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Retirement Plan Services Compliance Consultant

HTLF

in Telecommute

Logo for HTLF

The Compliance Consultant is responsible for ensuring retirement plans administered by Heartland Retirement Plan Services remain current and adhere to all appropriate ERISA, IRS and DOL compliance procedures, laws and regulations. This role will have the responsibility of producing quality and compliant compliance testing and plan documents on an independent basis and have a solid understanding of Defined Contribution plan design concepts along with regulatory disclosure requirements. The Compliance Consultant will also develop working relationships with appropriate internal and external customers and provide training to other team members.

REQUIRED SKILLS & EXPERIENCE:

  1. Bachelors’ degree or equivalent work experience
  2. 7-10 years of experience in qualified retirement plans with direct emphasis on 401(k) and defined contribution plans.
  3. Technical experience in plan design and compliance testing required
  4. Experience with ERISA Laws and industry standards and IRS Employee Plans Compliance Resolution System (EPCRS).
  5. Experience communicating complex plan design provisions to clients
  6. Proven ability to handle multiple priorities simultaneously with a high level of accuracy and within tight deadlines
  7. Ability to present complex and technical material to audiences of all levels. 
  8. Experience working in changing, high growth environments; comfortable with ambiguity and working in matrixed organizations

How to Apply

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