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Retirement Plan Services Plan Consultant

Dubuque Bank and Trust

in Telecommute

Logo for Dubuque Bank and Trust

The Retirement Plan Consultant is the subject matter expert for all systems and software being used by Heartland Retirement Plan Services and will help to maintain strong vendor relationships. The Retirement Plan Consultant will perform various tasks that require a more extensive understanding of the systems and software being used by the department and will be the main liaison to Relius and Mid Atlantic (MATC).


  1. Bachelors’ degree or equivalent work experience
  2. 5-7 years of experience in qualified retirement plans with direct emphasis on 401(k) and defined contribution plans.
  3. Working knowledge with FIS Relius administration/recordkeeping system is desired.
  4. Query language or web service experience preferred (SQL, REST, SOAP).
  5. Significant technical expertise in the areas of RPS operations and compliance.
  6. Strong verbal and written communication skills
  7. Ability to problem solve effectively
  8. Experience working in changing, high growth environments; comfortable with ambiguity and working in matrixed organizations


  • QKA, QPA, CPC, ERPA or APA designations highly preferred

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