Job Description

Retirement Plan Consultant

Retirement Plan Consultants, a partner of Integrity Marketing Group, has proudly served clients from our downtown Norfolk, Nebraska office since 2008. Today, we support more than 1,800 retirement plans and 17,500 participants across the United States.

Our mission is to provide customized retirement solutions that help participants prepare for their financial future. Through exceptional service and industry expertise, we have built a strong reputation as a trusted partner to employers and plan participants nationwide.

At RPC, we invest in our people. We provide the training, education, and development opportunities needed for long-term success and career growth. Here, you'll find the opportunity to build a rewarding career while enjoying a supportive culture, community involvement, and work-life balance.

Job Summary

The Retirement Plan Consultant plays an important role in helping retirement plans remain compliant with IRS regulations and industry requirements. Working closely with Compliance Consultants and Coordinators, you'll support a portfolio of retirement plans by performing compliance reviews, preparing required filings, and assisting with plan administration activities.

This role is ideal for someone who enjoys problem-solving, working with details, and learning the technical side of retirement plans. You'll gain exposure to plan design, compliance testing, and regulatory requirements while building a strong foundation for future growth within the organization. As your knowledge and experience grow, you'll have opportunities to advance into more client-facing responsibilities and manage your own group of retirement plan clients.

Primary Responsibilities:

• Support Compliance Consultants and Coordinators with administrative and compliance-related functions for an assigned client group of approximately 150 to 200 retirement plans.
• Perform compliance testing and review plan and participant limits to ensure adherence to IRS regulations.
• Reconcile retirement plan contributions and identify discrepancies as needed.
• Calculate employer contributions and prepare supporting documentation.
• Prepare and file annual IRS-required forms and regulatory reports.
• Assist with the preparation of retirement plan documents, amendments, and related compliance materials.
• Review and approve participant distribution and loan requests in accordance with plan provisions and regulatory requirements.
• Provide backup support for incoming client and participant calls, delivering exceptional customer service and timely assistance.
• Collaborate with internal team members to help ensure accurate and efficient plan administration.

Primary Skills & Requirements:

• 1 to 2 years of experience in financial services preferred.
• ASPPA Retirement Plan Fundamentals (RPF) certification preferred.
• Payroll or benefits administration experience preferred.
• Proficiency in Microsoft Office Suite and strong technical aptitude.
• Exceptional attention to detail and commitment to accuracy.
• Strong organizational and time management skills.
• Ability to prioritize multiple responsibilities and meet deadlines.
• Effective written and verbal communication skills.
• Customer-focused mindset with a passion for providing outstanding service.
• Strong analytical and problem-solving abilities.
• Desire to learn, grow, and build a career within the retirement services industry.

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.

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.

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