Operations Specialist

About Retirement Plan Consultants

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.

We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city 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 Summary

As an Operations Specialist, you play a crucial role in ensuring the smooth functioning and compliance of retirement plans. Responsibilities encompass the processing of various retirement transactions, such as contributions, distributions, loans and transfers, an understanding of plan eligibility and vesting, and reconciliation of accounts across our platforms. This is a fast-paced position that requires a high level of accuracy and attention to detail, effective communication skills, and is highly dependent on daily processing deadlines. While limited external client interaction is involved, your contributions are essential to ensuring we meet the needs of both our employers and their employees and maintaining the company’s reputation for excellence in retirement plan administration.

Primary Responsibilities:

• Process various retirement transactions accurately, such as contributions, distributions, loans and transfers, while meeting the demands of daily deadlines.

• Maintain accurate records of plan transactions, payroll schedules, bank accounts, and participant data. This includes reconciling contributions, distributions, cash and holdings.

• Communicate effectively, primarily with other internal stakeholders, and collaborate with others to ensure the needs of our clients and their employees are satisfied.

• Address and resolve issues related to plan operations, participant inquiries, and regulatory compliance. This may involve working with other departments or escalating to senior members of the team and/or leadership to find solutions.

• Perform quality control reviews and assist with research and resolution of issues with contributions, distributions, loans, and other transactions

• Provide support with maintaining up-to-date documentation of systems and procedures

• Identify and propose process improvements to enhance the efficiency, accuracy, and compliance of retirement plan administration

Primary Skills & Requirements:

• Completion of ASPPA Retirement Plan Fundamentals (RPF) certificate (may be obtained within first year of employment)

• Strong attention to details and organizational skills

• Experience with Microsoft Office Suite.

• Ability to work effectively within a team and independently in a fast-paced environment.

About Integrity

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. For more information, visit Integrity.com.

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.