Sr. Compliance Consultant
| Company | Integrity |
|---|---|
| Location | Norfolk, NE, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- 8+ Years of Experience in industry specific Compliance Consultant related work.
- ASPPA QKA Certification
- Proficiency in Ftwilliams and FIS Relius software
- Computer & Technical Literacy (Microsoft Office Suite)
- Exceptional Communication Skills (Written & Verbal)
- Accountable & Self-Sufficient
- Ability to Adhere to Deadlines
- Desire to Provide Extraordinary Customer Service
Responsibilities
- Dedicated Contact for assigned group of clients (Typically 80-100 High Profile Plans)
- Assist the client in ensuring the plan is meeting all 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
- Lead complex plan administration, including designing custom solutions for unique client needs.
- Oversee annual compliance, nondiscrimination testing, and plan audits, ensuring accuracy and timeliness.
- Preparation & Filing of Annual IRS Required Forms
- Prepare Formal Plan Documents & Amendments
- Perform reviews of testing and IRS filings prepared by associate level staff.
Preferred Qualifications
-
No preferred qualifications provided.