IW Plan Compliance Consultant

BOK Financial•Tulsa, OK

11d•Onsite

About The Position

The Institutional Wealth - Plan Compliance Consultant position is primarily responsible for providing in-depth technical, analytical, and managerial assistance to the Manager, Plan Compliance Services; ensures pension and profit sharing information is in compliance with plan documents and government regulations; works with complex client situations providing compliance services and developing relationships. We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth. We’ve created a safe space for you to brainstorm, ask questions, and find solutions together as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done. We lift up one another to become better.

Requirements

Bachelor’s Degree in Business or related field of study
6-8 years of directly related experience in Trust Retirement Plan Administration
Equivalent combination of education and experience (12-14 years)

Responsibilities

Provide in-depth technical, analytical, and managerial assistance to the Manager of Compliance Services.
Supervise and review the work of the Institutional Wealth Plan Compliance staff.
Train new employees, provide continuing education, guidance and training, as well as conduct performance reviews.
Manage and supervise the ADP (Actual Deferral Percentage) /ACP (Actual Contribution Percentage) testing for all plan compliance clients, review and perform reviews and perform ADP/ACP tests, and set up spreadsheets to do calculations for tests.
Manage and supervise the 5500 filings for all plan compliance clients to ensure compliance and minimize risk to the bank.
Determine participant eligibility for employer contributions.