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Account Manager

Pentegra Retirement Services


Job Summary:  Maintain client / advisor relationship; performs compliance testing; contribution calculations; Form 5500 reporting 


  • Maintain effective relationships with clients and advisors
  • Interpret plan documents
  • Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
  • Analyzes census to determine eligibility
  • Calculates employer contributions based
  • Experience preparing annual non-discrimination tests (ADP / ACP; 415; 402(g), 416, 410(b)
  • Experience preparing Form 5500, 5330
  • Reconciliation of trust assets
  • Review and approve participant requested loans and distribution requests
  • Work with clients to terminate their plan


  • 3-5 Years retirement compliance experience
  • Ability to maintain caseload of 85 – 100 defined contribution plans, including 401(k) and 403(b)
  • Excellent Client Relationship skills
  • Excellent 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 Sungard Relius compliance software & FT Williams Government forms a plus
  • ASPPA designations a plus or be willing to obtain designations
  • Ability to ensure timely and accurate completion of all assigned client’s compliance testing, valuation reporting and tax filings.

How to Apply

Please email resume and salary requirements to

This ad has been viewed 1292 times. It expires on 7/23/2018.

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