[Hiring] TPA Retirement Plan Consultant @NBT Bank

Role Description

Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.

Qualifications

• 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.

Requirements

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• 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.

Tasks Performed

• 45% 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.
• 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• 20% 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.
• 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.

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.

Benefits for Part-Time Employees Working 20+ Hours/Week

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All 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, all 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 banking services benefits and financial planning assistance.