Pentegra Services Inc Plan Transition Specialist

6 days ago


White Plains, New York, United States Pentegra Services, Inc. Full time

We are seeking a highly skilled Pentegra Services Inc Plan Transition Specialist to join our team. The successful candidate will have a strong background in retirement plan administration and excellent communication skills.

About the Role

This is a challenging and rewarding role that requires a deep understanding of retirement plan regulations and procedures. As a Pentegra Services Inc Plan Transition Specialist, you will be responsible for facilitating the transition process for new clients, ensuring a smooth transfer of their plans to our systems.

Key Responsibilities
  • Facilitate onboarding process with Recordkeeper partners, including status calls, data provision, payroll file setup, census reconciliation, and outside assets integration.
  • Plan Asset Conversion: prepare black out notices, QDIA notices, participant fee disclosures, gather data, facilitate interim valuations, and monitor progress.
  • Internal System Setup: confirm plan data, fees, and setup Pentegra's internal systems, including SalesForce, Billing System, and Relius Admin.
  • Compliance items: ensure RMDs are processed timely, required notices are provided, tax forms are extended and/or filed timely.
Requirements
  • Bachelor's Degree
  • Minimum 8+ years of industry experience
  • Advanced understanding of plan documents and basic plan provisions
  • Knowledge of SunGard Relius, Pension Pro, and Salesforce a plus
Salary Information

The estimated salary range for this position is $85,000 - $110,000 per year, based on industry standards and location.



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