Retirement Plan Consultant

Retirement Plan Coordinator

Position Summary

The Retirement Plan Coordinator oversees the administration compliance data integrity and strategic performance of the organizations retirement benefit programs. This role ensures that Integritys 401(k) and related retirement plans operate in accordance with regulatory requirements fiduciary standards and organizational objectives. The Retirement Plan Coordinator partners with employees leadership vendors and regulatory agencies to maintain plan integrity support participants and guide the evolution of the companys retirement program offerings.

Key Responsibilities

Plan Administration

• Administer all aspects of Integritys retirement plans including plan design implementation daily operations and reporting.
• Manage plan transactions such as contributions distributions loans QDROs and corrections.
• Maintain accurate plan records and ensure timely processing of all participant and employer activities.
• Assist with daily plan operations reporting needs and documentation updates.

Data & System Support

• Manage all data integrations and file feeds between the HRIS payroll systems recordkeepers and other vendors.
• Oversee data mapping testing reconciliation and troubleshooting to ensure accuracy and compliance.
• Partner with HRIS and vendors to implement system enhancements resolve data issues and maintain secure data transmission processes.
• Conduct periodic data audits to ensure alignment across systems.

Compliance Reporting & Regulatory Requirements

• Ensure compliance with ERISA IRS DOL and applicable state regulations.
• Prepare review and file annual Form 5500 Summary Annual Reports and all required plan notices (e.g. Safe Harbor QDIA Fee Disclosures).
• Coordinate annual plan testing including ADP/ACP coverage testing topheavy testing and nondiscrimination testing.
• Maintain plan documents SPDs amendments and required disclosures.
• Monitor legislative and regulatory changes and implement necessary updates to plan processes HRIS configuration and documentation.

Participant Support & Education

• Serve as the primary contact for plan participants providing guidance on plan features investment options and retirement planning tools.
• Develop and deliver employee education sessions workshops and communications to promote financial wellness and plan engagement.
• Resolve participant issues claims and appeals in a timely and professional manner.

Vendor & Stakeholder Coordination

• Manage relationships with recordkeepers investment advisors thirdparty administrators auditors and other service providers.
• Project manage vendor RFP processes including requirements gathering evaluation selection and implementation.
• Conduct plan audits and ensure accurate documentation and timely completion.
• Evaluate vendor performance and recommend improvements or changes as needed.

Governance & Committee Support

• Serve as Secretary to the Retirement Committee including preparing agendas maintaining minutes tracking action items and ensuring proper documentation.
• Maintain committee records in accordance with fiduciary best practices.

Mergers Acquisitions & Plan Transitions

• Conduct retirement plan due diligence for mergers acquisitions and divestitures including assessment of acquired plan structures compliance status and integration requirements.
• Manage plan terminations mergers and rollovers associated with M&A activity ensuring compliance with regulatory requirements and smooth participant transitions.
• Evaluate and coordinate transitions involving alternative plan types such as SIMPLE IRAs Pooled Employer Plans (PEPs) and MultiEmployer Plans (MEPs).
• Develop transition timelines communication plans and participant education to support plan changes resulting from corporate transactions.
• Partner with Legal HR Finance and external advisors to ensure accurate execution of plan consolidation or replacement strategies.

Plan Performance & Strategic Initiatives

• Conduct regular plan reviews to assess plan health investment performance and participant outcomes.
• Identify opportunities for plan enhancements cost savings and improved participant experience.
• Conduct implementations of new retirement programs including nonqualified deferred compensation plans or other retirement benefit programs or features under consideration.
• Support strategic initiatives related to plan design financial wellness and longterm retirement readiness.

Qualifications

Education & Experience

• Bachelors degree in Human Resources Finance Business Administration or related field preferred.
• 5 years of experience in retirement plan administration benefits management or related HR/finance roles.
• Experience managing HRIStovendor data integrations and file feeds.
• Demonstrated experience preparing or overseeing Form 5500 filings and required plan notices.
• Experience supporting or managing retirement plan committees.
• Experience with M&Arelated plan transitions plan terminations or alternative plan structures (SIMPLE IRA PEP MEP) preferred.
• Professional certifications such as CEBS CRPS QKA or ASPPA credentials are a plus.

Skills & Competencies

• Strong knowledge of ERISA IRS and DOL regulations.
• Technical proficiency with HRIS systems data integrations and vendor platforms.
• Excellent analytical organizational and problemsolving skills.
• Ability to communicate complex information clearly to diverse audiences.
• Strong vendor management project management and documentation skills.
• High level of integrity confidentiality and attention to detail.

About Integrity

Integrity is one of the nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.