Primary Duties
Recordkeeper – Plan Service Processor
- Primary Duties
- Serve as Senior Consultant for assigned plan group of clients, handling all cross-department communications, workflow and review all paperwork as needed
- Assist with cross-department client guidelines to ensure the plan is meeting all retirement plan qualifications and make recommendations for changes when needed
- Train on various new hire orientation trainings
- Complete the following senior consultant tasks (inclusive of but not limited to) for assigned clients, meeting daily deadlines through accurate and efficient processing of:
- Payroll integration inclusive of vendor/client communications
- Assist with PensionPro reviews, cash, and asset reconciliation
- Client communications, confirming banking instructions, outstanding A/R
- 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
- Review and release transactions at custodian
- Monitor recordkeeping inbox and address any emails
- Monitor work tray and tasks in PensionPro continuously and complete all tasks
- Communicate timely and efficiently using various channels
- Serve as team’s back-up for cross coverage to meet department deadlines
- Assist management
- Special projects
Our Company
Retirement Plan Consultants, a partner with Integrity Marketing Group, has been around for about 14 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.
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.
Why Work Here
Working at RPC/Integrity flat-out rocks. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values.
Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At RPC/Integrity, 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, with extra time off for community service and your birthday
- Multiple health insurance plans to choose from
- 401(k) with immediately vested employer matching
- Integrity-paid HSA contributions for eligible health plans
- Employee ownership program which grants meaningful ownership in Integrity’s ongoing success
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.
How to Apply
Apply today through our company site:
https://retirementplanconsultants.bamboohr.com/careers/58