Brian Gallagher
3(16) Account Mangager
- Role
- 3(16) Account Manager at Pentegra Retirement Services
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Brian Gallagher
Enrolled Retirement Plan Agent (ERPA) Certified Pension Consultant…
Experience
3(16) Account Manager
Mar 2022 — Present · White Plains, NY, US
Account Manager for Pentegra\'s 3(16) Plan Administration productEnsure ERISA, DOL and IRS Compliance for 401(k), 403(b) and Cash Balance plans including:Plan DocumentsNondiscrimination testingEPCRS CorrectionsAuto-enrollmentDeduction amounts5500 filingsParticipant/Sponsor disclosuresDistributions/LoansValue added services:Safe Harbor/Profit Sharing IllustrationsPlan design
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