401(K) Compliance Specialist

401 (k) Compliance Specialist

Steele Capital Management is looking for a 401(k) compliance specialist to join our rapidly growing retirement administration department. Steele Capital Management, Inc. is a registered investment advisory firm that specializes in working with individuals and company sponsored retirement plans. Steele Capital Management manages over $600 million and performs daily administration for 140 retirement plans. Responsibilities will include: *Compliance testing (ADP/ACP, 415, minimum coverage, top heavy and cross testing) *Knowledge of testing formulas and plan correction methods *Calculating plan contributions *Researching technical issues *Reviewing legal plan documents *Having extensive knowledge of ERISA Laws If you have the knowledge, experience and the desire to help grow our retirement plan department, please send your resume to Katie Reeg at the follow e-mail or mail address: 788 Main Street, Dubuque, IA 52001 or [Click here for email]
REQUIREMENTS
Requirements: *5 years of experience in retirement plan administration and 2 years specifically in compliance testing *Strong verbal and written communication skills *Ability to work on multiple tasks simultaneously *Ability to work independently and as a team player *Strong analytical, technical & organizational skills