NFP, an Aon company · 2 weeks ago
Retirement Plan Administrator
Wayne, PA
Full-time
Onsite
Mid Level
$55K/yr - $75K/yrNFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Retirement Plan Administrator. The role involves managing communications with plan sponsors, processing census data, generating plan documents, and providing regulatory compliance support for retirement plans.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Daily and ongoing communication with plan sponsor and advisors
Collection of annual census data and subsequent processing to produce appropriate client output, testing and contributions
Generate plan documents and complete plan amendments
Interpret plan documents and IRS / DOL regulations
Provide expertise, legislative technical support and plan design guidance for Defined Contribution and Defined Benefit Plans
Ability to complete contribution calculations for all types of allocations
Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy
Preparation of form 5500 and appropriate schedules for DB and DC Plans
Calculate contributions and income for unincorporated businesses
Complete quality control review process of output prior to client delivery
Meet deadlines, both internal and regulatory, in the delivery of service
Ability to review participant distribution and loan application
Qualification
Required
Dependable, organized and exceptionally attentive to detail
Ability to complete contribution calculations for all types of allocations
Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy
Preparation of form 5500 and appropriate schedules for DB and DC Plans
Calculate contributions and income for unincorporated businesses
Complete quality control review process of output prior to client delivery
Meet deadlines, both internal and regulatory, in the delivery of service
Ability to review participant distribution and loan application
ASPPA designation required or obtained within 12 months of employment
Preferred
Working knowledge and proficiency of ERISA, IRS, DOL and PBGC Laws and recent regulations
Prior pension experience preferred
Familiarity with cash balance and traditional defined benefit plans, defined contribution plans comparability allocations, DB-DC Combo
Experience using FT William and PensionPro software a plus
Experience with non-qualified, 457(b) and 457(f) plans a plus
Excellent written and verbal communication skills
Strong independent thinking and problem resolution skills
Strong analytical, problem solving and communication skills
Ability to work independently and multi-task
Effective oral and written communication skills
Work in a team-oriented environment under minimal supervision
Efficient use of Microsoft products including Word and Excel
Attention to detail and quality control required
Bachelor degree in Mathematics, Actuarial Science, Accounting or Finance preferred
Progress on actuarial exams a plus but not required
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Founded in 1999
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase