NBT Bank · 4 hours ago

Retirement Plan Compliance Consultant

Remote - Missouri

Full-time

Remote

Entry Level

$85K/yr - $114K/yr

2+ years exp

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BankingFinancial Services

No H1B

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Responsibilities

Prepare compliance tests and year end packages including: review of plan eligibility requirements and determination of eligible participants; review of plan allocation conditions and calculation of requested contributions and forfeiture allocations; ADP/ACP nondiscrimination, 415 annual additions, 416 Top Heavy, and 410(b) coverage tests.

Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.

Research and resolve testing issues and questions. Collaborate with other departments when needed to resolve issues.

Prepare balance forward participant valuations (monthly, quarterly, annually).

Assist other teams as needed.

Other duties as assigned.

Qualification

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