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Retirement Plan Officer/Consultant

Date Posted: May 17, 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: Jun 17, 2026
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Job Description

Overview

The Retirement Plan Officer/Consultant at Midland States Bank will develop and manage qualified and non-qualified retirement plans, engaging with employers and ensuring compliance with regulations. This role emphasizes client relationship management, service delivery, and business development within retirement planning.

Key responsibilities

  • Develop and manage various retirement plans including 401(k), 403(b), and defined benefit plans.
  • Interact with employers and their centers of influence through meetings and correspondence.
  • Ensure compliance with IRS and DOL regulations.
  • Manage relationships with a diverse book of retirement plan accounts.
  • Conduct periodic reviews of account fee schedules.
  • Select investment line-ups and conduct fund analysis with clients.
  • Stay updated on changes in laws affecting retirement plans.
  • Consult with clients on plan designs to meet their goals.
  • Coordinate annual compliance testing with Retirement Plan Administrator.
  • Participate in business development and marketing efforts for retirement plans.

Required skills

  • Bachelor's Degree
  • 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
  • Understanding of fixed income, equity, and alternative investments
  • Excellent written and verbal communication
  • Professionalism and customer service skills
  • Ability to work in a fast-paced environment
  • Attention to detail

What the company offers

  • Comprehensive healthcare and well-being benefits
  • Paid family leave and generous paid time off
  • Banking perks and Employee Stock Purchase Plan
  • 401K plan with company match
  • Short-term and long-term incentive opportunities

Skills Required

Company Overview

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

Midland States Bank is proud to have served its customers for over 140 years, focusing on a personalized approach to meet customer needs. The bank invests in its employees and communities, innovating and optimizing services to provide reliable and he... Read More

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