PCS Retirement

Billing Specialist

• Conducts advanced data analysis, data validation, and reporting
• Ensures integrity of data flowing into the billing systems is accurate and complete
• Identifies, develops, documents, and implements process improvements within existing billing platforms and processes
• Assists in automating billing production files
• Participates in internal/external audit testing
• Runs reports through internal accounting system, Intacct, for analysis on accounts receivable
• Enters/uploads information into the billing system and calculates amounts due
• Prepares invoices, listing services provided and amounts due
• Prepares/processes credit memorandums on invoice to correct line items
• Posts transactions to accounting records such as worksheet, ledger or computer files
• Provides customer service to internal and external customers and may work closely with third party partners.
• Performs ad-hoc analysis and reporting for client specific inquiries

Billing Analyst II

Consultant

• Responsible for completion of annual nondiscrimination testing and completion of the annual form 5500 for 401k, 457, 403(b), and non-ERISA 403(b) retirement plans
• Works with advisors, auditors and plan sponsors to provide consulting on plan issues, contributions and Form 5500 reconciliations
• Performs Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans
• Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and profit sharing
• Calculates corrective actions for failures in annual testing
• Consult and explain the results of the testing and any required corrections
• Preparation of IRS Form 5500-SF, 5500-EZ and assists with preparation of Form 5500 with schedules
• Assist with plan audit support, including reconciliations and preparation of assets and other plan reports
• Assist with accumulating data and reconciling assets for conversion plans
• Exceed internal and compliance deadlines
• Other duties as assigned

Plan Consultant II

Account Executive

• Build and maintain strong relationships with financial advisors, wholesalers, and other key stakeholders in your territory
• Act as a technical resource to educate partners on retirement plan design, compliance testing, and government reporting
• Deliver presentations, webinars, and consultations to support advisor sales efforts and deepen understanding of TPA services
• Collaborate with internal teams to develop and deliver customized retirement plan solutions
• Identify and pursue new business opportunities to drive growth within the assigned territory
• Stay current on industry trends, regulatory changes, and best practices in retirement plan administration

Sales Consultant

Manager

• Responsible for the overall relationship management of assigned strategic distribution partners with a focus on the Individual Retirement Business
• Develop and execute strategic plan with each relationship; focus on sales growth, operational efficiency, training, and marketing needs
• Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth
• Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams
• Support distribution initiatives such as internal sales prospecting, webinars, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success
• Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise
• Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy

Strategic Accounts Manager – Individual Retirement

Client Services Representative

• Lead, coach, and develop service teams supporting small plans through a queue-based contact center model.
• Establish clear performance expectations and accountability for service quality, responsiveness, productivity, and client satisfaction.
• Support recruitment, onboarding, training, development, and retention of a high-performing service organization.
• Foster a culture of responsiveness, ownership, continuous improvement, and associate engagement.
• Conduct regular team communications (standups, huddles, forums) to ensure alignment on priorities, enhancements, and coverage.
• Own day-to-day operational management of the contact center, including queue coverage, volume management, response times, and service level adherence.
• Monitor and manage key performance metrics (phone service levels, email response time, case aging, first-contact resolution, quality scores).
• Implement workforce management strategies to align staffing models with volume demand and seasonality.
• Establish and maintain quality assurance standards, case review processes, and coaching frameworks to ensure consistent and accurate service delivery.
• Ensure the contact center delivers a consistent, high-quality experience for plan sponsors, advisors, and TPAs.
• Monitor client feedback and satisfaction data to identify trends and improvement opportunities.
• Partner with Sales, Relationship Management, and external partners to proactively address service risks and escalation needs.
• Present regular updates to senior leadership on service performance, risks, and improvement initiatives impacting small plan clients.
• Partner with Service and Operations leadership to identify root causes of recurring issues and drive systemic improvements.
• Ensure cases are documented thoroughly so service team can continue to work seamlessly when coverage shifts.
• Participate in and support product and process enhancements, ensuring readiness and effective adoption by the team.
• Partner with internal stakeholders to align service delivery with business strategy for small plan growth, efficiency, and retention.
• Translate PCS Retirement’s service strategy into clear, measurable goals for the contact center.
• Support the evolution of the tiered service model by helping define best practices, coverage strategies, and scalability levers.
• Demonstrate and reinforce PCS Retirement’s core values and commitment to client-first service.
• Perform other duties as assigned by management.

