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Custom Plan Consulting Account Manager


in West Harrison NY / Telecommute


Job Summary: The Custom Plan Consulting Account Manager will be the primary client and Advisor contact for any plans using the services of the Custom Plan Consulting team.  This role will also work with Enterprise partner firms on consulting opportunities.  


  • Evaluate consulting requests from internal and external sources, determining specific actions, required effort, deliverables and timelines to complete.
  • Main point of client, advisor and Enterprise partners - contact providing a high level of service, feedback and communication
  • Ensures all clients / advisors / partners are receiving feedback and resolution to their inquiries once engaged
  • Develop and document new processes and procedures for the Customer Plan Consulting Group
  • Manage a small team as the group grows over time
  • Ensure preparation and execution and completion of all work contemplated in Consulting agreement, including billing for all client work
  • Identify any needed additional resources on a case by case basis as needed to meet client needs.  For example, Legal, TPA Strategic Development, TPA Operations. 
  • Track all Consulting requests, Work in progress and recurring Consulting projects, providing weekly status to direct manager and head of Strategic Development.
  • Review and Interpret plan documents to ensure that all consulting work conforms to the terms of the plan and /or identifying plan provisions that require modification to meet client goals.
  • Must be able to perform all facets of non-discrimination testing- including cross testing, controlled group evaluations etc., as required for engagement resolution
  • Applying thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
  • Prepare Government Forms:  5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor and ability to discuss Forms with the client.  This will include completion of any correction filings with DOL / IRS (EPCRS, DFVCP, VCP, VFCP).
  • Advises clients on correction plans, new plan design options and completes plan studies when needed
  • Works with assigned Administrator or other functional resources across Pentegra to ensure deadlines are met timely
  • Attends client and advisor calls / meetings upon request with approval from assigned Manager.


  • 8-10 Years of Defined Contribution retirement compliance and service experience
  • College degree or equivalent experience
  • Experience with Multiple Employer Plans (MEPs) preferred
  • Excellent Client Relationship skills
  • Excellent communication and organizational skills
  • Problem solving ability
  • Proven track record of excellent customer service
  • Ability and willingness to counsel clients and advisors on a wide variety of plan related topic
  • Ability to work in fast paced team environment across organizational boundaries
  • 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
  • 3(16) Fiduciary Services knowledge a plus
  • If remote employee, must have previous experience working from home

How to Apply

Please submit resume with salary requirements to:

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