Robert Rothenberg

Compliance Analyst @Pentegra Retirement Services

Possess thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans. Research and present findings to the internal staff and clients regarding the compliance testing process. Analyzes census to accurately determine eligibility. Calculate contributions based on the plan’s provisions. Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to analyze and discuss testing results. Prepare government forms: 5500 and related schedules, 5330, 8955 and the ability to work with plan’s auditor. Read and interpret financial trust accounting statements.