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Consulting Service Specialist - EPIC

Company

NBT Bank

Location

United States, United States

Type

Full-time

Pay Range: $24.13 - $33.78



Responsible for complete administration of combo plan designs DB & DC including reporting, compliance testing and 5500 preparation. Keeps informed of new developments, policies, and legislation concerning qualified retirement Plans in order to proactively advise assigned Plan Sponsors.


Education and Experience:

+ Bachelor’s degree and 3 years’ experience in qualified plan compliance or plan administration services or equivalent combination of education and experience.

+ Experience with DB or ESOP administration is preferred.

+ ASPPA QKA or similar industry credential(s) preferred.


Skills and Abilities:

+ Ability to use research tools to obtain knowledge of and apply current regulations.

+ Ability to read and interpret plan documents, procedure manuals and basic workflow software.

+ Ability to write routine reports and correspondence.

+ Abi...

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