payroll provider
    1. Mapping of plan document provisions to payroll file fields
    2. Mapping of payroll file fields to system fields
  • Testing the file as submitted by the client and/or payroll provider
  • Testing the file with the provider for certification
  • Training of the client / payroll provider on the file submission
  • Attending Client Transition led calls as requested

Project Management

Project management of Congruent Project includes:

  • Development requests
  • Interaction with Pentegra Strategic Development Team and Congruent Team
  • Documentation of processes and workflows
  • Interaction with Pentegra Marketing for Sales and training materials, including forms
  • Interaction with vendors of ancillary systems to resolve system issues

Operations 

Daily support of SmartData and Congruent systems includes:

  • Client support in the form of emails and phone calls with clients and/or payroll providers – immediate response time expected
  • Monitor SmartData / Congruent dashboard hourly 
    1. Trouble shoot file errors and corrections
    2. Resolve Pentegra internal kick-out emails when a file will not process 
  • Review per pay data to confirm that eligibility was correctly determined
    1. Notify 3(16) Support Team of newly eligible participants to deliver enrollment materials
  • Monitor the Client mailbox and resolve emails, as needed 
  • Updating SmartData and ancillary systems for change requests from the client 
    1. Coordinate Client and Payroll providers in the event client hires a new company
    2. Calendar updates
    3. Changing payroll frequencies
    4. Updating contact information including adding / removing access for plan contacts
    5. Password resets
  • Requires interaction with Payroll Tracking and Late Payrolls department
  • Requires interaction with the 3(16) Team
    1. Prior Years of Service requirements 
    2. Dual Eligibility report 
  • Ensures 3(16) SmartData procedures are followed. 
  • Meets with 3(16) team daily to ensure all tasks are completed timely  

Requirements:  

  • College degree preferred or minimum of 2 years of Retirement and/or Benefits Experience
  • Excellent verbal and written communication skills
  • Working knowledge of Relius “desired” 
  • IT Systems Experience **Required** 
  • Ability to work in a team environment as well as independently
  • Detailed Oriented
  • Excellent verbal and written communication skills
  • Problem solving ability
  • Provide a high level of service to Team and Clients         
  • Strong Excel
  • Excellent math skills

How to Apply

Please submit resume with salary requirements to HR@pentegra.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2022 BenefitsLink.com, Inc.