Senior Retirement Plan Compliance Consultant

BOK Financial Corporation; Tulsa (OK); On-site; USD 90,000 - 130,000; Full time

Job summary

BOK Financial Corporation seeks an IW Plan Compliance Consultant to join our Plan Compliance Services group in Tulsa. The role provides advanced technical guidance, mentorship, and oversight for associates and analysts, focusing on complex retirement plan compliance matters and client advisory services.

You will act as a trusted advisor to plan sponsors, interpret regulatory requirements, and develop corrective action strategies, influencing regulatory outcomes, client satisfaction, and risk

Qualifications

• Advanced knowledge of retirement plan administration, plan operations, compliance requirements, and regulatory guidance affecting qualified retirement plans.

Responsibilities

• Advise retirement plan sponsors on compliance requirements and plan design strategies.
• Manage annual compliance projects for moderately complex retirement plans.
• Review participant eligibility, compensation, and contributions for plan compliance.
• Conduct retirement plan compliance testing and allocation calculations.
• Provide technical guidance on compliance issues, correction methods, and regulatory requirements.
• Coordinate Form 5500 filings, audit support, and corrective actions for operational issues.
• Support complex compliance research, process improvements, training, and risk management initiatives.

Skills

Retirement compliance

Regulatory guidance

Client relationships

Consulting skills

Education

Bachelor's degree in Business/Accounting/Finance

Job description

BOK Financial Corporation seeks an IW Plan Compliance Consultant to join our Plan Compliance Services group in Tulsa. The role provides advanced technical guidance, mentorship, and oversight for associates and analysts, focusing on complex retirement plan compliance matters and client advisory services.

You will act as a trusted advisor to plan sponsors, interpret regulatory requirements, and develop corrective action strategies, influencing regulatory outcomes, client satisfaction, and risk