Expert Pension Plan Transition Specialist

6 days ago


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

Pentegra Services, Inc. is a leading provider of retirement plan services, and we are seeking an experienced Expert Pension Plan Transition Specialist. As a key member of our team, you will play a critical role in ensuring seamless transitions for our clients' pension plans.

Job Overview:

This is a unique opportunity to leverage your expertise in pension plan management to drive business growth and exceptional client experiences. With a strong focus on customer satisfaction and attention to detail, you will work closely with our clients, advisors, and internal teams to deliver high-quality results.

Responsibilities:
  • Plan Asset Conversion: Facilitate the conversion process from prior recordkeepers/custodians, including preparation of blackout notices, QDIA notices, participant fee disclosures, gathering data, and facilitating interim valuations.
  • Pentegra System Setup: Configure our internal systems, including Salesforce (CRM and Task Management), Billing System, and Relius Admin (Compliance System), ensuring accurate plan information and compliance requirements.
  • Plan Documents and Compliance: Collaborate with clients, advisors, and Pentegra teams to review plan documents, determine eligibility, and ensure compliance with regulatory guidelines.
  • Clients Education and Support: Conduct education calls with clients, reviewing responsibilities, tasks, and duties, as well as setting expectations for plan transitions.
  • Segregated or Pooled Investment Account Setup: Establish investment accounts for plans using this type of investment.
Requirements:
  • Bachelor's Degree: Required
  • Industry Experience: 8+ years of experience in pension plan management
  • Customer Focus: Excellent communication and interpersonal skills, both internally and externally
  • Technical Skills: Proficiency in computer applications, data manipulation, and reconciliation
  • Regulatory Knowledge: Advanced understanding of basic regulatory guidelines governing retirement plans, including awareness of key compliance dates

We offer a competitive salary range of $85,000 - $110,000 per year, depending on location and experience. If you are passionate about delivering exceptional service and driving business growth, please submit your application.



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