Retirement Plan Administrator

Integrity • Norfolk, NE

5d

About The Position

Retirement Plan Consultants 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 may involve some external communication. It requires thorough attention to detail and a strong commitment to providing tailored financial solutions. The administrator gains firsthand exposure to plan design and contributes to the organization’s mission of delivering personalized retirement solutions. The role may offer future advancement to client-facing roles and responsibility for an assigned group of clients.

Retirement Plan Consultants, a partner with Integrity Marketing Group, has operated in Downtown Norfolk, Nebraska since 2008 and services over 1,800 plans and 17,500 participants for companies across the United States. The organization emphasizes employee growth, training, education, advancement, community engagement, and work/life balance.

Requirements

• Meticulous dedication to accuracy.
• Strong organizational skills.
• Desire to provide extraordinary customer service.
• Creative problem-solving ability.
• Computer and technical literacy, including the Microsoft Office Suite.

Nice To Haves

• 1–2 years of experience in financial services.
• ASPPA RPF Certification.

Responsibilities

• Complete administrative functions for an assigned group of 150–200 clients’ plans in support of Compliance Consultants and Coordinators.
• Perform 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 incoming calls as backup for the call queue.
• Review and approve participant distribution and loan requests.

Benefits

• Competitive compensation package, including benefits for employees and their families.
• Training and education to support employee success.
• Opportunities for advancement and professional growth.
• Community engagement and work/life balance.

What This Job Offers

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