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Retirement Services Technical Specialist

HK Financial Services

in Dubuque IA

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2015) is seeking a retirement services technical specialist to support new business conversions. This position will also serve as the backup for a variety of retirement plan functions including processing, recordkeeping and plan administration.

Key responsibilities:

  • Responding to client and participant inquiries and communications
  • Preparing compliance testing and Form 5500s
  • Preparing contribution allocations for existing plans
  • Providing support/backup to retirement plan services team

The ideal candidate:

The technical specialist will possess strong organization and relationship building skills.

This role requires:

  • Bachelor's degree preferred
  • At least 3 years of related experience in 401(k) retirement plan services required
  • Experience in compliance testing and Form 5500s preferred
  • Effective communication skills

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401(k) plan. Our benefits package includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

What does a career with HK mean exactly? Check out our video at


How to Apply

Apply online using this link:

This ad has been viewed 772 times. It expires on 4/14/2018.

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