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 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: We are seeking an experienced, energetic, multi-tasking full-time individual who will receive immediate responsibilities upon employment. In this position you must be dependable, organized and exceptionally attentive to detail.
Responsibilities include, but are not limited to:
- Daily and ongoing communication with plan sponsor and advisors
- Collection of annual census data and subsequent processing to produce appropriate client output, testing and contributions.
- Generate plan documents and complete plan amendments
- Interpret plan documents and IRS / DOL regulations
- Provide expertise, legislative technical support and plan design guidance for Defined Contribution and Defined Benefit Plans
- Ability to complete contribution calculations for all types of allocations
- Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy.
- Preparation of form 5500 and appropriate schedules for DB and DC Plans
- Calculate contributions and income for unincorporated businesses
- Complete quality control review process of output prior to client delivery
- Meet deadlines, both internal and regulatory, in the delivery of service
- Ability to review participant distribution and loan application
Preferred Qualifications:
- Working knowledge and proficiency of ERISA, IRS, DOL and PBGC Laws and recent regulations
- Prior pension experience preferred.
- Familiarity with cash balance and traditional defined benefit plans, defined contribution plans comparability allocations, DB-DC Combo
- Experience using FT William and PensionPro software a plus
- Experience with non-qualified, 457(b) and 457(f) plans a plus
- Excellent written and verbal communication skills
- Strong independent thinking and problem resolution skills
- Strong analytical, problem solving and communication skills
- Ability to work independently and multi-task
- Effective oral and written communication skills.
- Work in a team-oriented environment under minimal supervision
- Efficient use of Microsoft products including Word and Excel.
- Attention to detail and quality control required
- Bachelor degree in Mathematics, Actuarial Science, Accounting or Finance preferred
- Progress on actuarial exams a plus but not required.
- ASPPA designation required or obtained within 12 months of employment
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 $55,000 – $75,000. 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.
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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: We are seeking an experienced, energetic, multi-tasking full-time individual who will receive immediate responsibilities upon employment. In this position you must be dependable, organized and exceptionally attentive to detail.
Responsibilities include, but are not limited to:
- Daily and ongoing communication with plan sponsor and advisors
- Collection of annual census data and subsequent processing to produce appropriate client output, testing and contributions.
- Generate plan documents and complete plan amendments
- Interpret plan documents and IRS / DOL regulations
- Provide expertise, legislative technical support and plan design guidance for Defined Contribution and Defined Benefit Plans
- Ability to complete contribution calculations for all types of allocations
- Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy.
- Preparation of form 5500 and appropriate schedules for DB and DC Plans
- Calculate contributions and income for unincorporated businesses
- Complete quality control review process of output prior to client delivery
- Meet deadlines, both internal and regulatory, in the delivery of service
- Ability to review participant distribution and loan application
Preferred Qualifications:
- Working knowledge and proficiency of ERISA, IRS, DOL and PBGC Laws and recent regulations
- Prior pension experience preferred.
- Familiarity with cash balance and traditional defined benefit plans, defined contribution plans comparability allocations, DB-DC Combo
- Experience using FT William and PensionPro software a plus
- Experience with non-qualified, 457(b) and 457(f) plans a plus
- Excellent written and verbal communication skills
- Strong independent thinking and problem resolution skills
- Strong analytical, problem solving and communication skills
- Ability to work independently and multi-task
- Effective oral and written communication skills.
- Work in a team-oriented environment under minimal supervision
- Efficient use of Microsoft products including Word and Excel.
- Attention to detail and quality control required
- Bachelor degree in Mathematics, Actuarial Science, Accounting or Finance preferred
- Progress on actuarial exams a plus but not required.
- ASPPA designation required or obtained within 12 months of employment
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 $55,000 – $75,000. 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.
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NFP would like you to finish the application on their website.
