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Bob Schmidt Email & Phone Number

Member Services Technical Lead at The Pension Boards–United Church of Christ, Inc. at The Pension Boards–United Church of Christ, Inc.

Location: New York City Metropolitan Area, United States 4 work roles

1 work email found @pentegra.com 2 phones found area 914 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

The Pension Boards–United Church of Christ, Inc.

Role

Member Services Technical Lead at The Pension Boards–United Church of Christ, Inc.

Location

New York City Metropolitan Area, United States

Company size

37 employees

Who is Bob Schmidt? Overview

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Quick answer

Bob Schmidt is listed as Member Services Technical Lead at The Pension Boards–United Church of Christ, Inc. at The Pension Boards–United Church of Christ, Inc., a with 37 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at pentegra.com, phone signal with area code 914, and a matched LinkedIn profile for Bob Schmidt.

Bob Schmidt previously worked as Member Services Technical Lead at The Pension Boards–United Church Of Christ, Inc. and Temporary Contract Employee at Sungard - Now Part Of Fis.

Company email context

Email format at The Pension Boards–United Church of Christ, Inc.

This section adds company-level context without repeating Bob Schmidt's masked contact details.

{first_initial}{last}@pentegra.com

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AeroLeads found 1 current-domain work email signal for Bob Schmidt. Compare company email patterns before reaching out.

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Profile bio

About Bob Schmidt

I have over 25 years of experience in the benefits industry with 20 years in direct management. I have experience in managing the administration of DC, DB, ESOP and Non-Qualified Plans in both record keeping and compliance functions. I have comprehensive knowledge of administration and compliance as well IRS and DOL regulations.

Listed skills include Non Qualified Deferred Compensation, Erisa, Team Leadership, Retirement, and 6 others.

Current workplace

Bob Schmidt's current company

Company context helps verify the profile and gives searchers a useful next step.

The Pension Boards–United Church Of Christ, Inc.

Member Services Technical Lead at The Pension Boards–United Church of Christ, Inc.

new york, new york, united states

Website

pbucc.org

Employees

37

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Company profile

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4 roles

Bob Schmidt work experience

A career timeline built from the work history available for this profile.

Member Services Technical Lead

Current

The Pension Boards–United Church Of Christ, Inc.

Nov 2019 - Present

Temporary Contract Employee

Sungard - Now Part Of Fis

Remote (Home Office)

Mar 2019 - Jun 2019

Director - Defined Contribution Services

Pentegra Retirement Services

White Plains, Ny

♦ Oversee the daily processing of a combination of Defined Contribution, ESOP and Non-Qualified plans in a daily environment.♦ Key in converting plans from former TPA and in-house processing to Pentegra’s system due to acquisition of Retirement System Group.♦ Responsible for the administration of Pentegra’s largest relationship (over $2M revenue annually)♦ Developed and service new ERISA 403(b) fiduciary product♦ Oversee the Customer Service call center (Average over 200 calls per day)♦ Assigned Special Projects

Aug 2008 - Sep 2015

Vp

Retirement System Group Inc.

Greater New York City Area

Responsible for the administration of 120 clients in a combination of Defined Contribution, Defined Benefit, ESOP and Non-Qualified plans in a daily environment.♦ Coordinate with internal and external auditors on daily processes to verify compliance with internal and SAS 70 standards.♦ Manage a staff of professionals in the coordination of daily and cyclical tasks.♦ Responsible for the assignment and execution of all compliance work including ADP/ACP testing, Annual Additions testing, Top Heavy testing and 5500 filings.♦ Direct special projects including the outsourcing of daily, defined contribution processing. Also an integral participant in re-converting 50% of our core business back in-house due to poor performance of our out-sourced TPA.♦ Coordinated the development of 401(k) web site for participant and plan sponsor access.♦ Converted ESOP record keeping to more robust system.♦ Responsible for setting up automated defined benefit calculation system.♦ Key participant in setting up 401(k) managed account program.♦ Interface daily with Account Managers to ensure client satisfaction.♦ Report to President and CEO and upper management on on-going client issues and initiate improvements.♦ Prepare departmental income and expense budgets for upcoming fiscal year.♦ Review service agreements with prospective service vendors and current vendors to ensure that they are meeting or proposing acceptable service standards.♦ Propose new product offerings based on current industry climate and changes in IRS regulations.

