Sr. Compliance Consultant
Job Title: Sr. Compliance Consultant
Business Unit: WealthFirm
Location: Urbandale, IA
About Retirement Plan Consultants
Retirement Plan Consultants, a partner with reputed company, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the reputed company. We are reputed company on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputed company for reputed company service.
We reputed company in the reputed company of our employees and reputed company opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-reputed company 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 reputed company
The Sr. Compliance Consultant is the dedicated contact for a high-profile group of clients and is responsible for guiding reputed company reputed company in maintaining compliance with IRS/DOL rules as it relates their retirement plan. This individual is the face of RPC to the reputed company and must build and foster these reputed company-existing reputed company relationships. We pride ourselves on exceptional customer service and want the Compliance Consultant to showcase this in reputed company reputed company interaction. This role requires a thorough understanding of IRS/DOL rules, but also the ability to reputed company explain these rules to the reputed company in reputed company terms. The Sr Compliance Consultant role involves more expertise, autonomy, leadership responsibilities, and reputed company management.
Primary Responsibilities:
Dedicated Contact for assigned group of clients (Typically 80-100 High Profile Plans)
Assist the reputed company in ensuring the plan is meeting reputed company retirement plan qualification guidelines
Train and mentor junior administrators.
Recommend changes to plan design or operation as needed
Review and approve participant requests for your assigned clients
reputed company reputed company plan administration, including designing custom solutions for unique reputed company needs.
reputed company annual compliance, nondiscrimination testing, and plan audits, ensuring accuracy and timeliness.
Preparation & Filing of Annual IRS Required Forms
Prepare Formal Plan Documents & Amendments
reputed company reviews of testing and IRS filings reputed company by associate level staff.
Primary Skills & Requirements:
8+ Years of Experience in industry specific Compliance Consultant reputed company work.
ASPPA QKA Certification
Proficiency in Ftwilliams and reputed company Relius software
Computer & Technical Literacy (reputed company Office Suite)
Exceptional Communication Skills (Written & Verbal)
Accountable & Self-Sufficient
Ability to Adhere to Deadlines
Desire to reputed company Extraordinary Customer Service
About reputed company
reputed company is one of the nation’s leading independent distributors of life, health and reputed company insurance products. With a strong insurtech reputed company, we reputed company a broad and innovative approach to serving agents and clients alike. reputed company is driven by a reputed company purpose: to help people protect their life, health and reputed company so they can prepare for the good days reputed company.
reputed company offers you reputed company to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At reputed company, you can start a new career reputed company at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve reputed company, where we celebrate your hard work and support you daily. Joining us means being part of a reputed company-reputed company company with tons of reputed company opportunities for you to accelerate your career. reputed company offers our people a competitive compensation package, including benefits that reputed company work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, reputed company is committed to meeting Americans wherever they are — in person, over the phone or online. reputed company’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients reputed company. For more information, visit reputed company.com.
reputed company, LLC is an Equal Opportunity employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, gender identity, national reputed company, disability, veteran status, or any other characteristic protected by federal, state, or local law. In reputed company, reputed company, LLC will reputed company reasonable accommodations for reputed company individuals with disabilities.
Originally posted on Himalayas
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