Retirement Plan Advisor

NBT Bank; Wisconsin; On-site; USD 71,000 - 95,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave

Medical Coverage

Dental and Vision Coverage

401(k) with employer matching

Tuition Reimbursement

Job summary

NBT Bank is seeking a pension plan administrator to deliver client service for recordkeeping and administration of a book of business, driving revenue growth and client satisfaction. The role emphasizes compliance with pension laws and collaboration with sponsors, advisors, and internal teams.

Qualifications include an associate degree with two years’ experience, and ASPPA or similar designations are preferred.

Qualifications

• Associate degree with two years' experience or equivalent.
• ,
• ASPPA or other industry designations preferred.

Responsibilities

• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations.
• Monitor daily reports and provide project management support.
• Coordinate plan amendments with technical and support teams.
• Perform other duties as assigned.

Skills

Advanced Excel

Report writing

Effective communication

Regulatory research

Spreadsheet analysis

Software training

Education

Associate degree and 2 years experience

Tools

Microsoft Office

Job description

NBT Bank is seeking a pension plan administrator to deliver client service for recordkeeping and administration of a book of business, driving revenue growth and client satisfaction. The role emphasizes compliance with pension laws and collaboration with sponsors, advisors, and internal teams.

Qualifications include an associate degree with two years’ experience, and ASPPA or similar designations are preferred.