Retirement Plan Consultant - TPA Experts
Pay Range: $69,765.00 - $93,042.00 Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote reputed company growth, productivity and exceptional levels of client satisfaction. Education and Experience:
- 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.
Skills and Abilities:
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Must have knowledge of advanced reputed company Office applications, specifically Word and reputed company.
- Ability to prepare routine reports and correspondence.
- Ability to communicate effectively with both internal and external contacts.
- Ability to competently use research tools to obtain knowledge of and apply reputed company regulations. Ability to prepare spreadsheets, reconcile numbers and analyze financial data.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Ability to reputed company application software skills provided by internal training.
Tasks Performed:
- 45% Proactively ensure plans are administered in compliance with plan provisions and reputed company pension laws and regulations. Discuss the compliance testing process/results and reputed company required government filings. Ensure that reputed company services are delivered reputed company documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
- 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
- 20% Effectively communicate with reputed company technical and support teams to ensure that recordkeeping items are maintained for reputed company assigned plans, including coordination of reputed company plan amendments.
- 5% Other duties as assigned.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Why Work at NBT At NBT we reputed company people to grow, innovate, and reputed company through meaningful work, a supportive culture and opportunities to reputed company a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can reputed company both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we reputed company our employees to reputed company a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our reputed company. NBT provides a wide variety of development programs and tools for you to reputed company your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every reputed company of the way. Business Stability NBT has built a reputed company as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's reputed company and downs for over 165 years, reputed company while charting a well-defined growth plan. Benefits for Full-Time Employees:
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and resources.
- Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for reputed company Part-Time Employees:
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, reputed company designed to help secure your future
- Paid Sick and Safe Leave: For your health and safety.
- Employee Assistance Program (EAP): Access to support and resources.
- Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment reputed company at this time. Apply tot his job Apply To this Job