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Retirement Plan Compliance Assistant

Trust Point Inc

in Onalaska WI / Minneapolis MN / Eau Claire WI

Logo for Trust Point Inc

EXPERIENCE OUR CULTURE. JOIN OUR TEAM!

Voted "Best Place to Work" for the 5th year in a row by Business Intelligence Group! Trust Point Inc. of La Crosse, WI. is looking to hire a Retirement Plan Compliance Assistant to join our team. This is a full-time position with the option of a hybrid work schedule after 6 months of employment.

A DAY IN THE LIFE OF A RETIREMENT PLAN COMPLIANCE ASSISTANT

The Retirement Plan Compliance Assistant is primarily responsible for accurate compliance testing and ensuring all retirement plans administered by Trust Point adhere and remain current to all appropriate ERISA, IRS and DOL compliance procedures, laws and regulations.

THE EXCITING WORK YOU WILL DO

  • Performs plan administrative duties including, data collection, census analysis, and contribution calculations.
  • Performs non-discriminatory compliance testing including, but not limited to, ADP/ACP, Top Heavy, 410(b), 415 and 402(g).
  • Complete contribution calculations for profit sharing, safe harbor and discretionary matches.
  • Prepares and reviews Form 5500s.
  • Interprets and reviews plan documents in order to complete compliance testing.

WHAT YOU'LL FIND HERE

  • A unique team environment where one can develop skills and work directly with highly credentialed professionals.
  • Highly supportive colleagues who care for and celebrate team members.

WHAT WE LOOK FOR:

  • 1-3 years Retirement Plan Services Compliance experience preferred
  • Associates or Bachelor's degree preferred
  • Excellent knowledge of excel required
  • Familiarity with Relius Software is a plus
  • Exceptional analytical and conceptual thinking skills
  • Strong attention to detail and excellent communication skills
  • Ability to work both independently and in a team environment
  • Ability to exercise sound judgment and make decisions in a manner consistent with the essential job functions

ABOUT TRUST POINT INC.

For over 100 years Trust Point has provided a wide array of trusted financial planning and investment services to individuals, families, business and charitable organizations. As a fiduciary, we provide unbiased, non-proprietary, fee-based solutions to our clients. We believe that doing what is best for our clients is doing what is best for Trust Point.

Our success is a direct result of the caliber of employee we recruit. We value each of our employees and their input. We are supportive, not only to our clients, but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steak, produce and homemade apple pies!

How to Apply

Apply Now


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