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DB Account Manager
Pentegra
(Remote)
FULLY REMOTE ROLE
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.
- Three 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.
How to Apply
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Pentegra has trusted BenefitsLink to help reach qualified candidates for this opening.