Director, Client Services

• Manages a team responsible for various aspects of defined contribution plan administration
• Guides direct reports and oversees departmental projects
• Ensures compliance with regulations through testing and process enhancements
• Acts as a key liaison between departments and assists with strategic decision-making
• Provides training and guidance on annual Form 5500 testing
• Takes ownership of team processes and performs testing for defined contribution plans
• Calculates retirement plan contributions and allocations
• Prepares IRS Form 5500-SF, 5500-EZ, and Form 5500 with schedules
• Provides plan audit support and reconciliations
• Completes compliance correction projects as needed

Manager, Plan Consulting

• Oversee the accuracy, clarity, and completeness of all client-facing deliverables
• Responsible for the quality control and review of all DWC deliverables including annual compliance reporting, contribution calculations, non-discrimination testing, and government reporting
• Ensure explanations and details prepared for clients are written in a client-friendly manner
• Provide detailed constructive feedback to team members to improve their work quality
• Collaborate with team members to enhance their skills and support their development

Quality Control Manager – Reviewer

Account Manager

• Own and manage a portfolio of strategic client relationships
• Serve as the point of contact for client needs, including escalation management
• Advocate for the voice of the client internally
• Collaborate cross-functionally to remove friction and improve processes
• Drive a proactive, solutions-oriented approach to relationship management
• Identify trends across client relationships to inform broader business improvements
• Develop, document, and drive execution of action plans
• Lead strategic partnership discussions
• Drive proactive engagement to promote solutions that enhance products/services
• Establish and maintain structured engagement models
• Provide leadership, mentorship and guidance to develop team capability

Client Relationship Manager

Actuary

• Review and sign government filings (Form 5500 with Schedule SBs, PBGC premiums, 8955-SSA)
• Review annual regulatory compliance testing for complex plans
• Review and communicate results related to the actuarial valuation process
• Maintain turnaround time to meet clients' requirements and the department's timing standards
• Review and deliver the participant annual funding notice and actuarial AFTAP certification
• Review and deliver benefit calculations and projected benefit estimates, including QDROs, RMDs and in service distribution benefits
• Demonstrate technical proficiency with various software applications to become efficient in completing client assignments
• Serve as a technical resource to Actuarial Analyst
• Demonstrate strong technical knowledge of ERISA requirements
• Consult on major plan sponsor decisions such as plan updates, plan termination, funding requirements, etc.
• Develop proposal illustrations for new plans or proposed plan changes
• Prepare and submit plan termination filings such as the PBGC 500 and 501 or IRS Form 5310.
• Respond to audit questions.

Enrolled Actuary

SDET

• Improve product stability and customer experience proactively as part of new releases and reactively in response to production issues with a very heavy bias towards creating, maintaining, executing a suite of automated test scripts.
• Ensure automated test scripts are re-usable across regression testing, functional testing, production monitoring, and performance/load testing and on various browsers and devices.
• Support PCS’s business growth by intelligently using company selected tools and technologies to keep costs down while preserving the integrity of the application(s) to increase profits.
• Contribute to the development and improvement of the test automation strategy within the organization.
• Assist with the design, creation, and maintenance of the automation test infrastructure across multiple product lines using the test automation tool mabl.
• Support, maintain, and enhance all test automation activities during the system design life cycle.
• Review manual test cases for the application under test and provide feedback on appropriateness for automation.
• Assist with manual testing, executing manual test cases and scripts for applications being developed.
• Create and maintain test plans/scripts in compliance with defined QA standards and methodologies using the project management software tool JIRA.
• Identify and analyze the existence of any defects within the product for escalation and assist developers to validate and remediate all defects.
• Identify process bottlenecks and suggest actions for improvement.
• Recommend improvements to the application to enhance the user experience and improve customer satisfaction.
• Liaise with Software and Product Development Teams to identify requirements and solve problems.

QA Automation Engineer

Implementation Specialist

• Overseeing the seamless implementation and conversion of high-level, white label various retirement plan types
• Serving as a key liaison among clients, advisors, TPAs, and internal teams
• Managing the day to day Administration/Implementation process of clients across various product lines
• Analyzing deliverables and timetables to develop detailed project plans
• Ensuring the accuracy of regulatory notices and enrollment materials

Senior Implementation Consultant

Analyst

• Supports the daily operations of the distributions team in accordance with FSG internal regulations along with SEC and IRS guidelines
• Acts as a training resource for all entry level Distribution Analysts
• Conduct quality assurance for the work completed by level I team members and the offshore team
• Responsible for reviewing and approving & quality assurance of level one Analysts transactions
• Provides trainings for level one Analysts responsibilities
• Acts as second in command to Distributions Team Lead in their absence
• Accurately processes various distribution types including loans and excess contribution transactions without errors
• Performs quality reviews of all transactions processed to verify accuracy
• Reviews and prepares manual investment transactions to effect timely disbursement of monies
• Evaluates, approves, and processes retirement account requests received from clients
• Takes ownership of account related issues by researching historical activity, interacts with various vendors, internal or external partners
• Promptly follows up with partners via phone calls or email as needed
• Monitors the department email boxes, workflow queues and Salesforce cases
• Enhances client experience by providing feedback regarding improvements to streamline existing processes and/or increase department efficiency
• Has working knowledge of IRS rules regarding retirement accounts and tax codes via ongoing training courses, IRS publications, or other reference material
• Complete other duties and projects as assigned