Retirement Plan Administrator - Military Veterans
at NFP
NFP Corp
To apply for this position please CLICK HERE
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: https://www.NFP.com.
Summary of Role: As a Retirement Plan Administrator, you will provide expert guidance to plan sponsors, helping them design and maintain qualified plans that align with clients' needs and regulatory requirements. This role requires serving as a technical resource for comprehensive research and plan analysis projects, supporting both internal teams and external clients with detailed plan insights and compliance expertise. The ideal candidate excels in delivering high-quality consultation and proactively supports clients in achieving effective, sustainable retirement solutions.
Essential 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
Knowledge, Skills, and/or Abilities:
- 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.
Education and/or Experience:
- 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.
Certificates, Licenses, Registration:
- Possession of a QKA, APA, ERPA or CPA is a plus; FIS Relius Administration and PensionPro software experience preferred.
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 is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.
Charlotte, NC
Who We Are
NFP, an Aon Company, is a multi-year 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: https://www.NFP.com.
Our teams strive to embody excellence in everything we do – and we’re proud to be recognized for it. Our vision isn’t all about the numbers. But we’ve found that our reputation as an exceptional provider of personal and corporate consultative services hasn’t gone unnoticed. We’re proud to say we’re the:
- #7 Largest benefits broker by global revenue, Business Insurance
- #8 Best place to work in insurance, Business Insurance
- #8 Commercial lines agency, Insurance Journal
- #10 Largest property & casualty agency, Insurance Journal
- #13 Personal lines agency, Insurance Journal
- #13 Global insurance broker, Best's Review
- #13 Largest broker of US business, Business Insurance
We’re also 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.