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.
Skills Required
- 1-2 years of experience in financial services
- ASPPA RPF certification
- Computer and technical literacy, including Microsoft Office Suite
- Meticulous attention to accuracy
- Strong organizational skills
- Desire to provide extraordinary customer service
- Creative problem-solving skills
Integrity Marketing Group, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Integrity Marketing Group, LLC and has not been reviewed or approved by Integrity Marketing Group, LLC.
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Equity Value & Accessibility — Employee ownership and stock purchase opportunities are highlighted as notable parts of the package, with ownership beginning on the first day for eligible employees. Feedback suggests these equity elements help differentiate total rewards for corporate staff.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is commonly available to full-time corporate employees, alongside FSAs/HSAs and mental health resources. Some accounts also point to supportive additions like an EAP.
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Retirement Support — A 401(k) plan with employer match and immediate vesting is repeatedly referenced for eligible employees. Feedback suggests these programs provide a solid financial benefits foundation.
Integrity Marketing Group, LLC Insights
What We Do
Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.
