NBT Bank · 2 hours ago
Retirement Plan Compliance Consultant
Remote - Missouri
Full-time
Remote
Entry Level
$85K/yr - $114K/yr
2+ years exp
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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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Required
Associates degree and two (2) years’ experience or equivalent combination of education and experience.
Ability to interpret documents such as retirement adoption agreements, program manuals, and government instructions and guidance.
Advanced math skills including the ability to apply concepts such as fractions, percentages, and ratios.
Demonstrated knowledge of advanced Microsoft Office applications.
Ability to work independently and balance multiple tasks.
Ability to develop application software skills provided by internal training.
Communicate effectively with internal and/or external customers.
Stationary 75% of time or greater.
Move Objects to Maximum 10 lbs.
Preferred
ASPPA or other industry designations (such as NIPA or CEBS)
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
Recent News
Hartford Business Journal
2024-10-11
Vermont Business Magazine
2024-05-05
Vermont Business Magazine
2024-05-05
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