Retirement Plan Consultant – TPA/DPS
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Job Description
Retirement Plan Consultant administering recordkeeping, compliance, and pension plan services for NBT, a stable financial institution. Supporting clients, regulatory filings, reporting, and plan amendments.
Responsibilities:
- Deliver client service for recordkeeping, administration, and servicing of an assigned book of business
- Promote revenue growth, productivity, and exceptional client satisfaction
- Ensure plans are administered in compliance with plan provisions and current pension laws and regulations
- Discuss compliance testing processes and results and required government filings
- Ensure services meet documented service standards through timely communication with clients, plan sponsors, advisors, internal teams, and day-to-day contacts
- Monitor and manage daily reports
- Document pertinent client communication
- Provide internal and external project management support
- Communicate with technical and support teams to maintain recordkeeping items for assigned plans
- Coordinate plan amendments
- Perform other duties as assigned
- Communicate effectively with internal and/or external customers
- Remain stationary for 75% or greater of the time
- Move objects weighing up to 10 lbs
Requirements:
- Associate degree and two (2) years' experience, or equivalent combination of education and experience
- ASPPA or other industry designations such as NIPA or CEBS preferred
- Knowledge of advanced Microsoft Office applications, specifically Word and Excel
- Ability to solve practical problems and deal with a variety of concrete variables where limited standardization exists
- Ability to prepare routine reports and correspondence
- Ability to communicate effectively with internal and external contacts
- Ability to use research tools to obtain and apply current regulations
- Ability to prepare spreadsheets, reconcile numbers, and analyze financial data
- Ability to interpret written, oral, diagram, or schedule-based instructions
- Ability to develop application software skills through internal training
- Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
Benefits:
- At least 22 days of paid time off annually, prorated in the year of hire
- Six weeks of paid parental leave at 100% of salary
- Comprehensive medical coverage with employer HSA contributions for High Deductible Health Plan participants
- Dental and vision coverage
- Flexible spending accounts for healthcare and dependent care expenses
- Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage
- Employer-paid basic life insurance, with optional supplemental coverage
- Voluntary hospital, accident, and critical illness coverage
- 401(k) plan with employer matching
- Optional Roth 401(k)
- Pension plan
- Adoption assistance
- Tuition reimbursement
- Employee Assistance Program (EAP)
- Pet insurance
- Financial and banking services benefits and financial planning assistance
- Wellness initiatives
- Flexible work arrangements
- Development programs and career development tools
- Performance-based incentives
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