Retirement Plan Education Specialist
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Job Description
Retirement education specialist delivering 401(k), 403(b), and financial wellness programs at NBT. Supporting participants, plan sponsors, and consultants through presentations, consultations, and analytics.
Responsibilities:
- Develop and deliver retirement plan education programs for Defined Contribution plans, including 401(k), 403(b), and other employer-sponsored retirement plans
- Conduct individual consultations, group presentations, enrollment meetings, webinars, workshops, and virtual learning sessions
- Adapt educational content and delivery methods for diverse participant populations and varying levels of retirement planning knowledge
- Partner with Retirement Plan Consultants, Relationship Managers, and Plan Sponsors to identify education needs and develop engagement strategies
- Serve as a resource for retirement plan education, participant communications, and financial wellness initiatives
- Evaluate participant engagement metrics, attendance data, survey feedback, and plan utilization trends
- Recommend enhancements to educational content and delivery strategies based on program findings
- Maintain and update participant education materials for regulatory requirements, plan provisions, industry best practices, and organizational standards
- Support technology-based education solutions that improve participant access and engagement
- Collaborate with internal stakeholders while maintaining confidentiality of participant and plan information
- Perform other duties and responsibilities as assigned
- Moderate travel to support education delivery and meetings
Requirements:
- Bachelor's degree and three (3) years’ experience in retirement plan services or equivalent combination of education and experience
- Experience in financial education, employee benefits, training, or a related field preferred
- Experience supporting Defined Contribution retirement plans preferred
- Strong verbal and written communication skills
- Excellent organizational and time management abilities
- Ability to effectively deliver educational content to diverse audiences and delivery methods
- Ability to communicate with clients, participants and business partners
- Strong analytical skills with the ability to evaluate participant engagement, plan utilization, and education outcomes
- Proficiency with technology used for training delivery and participant education
- Ability to explain complex retirement concepts clearly
- Strong presentation and facilitation skills
- Ability to thrive in a fast-paced and evolving environment
- Ability to develop participant education content and content for other plan services offered by EPIC RPS
- Sound problem-solving and decision-making skills
- Initiative, professionalism, and good judgment
- Proficiency with Microsoft Office Suite, virtual meeting platforms, financial wellness tools, and participant education technologies
- Ability to build and maintain relationships with plan sponsors, participants, and internal partners
- Commitment to delivering an exceptional participant experience
- Moderate travel required
- Valid driver's license and reliable transportation required
- Authorized to work for any employer in the United States; employment visa sponsorship is unavailable
Benefits:
- Generous paid time off: at least 22 days 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
- 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
- Paid sick and safe leave
- Wellness initiatives
- Flexible work arrangements
- Volunteer service and charitable partnerships
- Career development programs and tools
- Performance-based incentives
- Benefits for part-time employees working 20+ hours/week, including medical, dental, vision, voluntary benefits, and parental leave
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