Retirement Plan Compliance Associate – Client Focus

BOK Financial Corporation; Tulsa (OK); On-site; USD 55,000 - 85,000; Full time

Job summary

BOK Financial Corporation in Tulsa seeks an IW Plan Compliance Associate to perform compliance services for qualified retirement plans of low to moderate complexity. You will be the day-to-day contact for clients, manage annual compliance activities, and review eligibility, compensation, and contributions to ensure plan compliance.

The role requires a bachelor’s degree in business, accounting, finance, or related field and 2-4 years of retirement plan administration or compliance experience.

Qualifications

• Bachelor’s degree in business, Accounting, Finance, or related field is required.
• 2-4 years of retirement plan administration, compliance, trust, accounting, or related experience.
• Working knowledge of retirement plan administration, compliance testing methodologies, and operational compliance requirements.
• Ability to independently prepare and analyze compliance projects, including participant eligibility reviews, compensation reviews, contribution reviews, and nondiscrimination testing.

Responsibilities

• Serve as the primary day-to-day contact for assigned retirement plans and provide timely client support.
• Manage annual compliance activities for low to moderately complex retirement plans.
• Review participant eligibility, compensation, and contributions to ensure plan compliance.
• Conduct and analyze required nondiscrimination and allocation testing for retirement plans.
• Identify compliance issues and recommend corrective actions with senior team members.
• Oversee Form 5500 filings, audit support, regulatory compliance, and process improvement efforts.

Job description

BOK Financial Corporation in Tulsa seeks an IW Plan Compliance Associate to perform compliance services for qualified retirement plans of low to moderate complexity. You will be the day-to-day contact for clients, manage annual compliance activities, and review eligibility, compensation, and contributions to ensure plan compliance.

The role requires a bachelor’s degree in business, accounting, finance, or related field and 2-4 years of retirement plan administration or compliance experience.