Mar 1995 - Aug 2008

Team & coworkers

Colleagues at The Pension Boards–United Church of Christ, Inc.

Other employees you can reach at pbucc.org. View company contacts for 37 employees →

RM

Ruth Madison Colleague at The Pension Boards–United Church Of Christ, Inc.New York City Metropolitan Area, United States View → GE

Gregory Exavier Colleague at The Pension Boards–United Church Of Christ, Inc.New York City Metropolitan Area, United States View → SW

Sharomith Wanja Colleague at The Pension Boards–United Church Of Christ, Inc.New York City Metropolitan Area, United States View → KO

Kalu Onyemaechi Colleague at The Pension Boards–United Church Of Christ, Inc.Port Harcourt, Rivers State, Nigeria View → JO

Julian Ortiz Colleague at The Pension Boards–United Church Of Christ, Inc.Bronx, New York, United States View → PH

Patrick Harmon Colleague at The Pension Boards–United Church Of Christ, Inc.New York City Metropolitan Area, United States View → NM

Nimisha Menat Colleague at The Pension Boards–United Church Of Christ, Inc.Washington Dc-Baltimore Area, United States View → DC

David Carlson Colleague at The Pension Boards–United Church Of Christ, Inc.New York City Metropolitan Area, United States View → OL

Oladele Lawoyin Colleague at The Pension Boards–United Church Of Christ, Inc.Fuquay-Varina, North Carolina, United States View → GR

Grace Ramsey Colleague at The Pension Boards–United Church Of Christ, Inc.Denver, Colorado, United States View →

FAQ

Frequently asked questions about Bob Schmidt

Quick answers generated from the profile data available on this page.

What company does Bob Schmidt work for?

Bob Schmidt works for The Pension Boards–United Church of Christ, Inc..

What is Bob Schmidt's role at The Pension Boards–United Church of Christ, Inc.?

Bob Schmidt is listed as Member Services Technical Lead at The Pension Boards–United Church of Christ, Inc. at The Pension Boards–United Church of Christ, Inc..

What is Bob Schmidt's email address?

AeroLeads has found 1 work email signal at @pentegra.com for Bob Schmidt at The Pension Boards–United Church of Christ, Inc..

What is Bob Schmidt's phone number?

AeroLeads has found 2 phone signal(s) with area code 914 for Bob Schmidt at The Pension Boards–United Church of Christ, Inc..

Where is Bob Schmidt based?

Bob Schmidt is based in New York City Metropolitan Area, United States while working with The Pension Boards–United Church of Christ, Inc..

What companies has Bob Schmidt worked for?

Bob Schmidt has worked for The Pension Boards–United Church Of Christ, Inc., Sungard - Now Part Of Fis, Pentegra Retirement Services, and Retirement System Group Inc..

Who are Bob Schmidt's colleagues at The Pension Boards–United Church of Christ, Inc.?

Bob Schmidt's colleagues at The Pension Boards–United Church of Christ, Inc. include Ruth Madison, Gregory Exavier, Sharomith Wanja, Kalu Onyemaechi, and Julian Ortiz.

How can I contact Bob Schmidt?

You can use AeroLeads to view verified contact signals for Bob Schmidt at The Pension Boards–United Church of Christ, Inc., including work email, phone, and LinkedIn data when available.

What skills is Bob Schmidt known for?

Bob Schmidt is listed with skills including Non Qualified Deferred Compensation, Erisa, Team Leadership, Retirement, Esop, Customer Service, Defined Benefit, and Defined Contribution.

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