Pentegra Services, Inc.

Role Description Sales Enablement Specialist will be the key contact for the Regional Directors (RDs) and Enterprise Sales Consultants (ESCs). This position requires a seasoned employee that would be the subject matter expert on the intricacies of Pentegra’s products and services along with the understanding of process and workflow to ensure that the sales process and client experience runs smoothly and efficiently. This position is instrumental to the sales team reaching their annual revenue goal each year. - Deliver high quality, responsive service to all requests for information and sales support from our Regional Directors and Enterprise Sales Consultants. - Learn Pentegra’s business model, value propositions, products, processes and fees. - Enter proposals, new advisors/partners into Salesforce. - Mark Sold Opportunities Verbal in Salesforce. - Monitor and respond to the solution inbox and voicemail and forward all sales leads to appropriate parties. - Tracking and follow-up of the proposal stage for entire sales team to ensure efficiency and timely delivery. - Collecting cash balance illustration info. - Knowledge of RFPs and an awareness of who to consult with in the organization to complete accurately and timely. - Produce reporting for management and sales team. - Monitor Pipeline reports for newly generated opportunities. Qualifications - Ability to communicate clearly and concisely, with an expertise in adapting to different audiences. - Utilize strong organizational and multi-tasking skills to meet job requirements. - Bachelor’s degree preferred. - Strong knowledge of retirement plan services and Pentegra. - Thorough understanding of Pentegra’s processes, workflow and various proposals. - Strong working knowledge of Salesforce. - Experience working with retirement plan advisors. - QPFC, QKA or equivalent designation or willingness to attain. - Strong computer skills including MS Office suite: Outlook, Word, Excel, PowerPoint, and Teams. - Driven personality with the ambition to compete with annual goals, year after year. - High level of commitment to accuracy and detail, strong analytical skills. - Proactive mindset with ability to bring ideas for improvement to the organization.

Role Description Account Manager maintains client relationship; performs compliance testing; performs contributions calculations; prepares Form 5500; and works with auditors. The position requires the ability to maintain high levels of confidentiality and the ability to work as part of a team, while independently managing accounts under supervision. Excellent communication skills and a full understanding of customer service is a must. Position is for experienced account managers. Responsibilities - Provides timely, superior customer services and issue resolution to clients and advisors - Maintains client relationships with high client retention rate - Interprets plan documents and communicates improvements to clients and partners - Has solid knowledge of ERISA, IRS & DOL regulations regarding qualified plans, including 403(b) plans - Analyzes census to determine eligibility - Calculates employer contributions based on the plan’s provisions and confirms with client amount of annual funding, as requested by client - Performs annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and discusses testing results with client - Prepares Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor - Posts year-end client deliverables to SalesForce - Identifies and processes to ensure RMD distributions have been communicated to eligible participants - Works with Administrators to ensure deadlines are met in a timely manner - Enters amendment requests to legal; updates Relius specs, platform specs, obtains signatures and follow-ups with clients - Attends client and advisor calls/meetings; can lead meetings and present in a professional manner - Conducts annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review - Determines and calculates plans corrections that may be required to ensure plan compliance - Participates in client document calls during the on-boarding process - Works with client and payroll team to ensure eligibility is determined correctly for each entry date - Reviews timeliness of employee deferral remittances and notifies the employer of late deposits - Identifies missed deferral opportunities and works with the client to correct - Works with clients to terminate their plan Qualifications - College degree or 7+ years of retirement experience - Minimum of 3 years in account manager or similar role in retirement administration - QKA designation required or willingness to attain - Mastery of administrator functions and skills - Excellent verbal and written communication skills - Knowledge of Excel and other Microsoft applications/software - Excellent math skills - Strong analytical and problem solving skills - Ability and willingness to provide a high level of service to clients - Experience with Relius strongly desired - Experience with Salesforce strongly desired - Experience with FT Williams strongly desired

Role Description Performs compliance testing; contribution calculations; Form 5500 reporting; Manages Client Relationship. - Main point of client and advisor contact providing a high level of service to clients and advisors. - Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis. - Interpret plan documents (IDP & Pentegra Prototype). - Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans. - Analyzes census to determine eligibility. - Calculate employer contributions based on the plan’s provisions and confirms with client amount of annual funding. - Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to discuss testing results with client. - Prepare Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor and ability to discuss Forms with the client. - Works with plan’s Form 5500 auditor. - Posts year-end client deliverables to SalesForce. - Reconciliation of trust assets. - Identifies and ensures RMD distributions are completed timely. - Advises clients on new plan design options and completes plan studies when needed. - Works with assigned Administrator to ensure deadlines are met timely. - Responsible for entering amendment requests in SalesForce, updating Relius specs, platform specs, obtaining signatures and follow-ups with clients. - Attends client and advisor calls/meetings upon request with approval from assigned Manager. - Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review. - Work with clients to terminate their plan. Qualifications - 5+ Years of Defined Contribution retirement compliance and service experience. - Ability to maintain caseload - 55 – 65 defined contribution plans, including 401(k) and 403(b). - Experience with Multiple Employer Plans (MEPs) preferred. - Excellent Client Relationship skills. - Excellent communication and organizational skills. - Problem solving ability. - Ability to work in fast paced team environment. - Working knowledge of Microsoft office (excel, word, outlook). - Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus. - ASPPA designations a plus or be willing to obtain designations. - Ability to ensure timely and accurate completion of all assigned client’s compliance testing, valuation reporting and tax filings. - 3(16) Fiduciary Services knowledge a plus. - Must have previous experience working in remote environment.

Role Description Overlay Enhanced and Comprehensive 3(16) Product; Maintain Bundled Recordkeeper/client/advisor relationship; review compliance testing; contribution calculations; and sign / file Form 5500. Responsibilities: - Interpret plan documents - Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans - Review Form 5500 as prepared by Bundled Recordkeeper - Enhanced and Comprehensive: - Review compliance Testing as prepared by the Bundled Recordkeeper (ADP/ACP; 415; 402(g) 416, 410(b)) - Review census data including any data integrity reports if applicable - Review employer contribution calculations as prepared by Bundled Recordkeeper - Review participant QDROs prior to sending to Legal - Review participant home loan requests - Review manual hardship distribution requests - Work with plan’s Form 5500 auditor - Works with assigned Administrator to ensure deadlines are met timely - Works with client to ensure plans corrections are properly executed. - Comprehensive 3(16) Responsibilities: - Provides oversight and management of the following tasks as performed by Bundled Recordkeeper - Review Plan Document - Review SPD and SMM for compliance with ERISA - Authorize ADP’s preparation of Notices (ACA; QDIA; blackout Notices) - Authorize and review the Bundled Recordkeeper’s preparation of SAR - Confirm the Bundled Recordkeeper has prepared and distributed participant fee disclosure notice - Confirm forfeitures / Suspense Accounts were used in accordance with plan document - Confirm the Bundled Recordkeeper processed all involuntary distributions - Conduct Annual Plan Review (APR) - Works with Bundled Recordkeeper to pull contribution report to track the timeliness of contributions Qualifications - 3-5 Years of Defined Contribution retirement compliance and service experience - Excellent Client Relationship skills - Excellent communication and organizational skills - Problem solving ability - Ability to work in fast paced team environment - Working knowledge of Microsoft office (excel, word, outlook) - Working knowledge of FT Williams Government forms a plus - ASPPA designations a plus or be willing to obtain designations - Ability to ensure timely and accurate completion of all assigned client’s compliance testing, valuation reporting and tax filings - 3(16) Fiduciary Services knowledge a plus - If remote employee, must have previous experience working from home