Compliance Services Specialist for ABG Retirement Plan Services in Peoria IL / Telecommute 
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Compliance Services Specialist

ABG Retirement Plan Services

in Peoria IL / Telecommute

ABG Retirement Plan Services

ABG Retirement Plan Services (ABG) began as Small Parker and Ackerman, Inc. in 1968 with a staff of four. Today, the firm has grown to employ over 90 team members in its office located in Peoria, IL, and various remote locations.

ABG provides recordkeeping, administration and investment consulting services as a Registered Investment Advisor (RIA) to employer-sponsored retirement plan participants with more than $2.9 billion in plan assets. Our firm is one of the largest independent recordkeepers for retirement plans in the nation.

We are seeking an action oriented and “hands on” Compliance Services Specialist who is results driven and highly collaborative.  

What you will do...

  • Manages an assigned caseload of plans closely correlating to an Account Manager Team block.
  • Performs nondiscrimination testing and contribution allocation calculations for Daily Valuation.
  • Completes the Form 5500 and required schedules for filers as defined by ERISA.
  • Possess an in-depth knowledge of the software systems used to support the nondiscrimination testing and government forms production.
  • Participates in client meetings, conference calls and web conferences on compliance topics as recommended and directed by the Team Leader.
  • Shows an ongoing commitment to Pension Education and Training.

What we seek...

  • 2 - 3 years’ experience in the field of qualified plan administration or other equivalent experience
  • Comprehensive knowledge of pension administration and design for qualified plans
  • Knowledge of ERISA as it pertains to qualified plans.
  • Proficient in Microsoft Applications.
  • Demonstrated problem analysis and problem resolution skills.
  • Excellent interpersonal and communication skills.
  • Associates degree or equivalent.

What we offer...

Your commitment to ABG is the key to our success. In turn, we can offer you a full array of employee benefits and flexibility to help you achieve your very own work/life balance. ABG team members are highly trained in best practice procedures and empowered to implement solutions that meet our clients' goals. We continuously work to improve our team members' skills and our processes to meet the needs and expectations of our clients.

Join our TEAM!

How to Apply

Send resume and cover letter via email at

Visit our web site.

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