NBT Bank · 1 month ago
TPA Retirement Plan Consultant
United States
Full-time
Remote
Entry Level
$70K/yr - $93K/yr
2+ years expNBT Bank is a stable financial institution that empowers people to grow and innovate through meaningful work. The TPA Retirement Plan Consultant will deliver client service for recordkeeping, administration, and servicing of assigned books of business to promote revenue growth and exceptional levels of client satisfaction.
BankingFinancial Services
No H1B
Responsibilities
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
Qualification
Required
Associate degree and two (2) years' experience, or equivalent combination of education and experience
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
Preferred
ASPPA or other industry designations (such as NIPA or CEBS)
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.
Financial and Banking Services: Various benefits and financial planning assistance.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
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