Job Summary
The Account Manager supports retirement plan clients and advisors by managing ongoing relationships and plan administration. This role oversees compliance testing and contribution calculations, coordinates government reporting and audit activity, and delivers responsive, high-quality service.
Responsibilities
- Build and maintain strong relationships with retirement plan clients and their advisors.
- Conduct compliance testing and manage retirement plan contribution calculations.
- Prepare required government filings and coordinate with auditors.
- Provide knowledgeable, timely customer support to clients and advisors.
Qualifications
- College degree or at least seven years of experience in the retirement industry.
- At least three years of experience in a comparable account management position.
- QKA designation required.
- Proficiency with Excel, Relius, and Salesforce is highly preferred.
Pentegra Retirement Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
