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Assistant Director- ERISA / Trust & Custody Consulting
Pay$123000.00 - $167000.00 / year
LocationDes Moines/Iowa
Employment typeFull-Time
This job is now closed
Job Description
- Req#: 42597
Employer Industry: Financial Services
Why Consider this Job Opportunity:
- Salary up to $167,000
- Opportunity for career advancement and growth within the organization
- Flexible Time Off (FTO) program
- Pension eligibility
- In-office, hybrid, and remote work arrangements available
- Purpose-led firm focused on making financial security accessible to all
What to Expect (Job Responsibilities):
- Provide substantive technical advice on fiduciary, regulatory, and operational matters related to non-qualified plans and trust and custody accounts
- Maintain and support a suite of client agreements and forms
- Serve as a resource for identifying and communicating legislative, regulatory, and compliance issues
- Evaluate the impact of changes in laws and regulations on retirement plans and trust accounts
- Educate internal staff on changes in laws and regulations
What is Required (Qualifications):
- Bachelor's degree or 8+ years equivalent experience
- 10+ years of retirement plan and/or trust and custody experience OR 4+ years employee retirement plan and/or trust and custody experience with a JD degree
- JD strongly preferred
- Working knowledge of IRS and DOL correction programs
- Strong analytical, problem-solving, negotiation, interpersonal, verbal, and written communication skills
How to Stand Out (Preferred Qualifications):
- In-depth knowledge of qualified and non-qualified retirement document provisions
- Expertise in statutory and regulatory law within ERISA and the Internal Revenue Code
- Strong analytical and problem-solving skills
#FinancialServices #RetirementPlanning #Compliance #OpportunityForGrowth #FlexibleWorkArrangements
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