PCS Retirement

Director

• Develop deep understanding of culture, strategy, and navigation with our National Account relationships
• Advocate for strategic partners by helping to drive initiatives within PCS
• Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams
• Identify trends and escalate to the appropriate parties for consideration
• Support distribution initiatives such as internal sales prospecting, campaign development/execution, and sales/service promotional efforts
• Represent PCS at partner and industry functions/conferences
• Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise
• Monitor activity with key accounts, measure progress, implement actions to success of strategies and initiatives
• Manage workflows with focus on consistency, maintain/improve processes to ensure operational efficiencies
• Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy

Strategic Accounts Director

Consultant

• Responsible for completion of annual nondiscrimination testing and Form 5500 filings for defined benefit retirement plans.
• Collaborates directly with advisors, actuaries, auditors, and plan sponsors to provide consulting on plan design, funding contributions, and Form 5500 reconciliation.
• Performs nondiscrimination, coverage, and top-heavy testing for defined benefit plans up to 250 participants, in accordance with documented procedures and IRS regulations.
• Calculates annual required and discretionary employer contributions based on actuarial valuations and funding requirements.
• Identifies and calculates corrective actions for testing failures or contribution errors in compliance with IRS correction programs (e.g., EPCRS).
• Consults with plan sponsors to explain testing results, funding obligations, and any necessary corrective actions.
• Assists in the preparation of IRS Form 5500 and related schedules, including Schedule SB and actuarial attachments, for defined benefit plan filings.
• Supports plan audits by preparing required financial and actuarial documentation, including asset and liability reconciliations.
• Assists with gathering and reconciling historical and current plan data during plan conversions, mergers, or terminations.
• Ensures compliance with internal deadlines and regulatory filing requirements.
• Performs other duties related to defined benefit plan administration and compliance, as assigned.

Senior Plan Consultant, Defined Benefit

• Lead and mentor Technical Analyst across multiple Agile teams, ensuring consistent application of Agile principles and practices.
• Partner with Product and Technology leadership to define and refine delivery processes.
• Oversee sprint planning, backlog refinement, daily standups, sprint reviews, and retrospectives across teams.
• Drive continuous improvement initiatives to enhance team performance, predictability, and delivery quality.
• Implement and evolve Agile frameworks (Scrum, Kanban, SAFe, or hybrid models) to support organizational needs.
• Monitor Agile metrics (velocity, throughput, cycle time, team health) and provide insights to leadership.
• Remove organizational impediments that impact team productivity or delivery timelines.
• Foster a culture of collaboration, accountability, and transparency across cross-functional teams.
• Ensure alignment between business priorities, product roadmaps, and development execution.
• Coach leaders and stakeholders on Agile mindset, roles, and responsibilities.
• Support change-management efforts as PCS Retirement continues to scale Agile practices.
• Champion Agile tools and systems (e.g., Jira, Azure DevOps) and ensure consistent usage across teams.

Strategic Accounts Director

Senior Plan Consultant, Defined Benefit

Director, IT Delivery, Scrum