Pentegra Retirement Services Work Values

Daily Duties at Pentegra Retirement Services:

 Collaborates with Chief Operating Officer and Vice President of DCS on strategic planning, leadership and identifying opportunities to improve performance and determine strategic operational direction  Motivates associate teams to achieve strategic and operational goals through effective communication, leadership and change management while fostering a culture of service excellence  Translates operational business strategy into workable plans / projects for team execution while setting clear direction, processes, resource allocation and accountabilities  Using experience and detailed planning, maintains appropriate staffing level; anticipates and addresses resource needs appropriately and defines key accountabilities for the team(s)  Sets the agenda for and manages the Plan Compliance team and Administrative Support team; conducts performance planning and management  Proactively establishes and implements service, quality and productivity initiatives for continuous improvement  Identifies training needs and facilitates the delivery of appropriate training  Implements strategies to develop process, procedures and controls to enhance effectiveness and efficiency of operations  Forms and manages strong working relationships with peers, senior managers, internal and external market contacts  Participates as a key decision maker on enterprise projects and initiatives affecting the long term growth plan for the Plan Compliance team  Trains, develops and counsels personnel  Key involvement with due diligence review and integration of TPA Firms acquired by the organization  Responsible for the creation and implementation of a fully dedicated ERISA Compliance Department, which included building a team and developing departmental practices and procedures  Developed a marketable compliance product/service that generated significant revenue for the organization which included the creation of a proprietary compliance testing system with our internal IT department that proved to be a more efficient and the design of the compliance test report package and exhibits that exceed industry standard  Manage a staff of Compliance Analysts whose responsibilities include consulting and preparing all Defined Contribution plan related non-discrimination tests for a client base of over 600 plans, annual safe harbor notices, 401(a)(4) testing, 410(b) coverage testing, and combined top heavy testing which generated approximately $875,000 in recurring revenue for the organization  Assumed responsibility of the Administrative Support staff of 6 individuals and successfully streamlined their processes which resulted in significant time and cost savings to the organization  Manage the 3(16) Services team to insure the organization meets all fiduciary responsibilities across all company locations  Manage the 408(b)(2) and 404(a)5 Fee Disclosure Notice process and distribution to plan sponsors and participants  Chairperson of a Task Force of 10 senior staff members who reviewed our internal client database structure and made recommendations to improve the overall structure and to improve efficiency  Elected to IT Task Force, which reviews company project requests with system capabilities and makes suggestions to fulfill the needs of the organization  Elected to several other ad-hoc committees to create or improve processes within the organization  Member of the in-house “Ask the Experts” team for clients to call upon for inquiries related to the Compliance practice

What they like about Pentegra Retirement Services:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

New York, ERISA, Consulting, Defined Contribution, Director, North New Jersey, Relius, ftwilliam, Excel, Powerpoint, Word

Skills

Project Management, Leadership, Good Writing Skills, Great Team Player, Strategic Thinker, Organizational Skills, Self-sufficient, Proactive, Attention to Detail, Tolerant and Flexible, Conflict Resolution, Strong Communication Skills

These are some of the questions we asked our climbers about their experiences with Pentegra Retirement Services: