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Plan Service Processor

Retirement Plan Consultants

in Norfolk NE

Logo for Retirement Plan Consultants

Recordkeeping –Plan Service Processor

These duties described below are an overview of position responsibilities; however, duties are not limited to those listed here and are subject to change due to business needs.

Primary Duties:

  • Complete consultant tasks for assigned clients
    • Meeting daily deadlines through accurate and efficient data entry
    • Handle cross-department communications, workflow and review paperwork as needed
    • Assist with ensuring the plan is meeting all retirement plan qualifications and make recommendations for changes when needed
  • Key areas of focus:
    • Plan level investment changes, fund mergers, updates, and closures
    • Conversions and deconversions
    • Corrections and gain/loss calculations
    • Plan Amendments
    • Custodial and global fund setup
    • Employer, plan, and web setup
    • Quarterly Statements
    • Rate of Return
    • Global model realignment and rebalance
    • Quarterly and interim fees
    • Advisor and Plan updates
    • Review any unposted transactions, research, and resolve
    • Research and resolve plan discrepancies
    • Monitor recordkeeping inbox and address any emails
    • Monitor work tray and tasks in PensionPro continuously and complete all tasks
  • Train on various new hire orientation trainings
  • Communicate timely and efficiently using various channels
  • Serve as team’s back-up for cross coverage to meet department deadlines
  • Work as a team to complete any Special Projects requested by leadership

Preferred Experiences/Skills

  • Minimum of 1 year industry experience
  • FIS Relius, PensionPro, Matrix Broadridge (preferred)
  • Strong Leadership & excellent communication skills
  • ASPPA Retirement Plan Fundamentals (preferred)
  • MS Office applications (Intermediate level) 

What We Offer You

At Retirement Plan Consultants, an Integrity Company, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

  • Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
  • Competitive Compensation
  • Multiple health insurance plans to choose from 
  • Integrity-paid HSA contributions for eligible health plans
  • Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
  • Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
  • Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
  • Opportunity for growth

Our Company

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 opportunity for advancement by providing 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.

Hours Worked

The following are guidelines of typical hours needed to complete the work during the year. The hours needed may vary depending on workload.

  • Primary hours will be normal trading business hours (7:30-4:30 CT) working 40 hours per week.
  • During certain seasons some overtime may be necessary, ranging from approximately 41-50 hours when approved by management.

How to Apply

Apply today through our company website!

Apply Now

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