Early-Career Retirement Plan Compliance Analyst

Integrity; Norfolk (NE); On-site; USD 42,000 - 66,000; Full time

Job summary

Retirement Plan Consultants, a partner of Integrity Marketing Group, seeks a Junior Compliance Consultant to help retirement plans stay compliant with IRS rules and industry standards. You’ll work with Compliance Consultants and Coordinators, supporting 150–200 plans and assisting with filings, plan documents, and client service.

This role is ideal for detail-oriented individuals who enjoy problem solving and building knowledge of plan design, compliance testing, and regulatory requirements with

Qualifications

• 1–2 years of experience in financial services preferred.
• RPF certification preferred.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.

Responsibilities

• Support Compliance Consultants and Coordinators with administrative and compliance-related functions for an assigned client group of ~150–200 retirement plans.
• Perform compliance testing and review plan and participant limits to ensure IRS regulations are followed.
• Reconcile retirement plan contributions and identify discrepancies.
• Calculate employer contributions and prepare supporting documentation.
• Prepare and file annual IRS-required forms and regulatory reports.
• Assist with preparing retirement plan documents and amendments.
• Review and approve participant distributions and loan requests per plan provisions and regulations.
• Provide backup support for incoming client and participant calls with excellent service.
• Collaborate with internal teams to ensure accurate plan administration.

Skills

Attention to detail

Organizational skills

Time management

Communication skills

Customer focus

Analytical thinking

Desire to learn

RPF certification

Tools

Microsoft Office Suite

Job description

Retirement Plan Consultants, a partner of Integrity Marketing Group, seeks a Junior Compliance Consultant to help retirement plans stay compliant with IRS rules and industry standards. You’ll work with Compliance Consultants and Coordinators, supporting 150–200 plans and assisting with filings, plan documents, and client service.

This role is ideal for detail-oriented individuals who enjoy problem solving and building knowledge of plan design, compliance testing, and regulatory requirements with