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Integrity

Senior Compliance Consultant

Integrity, Urbandale, Iowa, United States, 50322

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Job Summary The Sr. Compliance Consultant is the dedicated contact for a high-profile group of clients and is responsible for guiding each client in maintaining compliance with IRS/DOL rules as it relates their retirement plan. This individual is the face of RPC to the client and must build and foster these pre-existing client relationships. We pride ourselves on exceptional customer service and want the Compliance Consultant to showcase this in each client interaction. This role requires a thorough understanding of IRS/DOL rules, but also the ability to clearly explain these rules to the client in simple terms. The Sr Compliance Consultant role involves more expertise, autonomy, leadership responsibilities, and client management. Primary 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 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. Primary Skills & 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) Accountable & Self-Sufficient Ability to Adhere to Deadlines Desire to Provide Extraordinary Customer Service Seniority level

Seniority level Associate Employment type

Employment type Full-time Job function

Job function Other Industries Financial Services and Insurance Referrals increase your chances of interviewing at Integrity by 2x Inferred from the description for this job

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