At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
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SUMMARY
Responsible for preparing plan documents, planning year-end compliance requirements, providing customer service, and overall service of assigned clients in updating key plan data on an annual basis. Also responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Prepares defined contribution plan documents.
Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc..
Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors.
Processes distributions (withdrawals, in-service, RMD's, loans, hardships).
Maintains ongoing client contact to assist with day-to-day service issues and vendor management.
Works with vendors to automate the process of data collection and analysis.
Maintains client and due diligence files.
Ongoing client contact to assist with day-to-day service issues and vendor management.
Records notes at meetings and prepares minutes for various investment committees.
Assists in completing plan applications, plan document review, and plan implementation.
Supports the 401(k) Department with general industry knowledge.
Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Performs all duties in accordance with all company policies and procedures, and all federal, state, and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION/EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Three (3) or more years of related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations
Experience with small to mid-size (250+) clients
Professional designation (ASPPA, NIPA, etc.) or progress toward designation
FINRA Licenses 7, 66, or 7, 63,65
Series 65
SKILLS
Strong understanding of IRS & ERISA Regulations
Excellent interpersonal, relationship-building, negotiating, and problem-solving skills
Excellent verbal and written communication skills
Excellent presentation skills with the ability to communicate information to a broad audience
Exceptional attention to detail
Ability and motivation to work independently
Good leadership and time management skills
Good planning, organizational, and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
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