Job Description
Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:
Summary: This position provides direction to plan sponsors to design and maintain a qualified plan to meet client needs. Also serve as a technical resource for research and plan analysis projects for both internal and external clients.
Job Duties and Responsibilities: - Perform retirement plan administration and consulting.
- Administer qualified plans.
- Process participant distributions and loans.
- Reconcile trust assets and contributions.
- Perform non-discrimination and compliance testing.
- Calculate and allocate employer contributions.
- Consult with client regarding timely deposit/remittance of deferrals and employer contributions.
- File appropriate government forms.
- Form 5500, Form 5330, Form 8955-SSA, etc.
- Develop effective working relationships with clients and maintain timely client communications.
- Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor
- Comply with continuing education requirements; participate in professional organizations, independent study, etc.
- Integrate new knowledge and skills into daily work and share with colleagues as appropriate.
- Recognize opportunities for new business development
Qualifications: - Bachelor's degree in a specialized field such as accounting, business, finance, or other related field. Experience in lieu of degree will be considered.
- Minimum of three (3) to five (5) years of directly related work experience in the field of retirement plan administration and consulting.
- Possession of a QKA, APA, ERPA or CPA is a plus; FIS Relius Administration and PensionPro software experience preferred.
Skills: - Microsoft Office skills required.
- Effective oral, written, interpersonal and computer software skills.
- Proven organizational and problem-solving skills.
- Communicate interactively with team members and other support staff.
- A sense of urgency and a commitment to timely completion of projects.
- Attention to detail along with a commitment to quality and confidentiality.
- Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy.
What We Offer NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together! NFP is an inclusive Equal Employment Opportunity employer. NFP
Job Tags
Holiday work, Work experience placement,