Retirement Plan Administrator
Hills Bank and Trust Company
Marion, IA, USA
20h ago


The primary responsibility of this position is to be accountable for the day-to-day administration of retirement accounts, using knowledge of bank practices, policies and organization as related to retirement accounts.


Account Administration : (100%)

  • Daily retirement plan accounting duties, including posting contributions, distributions, dividends, capital gains, loan payments, fees, census information and mutual fund trading.
  • Periodic ancillary accounting duties, including fee billings, reconciliation of accounts, investment return information and plan testing.
  • Assist in preparing materials for employer review meetings and employee educational meetings.
  • Assist with informational tax preparation including Form 5500s. 945s and 1099-Rs.
  • Assist with plan document maintenance, including adoption agreements, Summary Plan Descriptions, Retirement Plan Service Agreements and Investment Policy Statements.
  • Provide excellent customer service when employees and employers have questions.
  • Work closely with company human resource department and payroll specialists in order to develop and maintain a positive customer relationship.
  • Assist in annual account review process.
  • Oversee tax coding on accounts, have a general knowledge of tax rules and review tax reporting to customers.
  • Maintain proper investment direction in all accounts in accordance with either participant elections or investment policy statements for pooled or managed accounts.
  • Establish and promote personal and departmental reputation for exemplary customer service.
  • Consistently display professionalism and a positive attitude toward co-workers, customers, prospects and centers of influence within our trade area.

  • High School Diploma or equivalent required

    Full-time ; Monday through Friday (8 : 00 am -5 : 00 pm) Average of 40 hours / week.


    Report this job

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form