Administrative Lead

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 opportunities 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.

The Sr. Administrative Specialist plays a key role in supporting the day-to-day operations of the administrative team while fostering communication, consistency, and efficiency across departments. Responsibilities encompass organizing and preparing information to be used by other internal teams, maintaining required disclosures, generating account statements for plan participants, and more. This is a fast-paced position that requires a high level of accuracy and attention to detail and effective communication skills.

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.

• Serve as the primary point of contact for coordinating tasks and projects within the administrative team.
• Act as a liaison between administrative staff and other departments to support cross-functional communication and workflow of tasks.
• Monitor task assignments and follow up to ensure deadlines are met and quality standards are upheld.
• Provide onboarding and ongoing training for administrative staff, including communicating process changes and promoting best practices.
• Propose the implementation of process improvements to enhance efficiency, accuracy, and compliance of retirement plan administration.
• Support leadership with project tracking, status updates, and internal communications as needed.
• Investigate and resolve administrative issues, collaborating with other departments or escalating to senior staff as appropriate.

• Accurate and timely data entry for various processes and retirement transactions.
• Maintain accurate documentation of plan and participant disclosures, fund performance metrics, and participant account statements.
• Set up and update Plan Contacts in all applicable software programs.
• Daily collection and distribution of mail and monitoring a shared email inbox.
• Prepare and file tax forms (5500, 5558, and 8955-SSA).
• Provide support with maintaining up-to-date documentation of systems and procedures.

• High attention to detail and a proactive, problem-solving mindset.
• Strong organizational and time management skills; ability to manage multiple priorities.
• Ability to work independently and collaboratively in a fast-paced environment.
• ASPPA Retirement Plan Fundamentals (RPF) certificate.
• Experience with Microsoft Office Suite.
• 4+ years of experience with Retirement Plan Consultants or other relevant administrative experience.
• Preferred experience with Relius, Pension Pro, and FT Williams software platforms.

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…