Retirement Plan Administrator
  • Job Posting Expires: 6/30/2022
2M ago
$30,000 to $40,000
Full Time
No
Financial Services
None
None
Primary Duties

Join the Retirement Plan Consultants Team today!

We are looking for someone who has a passion to provide excellent customer service to our clients. If you are detail oriented, a hands-on learner, and possess knowledge in the retirement industry, this position would be a great fit for you. We offer specialized job training that will help you be successful in this position and advance your career in future roles with RPC.

Our Company:

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products with an intense focus on data and technology. We are an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead. Headquartered in Dallas, Texas, Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.

Within Integrity, Retirement Plan Consultants has been around for about 12 years and our business and staff continues to grow. We are located in Norfolk, NE, but we service companies nationally.  We work with businesses, churches, and schools to provide a quality retirement plan for their employees. 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 your role in the Firm should lead to personal growth and opportunity for advancement.

 

Job Duties

In this position, you will complete the following tasks.

  • Serve as relationship manager for an assigned group of clients
  • Use general retirement plan guidelines to assist clients with questions.
  • Review and approve client forms
  • Assist in answering incoming calls as needed
  • Learn and complete plan documents, annual non-discrimination testing, 5500 forms, and employer contribution calculations.
  • Work closely with our Client Service and Recordkeeping teams
  • Education Requirements:            
    1. Associates or bachelor’s degree preferred or relevant work experience.

*Relevant work experience should include computer skills and customer service experience.


Required Knowledge, Skills, and Abilities

*Relevant work experience should include computer skills and customer service experience.

Preferred Experience/Skills:

  • Third Party Administration and/or Recordkeeping experience in the retirement plan industry
  • ASPPA Designations and knowledge on IRS/DOL & ERISA rules regarding employer sponsored retirement plans
  • Strong customer service experience via phone or email is desired.
  • Strong computer skills (Microsoft Office, PensionPro, Relius/FIS, Engagement, ftwilliam)

Compensation Details

Hours worked:

In this position you will work during our normal business hours 8AM – 5PM, Monday-Friday with a 1-hour lunch. January - March 15th overtime is required, during other times of the year overtime may vary depending on workload.


Benefits
  •  Employee Ownership Plan
  •  Paid Time Off for Vacation, Sick and Personal
  •  Generous Paid Holidays
  •  Community Service Paid Time Off
  •  Competitive Health Insurance
  •  401k Retirement Plans with competitive employer paid match
  •  Work/Life Employee Assistance Program

How to Apply

Apply today through our company site:

Retirement Plan Administrator