ERISA & Fiduciary Compliance ManagementAmerican Trust & Savings Bank, Dubuque, IA
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American Trust tailors loans to suit the needs of any size business, from start-up to major expansion. Our local decision-making, quick turnaround, and variety of terms make us Dubuque County's top commercial lender.
American Trust's cash management system offers flexible, easily tailored banking services that accelerate the availability of corporate cash and minimize collection time of accounts receivable. Sweep processing at American Trust provides an efficient means of cash control for multiple accounts. This convenient service automatically transfers funds or balance amounts between accounts, based on specific dates or dollar levels.
American Trust is also a distinguished leader in technology-based banking with products and services such as Internet Business Banking and Direct Business PC Banking, which demonstrate a tradition of innovation.
For financial planning expertise, turn to American Trust. Our highly trained and dedicated employees make us the largest best-staffed financial planning department in the region. No matter what your business's size, American Trust has a program for you. We can help you design, implement, and administer 401(K) and Money Purchase Pension Plans, Employee Stock Ownership Plans, IRA Rollover Trusts, Estate Management/Estate Settlement, Trust, and more.
Throughout the years, American Trust has developed a strong reputation for providing outstanding service to our customers and has fostered a tradition of continually supporting our local communities. We are proud of this tradition and look forward to carrying it far into the future.
Understand and evaluate federal and state laws and regulations including ERISA.
Compliance oversite of Retirement Trust.
Internal audit and Federal & State Exam involvement.
Quality review Retirement Trust compliance testing.
Document and contract oversite, review, and structure.
Coordinate changes within the department of new or updated legislation and regulation.
Work with bank and other professionals including but not limited to, accountants, attorneys, and advisors.
Review and implement FMG policies and procedures.
Serve on Bank committees when appointed.
Participate in local professional organizations and attend professional seminars.
- BA degree or commensurate experience.
- A working knowledge of ERISA and fiduciary services.
- Strong analytical skills and sound understanding of investment concepts.
- Strong verbal and written communication and interpersonal skills.
- Detail oriented and strong organizational skills.
- A desire to increase knowledge and education in the field of fiduciary services.
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Paid Sick Leave
|Years of Experience||1-2 Years|