Job Description

Who We Are Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 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. Essential Duties and Responsibilities Perform retirement plan administration and consulting with a block of clients ranging from 50-70 plans depending on complexity A-Z Plan Administration for block of defined contribution retirement plans Review, process and/or approve participant distribution and loan requests Reconcile trust assets and contributions Assist clients and participants with navigation of plan sponsor and participant secure recordkeeping portals Perform non-discrimination and compliance testing Calculate and allocate employer contributions Consult with client regarding timely deposit/remittance of deferrals and employer contribution Complete, review, provide audit support for and file appropriate government forms 5500, 5330, 8955-SSA, 1099-R, and related schedules Develop effective working relationships with clients, internal and external advisors, recordkeepers and auditors supporting those mutual client relationships Ensure clients adhere to Government filing and regulatory requirements Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor and their advisors and recordkeeping partners Review, analyze and summarize data in succinct, clear and written communication using Microsoft office tools to support our Advisors, Consultants and Plan Administrators Maintain and expand ERISA compliance and software knowledge 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 Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit Other duties as needed to support clients, team members, internal partners and external vendors, advisors and auditors Qualifications Bachelor’s degree in a specialized field such as business administration, business analytics, mathematical economics, finance, and/or other related fields of study. Experience in lieu of degree will be considered. Five (5) to Ten (10) years of directly related work experience in the field of retirement plan administration and consulting. Possession of professional credentialing including but not limited to: ASPPA Qualified 401k Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401k Consultant (QKC) and/or Qualified Pension Administrator (QPA) designations National Institute of Pension Administrators (NIPA) Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA) and/or Accredited Pension Representative (APR) Internal Revenue Service (IRS) Enrolled Retirement Plan Agent (ERPA) National Association of Pension Advisors (NAPA) Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) FT William Administration and PensionPro software experience preferred. Strong working knowledge of Microsoft Excel, Outlook, and Teams would be extremely beneficial to success in the position. Effective oral, written and interpersonal communication skills. What We Offer We\'re 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. The base salary range for this position is $64,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr NFP

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