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Retirement Services Compliance Technical Specialist

Honkamp Krueger Financial Services, Inc, Dubuque, IA

This listing has expired

HK Financial Services (HKFS), a top 100 wealth manager (Forbes, 2016) is seeking a retirement services compliance technical specialist to perform compliance testing and support annual audit tasks. This position will also serve as the backup for a variety of retirement plan functions including processing and posting distribution and loan transactions.

Key responsibilities:

  • Responding to client and participant inquiries and communications
  • Preparing compliance testing and Form 5500s
  • Preparing contribution allocations for existing plans
  • Providing support/backup to retirement plan services team

The ideal candidate:

The compliance technical specialist will possess strong organization and communication skills.

This role requires:

  • Associate degree and at least 3 years of related experience in 401(k) retirement plan services
  • Experience in compliance testing and Form 5500s preferred
  • Ability to manage projects in a fast-paced environment
  • Prior experience with Relius Recordkeeping system preferred

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401k Plan. Our benefits package includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg.


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Job Details

Req Num --
ID 535326
Dubuque, IA
Positions 1
Pay --
Banking/Mortgage/Financial Services
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Holidays

Preferred Candidates

Years of Experience --
Education --

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