Pentegra Services Inc Plan Transition Specialist
6 days ago
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 RoleThis 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.
- 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
The estimated salary range for this position is $85,000 - $110,000 per year, based on industry standards and location.
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