Detail‑Oriented Retirement Plan Administrator

Integrity; Norfolk (NE); On-site; USD 55,000 - 85,000; Full time

Job summary

Retirement Plan Consultants, a partner with Integrity Marketing Group, seeks a Retirement Plan Administrator in Downtown Norfolk, Nebraska. You will perform key internal functions to operate a retirement plan in IRS compliance, with opportunities for external communication and advancement within client-facing roles.

The role emphasizes accuracy, client-tailored solutions, and collaboration with Compliance Consultants to serve 150-200 plans and drive compliant plan operation.

Qualifications

• 1-2 years of experience in financial services preferred.
• Aspa RPF certification preferred.
• Computer proficiency with Microsoft Office Suite.
• Meticulous dedication to accuracy.
• Strong organizational skills.
• Desire to provide extraordinary customer service.
• Creative problem solving ability.

Responsibilities

• Support Compliance Consultants and Coordinators by completing administrative functions for their assigned group of clients (150-200 plans).
• Compliance testing and review of plan/participant limits.
• Contribution reconciliation.
• Employer contribution calculations.
• Preparation and filing of annual IRS forms.
• Prepare formal plan documents and amendments.
• Assist in answering incoming calls (back-up queue).
• Review and approve participant distributions and loan requests.

Skills

Experience in financial services

ASPPA RPF Certification

Microsoft Office Suite

Attention to detail

Organizational skills

Customer service

Creative problem solving

Job description

Retirement Plan Consultants, a partner with Integrity Marketing Group, seeks a Retirement Plan Administrator in Downtown Norfolk, Nebraska. You will perform key internal functions to operate a retirement plan in IRS compliance, with opportunities for external communication and advancement within client-facing roles.

The role emphasizes accuracy, client-tailored solutions, and collaboration with Compliance Consultants to serve 150-200 plans and drive compliant plan operation.