Brian Gallagher
3(16) Account Manager @Pentegra Retirement Services
New York, NY, US
EMAILS
b••••••••@pentegra.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2022 — Present
3(16) Account Manager @Pentegra Retirement Services
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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
ABOUT BRIAN GALLAGHER
Enrolled Retirement Plan Agent (ERPA) Certified Pension Consultant…
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