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Defined Contribution Compliance Manager
3 weeks ago
About the Position
">- We are seeking a Defined Contribution Compliance Manager to join our team at Pentegra Services, Inc. as a 3(16) Fiduciary. The ideal candidate will have 5+ years of experience in defined contribution retirement compliance and service.
Key Responsibilities
">- This role involves performing compliance testing, contribution calculations, and Form 5500 reporting for clients.
- The manager will be responsible for managing client relationships, ensuring timely feedback and resolution to client inquiries, and analyzing census data to determine eligibility.
- They will also calculate employer contributions based on plan provisions and confirm with clients the amount of annual funding.
- The manager will prepare annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and discuss testing results with clients.
- Additionally, they will prepare government forms such as 5500 and Related Schedules, 5558, 5330, and 8955, and work with plan auditors to ensure accuracy.
Requirements
">- A minimum of 5 years of experience in defined contribution retirement compliance and service is required.
- The ideal candidate will have excellent client relationship skills, communication and organizational skills, and problem-solving ability.
- They should also be able to maintain a caseload of 55-65 defined contribution plans, including 401(k) and 403(b), and have working knowledge of Microsoft Office, Sungard Relius compliance software, and FT Williams Government Forms.
- Bachelor's degree in a related field or relevant experience is preferred.
About Us
">Pentegra Services, Inc. is a leading provider of retirement services, and we offer a dynamic and supportive work environment.
We are committed to helping our clients achieve their goals and objectives through innovative solutions and exceptional service.
If you are a motivated and detail-oriented individual who is passionate about delivering excellent results, we encourage you to apply for this exciting opportunity.
Salary Range: $80,000 - $110,000 per year
