Retirement Plan Administrator

Integrity Marketing Group • Norfolk, NE

4d

About The Position

Retirement Plan Consultants, a partner with Integrity Marketing Group, is seeking a Retirement Plan Administrator to perform internal functions necessary to operate retirement plans in compliance with IRS regulations. The position works closely with Compliance Consultants and offers some external communication. It requires thorough attention to detail and a strong commitment to providing clients with tailored financial solutions. The role provides firsthand exposure to plan design and contributes to the company's mission of providing personalized retirement solutions. It may offer future advancement into client-facing roles with an assigned group of clients.

Retirement Plan Consultants has been based in Downtown Norfolk, Nebraska, since 2008 and services more than 1,800 plans and 17,500 participants for companies across the United States. The company emphasizes employee growth through training and education, advancement opportunities, community engagement, and work/life balance.

Integrity describes itself as a leading independent distributor of life, health, and wealth insurance products, with an insurtech focus. It offers a family-like work environment, professional opportunities, competitive compensation, and benefits. Integrity is headquartered in Dallas, Texas, and is an Equal Opportunity employer that provides reasonable accommodations for qualified individuals with disabilities.

Requirements

• One to two years of experience in financial services is preferred.
• Computer and technical literacy, including Microsoft Office Suite.
• Meticulous dedication to accuracy.
• Strong organizational skills.
• Desire to provide extraordinary customer service.
• Creative problem-solving skills.

Nice To Haves

• ASPPA RPF Certification is preferred.
• One to two years of experience in financial services is preferred.

Responsibilities

• Support Compliance Consultants and Coordinators by completing administrative functions for their assigned group of 150–200 plans.
• Conduct compliance testing and review plan and participant limits.
• Reconcile contributions.
• Calculate employer contributions.
• Prepare and file annual IRS-required forms.
• Prepare formal plan documents and amendments.
• Assist with answering incoming calls as backup for the queue.
• Review and approve participant distribution and loan requests.

Benefits

• Competitive compensation package and benefits.
• Training and education to support employee success.
• Opportunities for career advancement and professional growth.
• Work/life balance and encouragement of community engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed