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Account Manager

Pentegra Retirement Services

in Blacklick, OH



Title:  Account Manager

Location:  Blacklick, Ohio

Reports toRegional Vice President

Job Summary:  Manage a caseload of various types of qualified retirement plans.   

Essential Functions:

  • Daily work includes working on all aspects of valuation reports, including testing, and Form 5500.
  • Research billing issues  
  • Approve distributions, loans, hardship, and contributions
  • Stay up-to-date regarding industry trends and legislative / regulatory requirements and changes
  • Request amendments
  • Monitor annual plan projects, calendars, and milestones
  • Maintain plan compliance
  • Prioritize, research and resolve client questions related to technology, plan design & operation, compliance and other matters
  • Ensure suspense procedures are being followed
  • Completes annual valuations and cover letter
  • Develop and maintain excellent client relationships
  • Monitor contributions to ensure they are deposited timely and notify clients
  • Monitor census to ensure it is received each pay period and determine eligibility
  • Prepares and presents Annual Plan Review
  • Prepare various emails and mailings file (tracking)
  • Attend seminars or client meetings as needed
  • Back up to administrator


  • Strong experience working with large retirement plans
  • Relius experience is a must
  • Able to work independently on caseload
  • 3(16) knowledge or experience is a plus
  • Able to work well in a strong team environment in a small office
  • Strong work ethic and enthusiastic
  • If remote, must have previous experience working from home

How to Apply

Please submit resume to:

Visit our web site.

This ad has been viewed 1045 times. It expires on 5/30/2017.

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