- Location
- BRI/IACW - Urbandale, IA, United States of America
- Type
- Full-time
- Department
- Legal
- Seniority
- Senior
- Experience
- 8+ years
- Source
- Workday
Description
About Retirement Plan Consultants
Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.
We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.
Job Summary
The Sr. Compliance Consultant is the dedicated contact for a high-profile group of clients and is responsible for guiding each client in maintaining compliance with IRS/DOL rules as it relates their retirement plan. This individual is the face of RPC to the client and must build and foster these pre-existing client relationships. We pride ourselves on exceptional customer service and want the Compliance Consultant to showcase this in each client interaction. This role requires a thorough understanding of IRS/DOL rules, but also the ability to clearly explain these rules to the client in simple terms. The Sr Compliance Consultant role involves more expertise, autonomy, leadership responsibilities, and client management.
Primary Responsibilities:
- Dedicated Contact for assigned group of clients (Typically 80-100 High Profile Plans)
- Assist the client in ensuring the plan is meeting all retirement plan qualification guidelines
- Train and mentor junior administrators.
- Recommend changes to plan design or operation as needed
- Review and approve participant requests for your assigned clients
- Lead complex plan administration, including designing custom solutions for unique client needs.
- Oversee annual compliance, nondiscrimination testing, and plan audits, ensuring accuracy and timeliness.
- Preparation & Filing of Annual IRS Required Forms
- Prepare Formal Plan Documents & Amendments
- Perform reviews of testing and IRS filings prepared by associate level staff.
Primary Skills & Requirements:
- 8+ Years of Experience in industry specific Compliance Consultant related work.
- ASPPA QKA Certification
- Proficiency in Ftwilliams and FIS Relius software
- Computer & Technical Literacy (Microsoft Office Suite)
- Exceptional Communication Skills (Written & Verbal)
- Accountable & Self-Sufficient
- Ability to Adhere to Deadlines
- Desire to Provide Extraordinary Customer Service
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.