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Retirement Plan Officer/Consultant

Date Posted: Jun 12, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Rockford, Illinois, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 13, 2026
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Job Description

Overview

The Retirement Plan Officer/Consultant at Midland States Bank is responsible for developing and managing both qualified and non-qualified retirement plans, ensuring compliance with various regulations, and fostering relationships with employers. This role involves direct interaction with clients to service their retirement accounts and engage in business development opportunities.

Key responsibilities

  • Develops and manages retirement plans established by employers.
  • Ensures completion of IRS and DOL documents and amendments.
  • Communicates with internal specialists to manage employer relationships.
  • Conducts periodic reviews of account fee schedules.
  • Collaborates with clients to select appropriate investments.
  • Keeps updated on changes in ERISA and federal regulations.
  • Coordinates with specialists to conduct participant education meetings.
  • Maintains accurate account documentation and file management.
  • Participates in business development efforts for retirement plans.
  • Ensures compliance with regulations and internal policies.

Required skills

  • Bachelor's Degree in a relevant field.
  • 3-10 years of experience in retirement plan administration.
  • Knowledge of ERISA and federal regulations.
  • Experience in investment management.
  • Strong analytical skills for asset allocation.
  • Excellent written and verbal communication.
  • Ability to work in a fast-paced environment.
  • Attention to detail and accuracy.

What the company offers

  • Comprehensive healthcare benefits.
  • Well-being benefits.
  • Paid family leave.
  • Generous paid time off.
  • Employee Stock Purchase Plan.
  • 401K plan with company match.
  • Opportunity to participate in Non-Qualified Deferred Compensation plan.

Skills Required

Company Overview

Midland States Bank
Joliette, Illinois, United States of America
66 Current Jobs Openings

Midland States Bank has been serving its customers for over 140 years, focusing on personalized service and community empowerment. The bank is dedicated to innovation, optimizing its services to stay unique in the financial industry and ensuring a po... Read More

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