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Sr Compliance Consultant

Retirement Plan Consultants

(Urbandale IA / Hybrid)

Job Summary

The Sr. Compliance Consultant is the dedicated contact for a high-profile group of clients and is responsible for guiding each client in maintaining compliance with IRS/DOL rules as it relates their retirement plan. This individual is the face of RPC to the client and must build and foster these pre-existing client relationships. We pride ourselves on exceptional customer service and want the Compliance Consultant to showcase this in each client interaction. This role requires a thorough understanding of IRS/DOL rules, but also the ability to clearly explain these rules to the client in simple terms. The Sr Compliance Consultant role involves more expertise, autonomy, leadership responsibilities, and client management.

Primary Responsibilities

• Dedicated Contact for assigned group of clients (Typically 80-100 High Profile Plans)
• Assist the client in ensuring the plan is meeting all retirement plan qualification guidelines
• Train and mentor junior administrators.
• Recommend changes to plan design or operation as needed
• Review and approve participant requests for your assigned clients
• Lead complex plan administration, including designing custom solutions for unique client needs.
• Oversee annual compliance, nondiscrimination testing, and plan audits, ensuring accuracy and timeliness.
• Preparation & Filing of Annual IRS Required Forms
• Prepare Formal Plan Documents & Amendments
• Perform reviews of testing and IRS filings prepared by associate level staff.

Primary Skills & Requirements

• 8+ Years of Experience in industry specific Compliance Consultant related work.
• ASPPA QKA Certification
• Proficiency in Ftwilliam and FIS Relius software
• Computer & Technical Literacy (Microsoft Office Suite)
• Exceptional Communication Skills (Written & Verbal)
• Accountable & Self-Sufficient
• Ability to Adhere to Deadlines
• Desire to Provide Extraordinary Customer Service

About Retirement Plan Consultants

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. 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 in the growth of our employees and provide opportunities for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge. 

This position would work out of an Integrity partner campus in Urbandale, IA, with a hybrid schedule.

How to Apply

Apply today through our Integrity partner site, Workday!

Apply Now

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