Retirement Plan Consultant - TPA/DPS

NBT Bank; New York (NY); On-site; USD 71,000 - 95,000; Full time

Benefits offered by this job

Generous paid time off

Parental leave

Comprehensive medical coverage

Dental and vision coverage

401(k) with employer matching

Tuition reimbursement

Job summary

NBT Bank is seeking a records and pension services professional to manage an assigned book of business, ensuring compliance with plan provisions and pension laws. You will prepare routine reports, communicate with clients and sponsors, and support day-to-day project management.

The role emphasizes strong Microsoft Office skills, data analysis, and ability to work with internal teams to deliver high-quality service.

Qualifications

• Associate degree and two years' experience, or equivalent combination of education and experience.
• ASPPA or other industry designations preferred.

Responsibilities

• Proactively ensure plans are administered in compliance with plan provisions and pension laws.
• Daily report monitoring and management with documentation of client communications.
• Coordinate with technical and support teams to maintain recordkeeping items for all plans.

Skills

Advanced Excel

Word

Analytical thinking

Effective communication

Regulatory research

Education

Associate degree

Tools

ASPPA CEBS

Job description

Pay Range: $71,160.00 - $94,903.00Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.Education and Experience:Associate degree and two (2) years' experience, or equivalent combination of education and experience. ASPPA or other industry designations (such as NIPA or CEBS) preferred.Skills and Abilities: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.Tasks Performed:45% 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.30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.20% 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.5% Other duties as assigned.Physical Requirements:Communicate effectively with internal and/or external customersStationary 75% of time or greaterMove Objects to Maximum 10 lbsWhy Work at NBTAt NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.WellbeingAt NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.Community InvolvementNBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.CultureNBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.Career DevelopmentWhether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.Total RewardsNBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.Business StabilityNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.Benefits for Full-Time Employees: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.Pet Insurance: For all your furry friends.Financial and Banking Services: Various banking services benefits and financial planning assistance.Benefits for Part-Time Employees Working 20+ Hours/Week:Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.Dental and Vision Coverage: Ensuring your overall health and well-being.Voluntary Benefits: Including hospital, accident, and critical illness coverage.Generous Parental Leave: Six weeks of paid leave at 100% of your salary.Benefits for All Part-Time Employees:Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your futurePaid Sick and Safe Leave: For your health and safety.Employee Assistance Program (EAP): Access to support and resources.Financial and Banking Services: Various banking services benefits and financial planning assistance.Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.