NBT Bank

#FocusedOnWhatMatters

Retirement Plan Consultant

ConsultantConsultantFull TimeRemoteTeam 1,001-5,000Since 1856H1B No SponsorCompany SiteLinkedIn

Location

Connecticut + 4 moreAll locations: Connecticut, Illinois, New Hampshire, New York, Ohio

Posted

11 days ago

Salary

$71.2K - $94.9K / year

Associate Degree2 yrs expExperience acceptedEnglish

Job Description

• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. • Discuss the compliance testing process/results and all required government filings. • Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts. • Daily report monitoring and management, document pertinent client communication and provide internal and external project management support. • Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments. • Other duties as assigned.

Job 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.
  • 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 Microsoft Office applications, specifically Word and Excel.
  • 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 current 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 develop application software skills provided by internal training.

Benefits

  • 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.
  • Pet Insurance : For all your furry friends.
  • Financial and Banking Services : Various banking services benefits and financial planning assistance.

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