Retirement Plan Compliance Specialist

BOK Financial; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

BOK Financial Corporation Group is seeking an IW Plan Compliance Associate to perform compliance services for qualified retirement plans of low to moderate complexity. You will be the primary day‑to‑day contact for clients, handling testing, government reporting, and corrective actions with supervision.

The role requires a bachelor’s degree in business, accounting, or related field, plus 2–4 years of retirement plan experience and strong knowledge of IRS/DOL/ERISA regulations.

Qualifications

• Bachelor's degree in business, accounting, finance, or related field.
• 2–4 years of retirement plan administration or compliance experience.
• Knowledge of IRS, DOL, and ERISA regulations affecting qualified retirement plans.
• Ability to prepare and analyze compliance projects independently.

Responsibilities

• Serve as the primary day‑to‑day contact for assigned retirement plans.
• Manage annual compliance activities for low to moderately complex plans.
• Review participant eligibility, compensation, and contributions for plan compliance.
• Conduct nondiscrimination and allocation testing for retirement plans.
• Identify compliance issues and recommend corrective actions with seniors.

Skills

Retirement plan administration

Compliance testing

Nondiscrimination testing

IRS/ERISA regulations

Education

Bachelor's degree in Business/Accounting/Finance

Tools

Microsoft Office

Recordkeeping systems

Trust accounting platforms

Job description

BOK Financial Corporation Group is seeking an IW Plan Compliance Associate to perform compliance services for qualified retirement plans of low to moderate complexity. You will be the primary day‑to‑day contact for clients, handling testing, government reporting, and corrective actions with supervision.

The role requires a bachelor’s degree in business, accounting, or related field, plus 2–4 years of retirement plan experience and strong knowledge of IRS/DOL/ERISA regulations.