Plan Service Processor
  • Job Posting Expires: 5/22/2023
12M ago
$50,000 to $60,000
Full Time
Financial Services
2-4 Years
Primary Duties

Recordkeeping –Plan Service Processor

These duties described below are an overview of position responsibilities; however, duties are not limited to those listed here and are subject to change due to business needs.


Primary Duties:

  • Complete consultant tasks for assigned clients
    • Meeting daily deadlines through accurate and efficient data entry
    • Handle cross-department communications, workflow and review paperwork as needed
    • Assist with ensuring the plan is meeting all retirement plan qualifications and make recommendations for changes when needed
  • Key areas of focus:
    • Plan level investment changes, fund mergers, updates, and closures
    • Conversions and deconversions
    • Corrections and gain/loss calculations
    • Plan Amendments
    • Custodial and global fund setup
    • Employer, plan, and web setup
    • Quarterly Statements
    • Rate of Return
    • Global model realignment and rebalance
    • Quarterly and interim fees
    • Advisor and Plan updates
    • Review any unposted transactions, research, and resolve
    • Research and resolve plan discrepancies
    • Monitor recordkeeping inbox and address any emails
    • Monitor work tray and tasks in PensionPro continuously and complete all tasks
  • Train on various new hire orientation trainings
  • Communicate timely and efficiently using various channels
  • Serve as team’s back-up for cross coverage to meet department deadlines
  • Work as a team to complete any Special Projects requested by leadership

Required Knowledge, Skills, and Abilities
  • Preferred Experiences/Skills

    • Minimum of 1 year industry experience
    • FIS Relius, PensionPro, Matrix Broadridge (preferred)
    • Strong Leadership & excellent communication skills
    • ASPPA Retirement Plan Fundamentals (preferred)
    • MS Office applications (Intermediate level) 

Compensation Details

Hours Worked

The following are guidelines of typical hours needed to complete the work during the year. The hours needed may vary depending on workload.

  • Primary hours will be normal trading business hours (7:30-4:30) working 40 hours per week.
  • During certain seasons some overtime may be necessary, ranging from approximately 41-50 hours when approved by management.


What We Offer You

At Retirement Plan Consultants, an Integrity Company, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

  • Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
  • Competitive Compensation
  • Multiple health insurance plans to choose from 
  • Integrity-paid HSA contributions for eligible health plans
  • Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
  • Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
  • Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
  • Opportunity for growth

How to Apply

Apply today through our company site: