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Pentegra Services, Inc.
White Plains
Job Description Job Description Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: Performs compliance testing; contribution calculations; Form 5500 reporting; Manages Client Relationshi
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Stamford, CT, United States
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Stamford, CT, United States
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Job Source: Stamford Office FurnitureHire Point Recruiting
Paramus, NJ, United States
About the job Accounting Manager Accounting Manager Responsibilities: Lead financial reporting, accounting, planning, and analysis Manage bookkeeping and customer invoicing processes Coordinate budgeting, cash flow management, and expenditure tracking Ensure accuracy of financial reports through collaboration with third-party consultants Ass
Job Source: Hire Point Recruitingcity of white plains, NY, United States
Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.
Job Summary: Performs compliance testing; contribution calculations; Form 5500 reporting; Manages Client Relationship
Responsibilities :
Main point of client and advisor contact providing a high level of service to clients and advisors
Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis
Interpret plan documents (IDP & Pentegra Prototype)
Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
Analyzes census to determine eligibility
Calculate employer contributions based on the plan’s provisions and confirms with client amount of annual funding
Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to discuss testing results with client
Prepare Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor and ability to discuss Forms with the client.
Works with plan’s Form 5500 auditor
Posts year-end client deliverables to Pension Pro
Reconciliation of trust assets
Review and approve participant requested loans and distribution requests
Identifies and completes RMD distributions
Advises clients on new plan design options and completes plan studies when needed
Works with assigned Administrator to ensure deadlines are met timely
Responsible for entering amendment requests in Pension Pro; updating Relius specs, platform specs, obtaining signatures and follow-ups with clients.
Requesting record-keeper enrollment forms and updating plan specs during amendment process.
Attends client and advisor calls/meetings upon request with approval from assigned Manager.
Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review
Work with clients to terminate their plan
Requirements:
Certain Requirements can be waived with related experience.
3-5 Years of Defined Contribution retirement compliance and service experience
Ability to maintain caseload of 70-90 defined contribution plans, including 401(k) and 403(b)
Experience with Multiple Employer Plans (MEPs) preferred
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.
3(16) Fiduciary Services knowledge a plus
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Account Manager jobs in city of white plains, NY, United States
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