Job Description
Dubuque Bank and Trust a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"
The RPS Administrator consults with plan participants, plan sponsors and internal business partners regarding the day to day activities of a companys retirement plan. This role is also responsible for insuring the retirement plans comply with the plan document and IRS/DOL regulations.
PRIMARY & ESSENTIAL RESPONSIBILITIES:
1. Answers telephone and email inquiries from retirement plan participants covering a variety of topics.
2. Communicates and educates plan sponsors and internal business partners regarding plan document provisions and day to day retirement plan activities.
3. Issues plan forms to participants via mail, email and fax.
4. Assists in plan conversion; trains new clients on payroll processing guidelines and Heartland website navigation and prepares plan document binder and mailing to new clients.
5. Processes plan contributions and plan distributions.
6. Processes participant loans for retirement plans.
7. Processes participant investment election and beneficiary forms.
8. Assists in year-end non-discrimination compliance testing including ADP/ACP, top heavy, 410(b), 402(g) and 415 limits.
9. Prepares IRS Form 5500s and related schedules.
10. Reconciles quarterly statements and reports.
11. Prepares annual client plan reviews.
12. Reviews and verifies accurate processing for all administrative tasks performed by peers.
13. Performs miscellaneous tasks and runs various reports to insure plan compliance with the IRS/DOL.
SECONDARY RESPONSIBILITIES:
1. Maintains up-to date knowledge of present and proposed legislation regarding retirement plans.
2. Stays current on any continuing education required for job responsibilities or professional designations.
REQUIRED SKILLS & EXPERIENCE:
1. Bachelors degree or equivalent work experience required
2. 1-3 years of retirement plan experience
1. 1-3 years of customer service or customer facing experience
2. Strong written and verbal communication skills. Ability to problem solve effectively
3. Experience working in changing, high growth environments; comfortable with ambiguity and working in matrixed organizations
4. Working knowledge with FIS Relius administration/record system is desired, or the ability to learn computer applications relevant to the position.
5. Bilingual in Spanish preferred
OCCUPATIONAL CERTIFICATION:
QKA, QPA, CPC, ERPA or APA designations highly preferred.
Scheduled Weekly Hours:
40Time Type:
Full timeAt Dubuque Bank & Trust we are committed to attracting, retaining and empowering talented professionals who aim to do great work and make a positive impact in our communities. Our employees are what makes us so great!
We actively contribute to the vitality of the communities where we live and work. Since 2016, our employees sit on over 60 local boards and have volunteered over 26,000 hours. Additionally, we have contributed more than $1 million in sponsorships and donations. We give back locally and play a meaningful role in moving our community forward. We know how important is it to give back and we do our part with excitement and pride!
Our Leaders are actively engaged with our employees. Our commitment to provide a positive and professional work environment is supported by a leadership team that is dedicated to help you grow and develop your career. We work closely with our employees to strategize individualized professional development plans, performance goals and professional development opportunities. In addition to a competitive benefits package that includes a health and retirement plans; we also offer tuition reimbursement, student debt assistance, pet insurance and much more!
Dubuque Bank & Trust, is focused on a strong and robust diverse environment in which all team members feel valued. While building a team that lives our mission statement every day of enriching lives one customer, employee and community at a time.
EOE/AA Employer M/F/Disabled/VetMember FDIC Equal Housing LenderEmployment at Heartland Financial USA, Inc. is employment at will