Integrity Marketing Group

Compliance Consultant

Posted Yesterday

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Norfolk, NE, USA

In-Office

Junior

Marketing Tech

The Role

Administer retirement plans by supporting compliance consultants, performing IRS compliance testing, reconciling contributions, calculating employer contributions, filing annual IRS forms, preparing plan documents and amendments, and reviewing participant distribution and loan requests. The role also provides administrative client support, backup phone coverage, and opportunities for advancement into client-facing responsibilities.

Summary Generated by Built In

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 primary duty of the Retirement Plan Administrator is to perform the internal functions necessary to operate a retirement plan in compliance with IRS regulations. This position works closely with the Compliance Consultants but also has the opportunity for some external communication. This position requires thorough attention to detail and a strong drive to provide our clients with tailored financial solutions. The role offers a firsthand view of the design of each plan and because of that this position is instrumental to accomplishing our mission of providing personalized retirement solutions for all. This position offers the opportunity for future internal advancement to client facing roles and your own group of assigned clients.

Primary Responsibilities:

Support Compliance Consultants and Coordinators by completing administrative functions for their assigned group of clients (150-200 Plans)
Compliance Testing and Review of Plan/Participant Limits
Contribution Reconciliation
Employer Contribution Calculations
Preparation & Filing of Annual IRS Required Forms
Prepare Formal Plan Documents & Amendments
Assist in answering incoming calls (back-up queue)
Review & Approve Participant Distribution & Loan Requests

Primary Skills & Requirements:

1-2 Years of Experience in Financial Services Preferred
ASPPA RPF Certification Preferred
Computer & Technical Literacy (Microsoft Office Suite)

Meticulous Dedication to Accuracy
Strong Organizational Skills
Desire to Provide Extraordinary Customer Service

Creative Problem Solving

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.