Retirement Plan Onboarding Consultant

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

Job summary

Integrity Retirement Plan Consultants is seeking an experienced Retirement Plan Onboarding Consultant to coordinate the implementation of new retirement plan clients onto our Retirement Plan Services platform.

This role serves as the primary point of contact throughout the onboarding process, partnering with plan sponsors, advisors, payroll providers, and internal teams to ensure a smooth transition from sale through go-live.

Qualifications

• Bachelor's degree or equivalent retirement industry experience preferred.
• 2+ years of experience in retirement plan administration, recordkeeping, or onboarding.
• Knowledge of qualified retirement plans (401(k), Profit Sharing, Safe Harbor).
• Strong organizational and communication skills; ability to manage multiple projects.
• Proficiency with Microsoft Office and retirement plan software such as PensionPro.

Responsibilities

• Manage the onboarding and implementation of 20-30 new retirement plan clients from sale through go-live.
• Assist with plan setup meetings to gather payroll and operational requirements.
• Serve as the primary point of contact for plan sponsors, advisors, and internal teams throughout implementation.
• Partner with Sales by providing onboarding expertise, implementation guidance, and support during client transition discussions.
• Develop and manage onboarding timelines, deliverables, and project milestones to ensure successful implementations.
• Coordinate activities across Recordkeeping, TPA Administration, Payroll Integration, and Client Services teams.
• Complete setup and configuration of startup and conversion plans, including plan documents, enrollments, and related implementation activities.
• Train plan sponsors on payroll submission procedures and ongoing administrative processes.

Skills

Strong communication

Customer service

Relationship-building

Microsoft Office

PensionPro

Education

Bachelor's degree or equivalent retirement industry experience

Tools

PensionPro

Job description

About Integrity Retirement Plan Consultants

Integrity 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 33,000 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 opportunities for advancement by providing the training and education needed to be successful. Integrity 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.

Job Summary

The Retirement Plan Onboarding Consultant is responsible for coordinating the implementation of new retirement plan clients onto our Retirement Plan Services platform. This role serves as the primary point of contact throughout the onboarding process, partnering with plan sponsors, advisors, payroll providers, and internal teams to ensure a smooth transition from sale through go-live. The consultant also supports the Sales team by providing onboarding expertise, participating in client discovery and plan setup discussions, and helping clients understand plan design and operational requirements.

Primary Responsibilities

• Manage the onboarding and implementation of 20-30 new retirement plan clients from sale through go-live.
• Assist with plan setup meetings to gather payroll and operational requirements.
• Serve as the primary point of contact for plan sponsors, advisors, and internal teams throughout implementation.
• Partner with Sales by providing onboarding expertise, implementation guidance, and support during client transition discussions.
• Develop and manage onboarding timelines, deliverables, and project milestones to ensure successful implementations.
• Coordinate activities across Recordkeeping, TPA Administration, Payroll Integration, and Client Services teams.
• Complete setup and configuration of startup and conversion plans, including plan documents, enrollments, and related implementation activities.
• Train plan sponsors on payroll submission procedures and ongoing administrative processes.

Primary Skills & Requirements

• Bachelor's degree or equivalent retirement industry experience preferred.
• 2+ years of experience preferred in retirement plan administration, recordkeeping, TPA services, client onboarding, or implementation.
• Working knowledge of qualified retirement plans, including 401(k), Profit Sharing, and Safe Harbor plans.
• Experience managing multiple projects, priorities, and deadlines simultaneously.
• Proficiency with Microsoft Office and retirement plan administration/workflow systems such as PensionPro.
• Strong communication, customer service, and relationship-building skills.
• Highly organized with strong attention to detail and problem-solving abilities.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.