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View All Jobs, Sorted by Date

Account Manager


in Remote / West Harrison NY

Logo for Pentegra

Job Summary:       Overlay Enhanced and Comprehensive 3(16) Product; Maintain Bundled Recordkeeper/client/advisor relationship; review compliance testing; contribution calculations; and sign / file Form 5500 


  • Interpret plan documents
  • Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
  • File and Sign Form 5500 as prepared by Bundled Recordkeeper
  • Basic and Enhanced:
    • Review participant home loan requests
    • Review manual hardship distribution requests
  • Enhanced and Comprehensive:
    • Review compliance Testing as prepared by  the Bundled Recordkeeper (ADP/ACP; 415; 402(g) 416, 410(b))
    • Review census data including any data integrity reports if applicable
    • Review employer contribution calculations as prepared by Bundled Recordkeeper
    • Review participant QDROs prior to sending to Legal
  • Work with plan’s Form 5500 auditor
  • Works with assigned Administrator to ensure deadlines are met timely
  • Works with client to ensure plans corrections are properly executed.
  • Comprehensive 3(16) Responsibilities
    • Provides oversight and management of the following tasks as performed by  Bundled Recordkeeper
      • Review Plan Document
      • Review SPD and SMM for compliance with ERISA
      • Authorize ADP’s preparation of Notices
        • ACA; QDIA; blackout Notices
      • Authorize and review the Bundled Recordkeeper’s preparation of SAR
      • Confirm the Bundled Recordkeeper has prepared and distributed participant fee disclosure notice
      • Confirm forfeitures / Suspense Accounts were used in accordance with plan document
      • Confirm the Bundled Recordkeeper processed all involuntary distributions
      • Conduct Annual Plan Review (APR)
      • Works with  Bundled Recordkeeper to pull contribution report to track the timeliness of contributions,


  • 5+ Years of Defined Contribution retirement compliance and service experience
  • 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, Relius Government Forms &  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.
  • 3(16) Fiduciary Services knowledge a plus
  • If remote employee, must have previous experience working from home

How to Apply

Please email your resume to

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