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Retirement Plan Conversion Coordinator

Heartland Financial USA, Inc., Dubuque, IA

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Heartland Financial USA, Inc. (Heartland) is seeking a Retirement Plan Conversion Coordinator to join our growing team in Dubuque, IA.  The Retirement Plan Conversion Coordinator is responsible for managing the conversion process from the hand-off from the Sales department to the hand-off to the ongoing Specialist. They work directly with Clients to assist them with Plan design, Plan efficiencies, Compliance Testing and other conversion items as they arise. This includes coordination and correspondence with the prior record-keeper, Plan Sponsor, Plan Administrator, payroll provider, Business Development Officer and other key individuals.



  1. Bachelor’s Degree
  2. 3-5 years of retirement services experience preferred
  3. Intermediate level of retirement plan administration
  4. Excellent interpersonal and problem solving skills, organizational capabilities, positive attitude with desire to learn
  5. Qualified 401(k) Administrator credential (QKA) expected within two years of employment



At Heartland Financial USA, Inc., we are one of the top 100 bank holding companies nationwide, Heartland delivers high-quality financial products and service to clients in the Midwestern, Southwestern and Western United States.  This means great resources and career opportunities for our staff!  We can provide you the training and support to develop a great career at Heartland Financial USA, Inc.  If you long to join a successful team while expanding your professional skills and experience, then explore a career with us today!


We're committed to being an Employer of Choice providing a positive, professional work culture that takes care of the welfare of our team members. We believe in: 



  • Talent Development - We provide resources to support internal career growth
  • Regonition and Reward - We provide competitive compensation and rewards programs
  • Corporate Citizenship - We're committed to making a difference in our communities
  • Balance – We believe in balance between work, leisure, and wellness
  • Empowerment – We help people grow professionally through empowerment to make decisions and take responsibility for them


We offer competitive compensation and benefits, including:

  • Paid time off, community volunteering, parental leave, and Holidays.
  • Tuition Benefit plan
  • 401k Retirement plan with company match & Discretionary Profit Sharing plan
  • Subsidized Medical and Dental insurance
  • Free Life and Disability insurance coverage
  • Flexible Spending Accounts
  • Voluntary Vision, Critical Illness, Hospital Indemnity, and Accident plans
  • Employee Assistance program for staff and family members



Submit your resume online at www.htlf.com/#/careers

EOE/AA Employer


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Job Details

Req Num 18-0610
ID 523588
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 2-5 Years
Education Bachelors

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