NFP, an Aon company, is a recognized leader in providing consultative solutions for workforce and retirement challenges. They are seeking a Retirement Plan Specialist responsible for ensuring client satisfaction through exceptional customer service and comprehensive administrative support for retirement plans.
Responsibilities
- Accurately prepare daily transactions for trade file processing to meet daily cutoff times
- Responsible for proactive communication with clients and peers regarding all aspects of service delivery and client transactions
- Respond to client inquires in a prompt and professional manner
- Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiring additional research and analysis
- Ensure all plan activity is in compliance with plan documents and applicable regulations
- Perform other duties as required
Skills
- Bachelor's degree in accounting, business or mathematics, or equivalent background and experience
- Detail oriented with demonstrated problem solving skills
- Strong oral and written communication skills
- Superior communication and interpersonal skills
- Ability to work in a team environment, and possess a strong desire to learn and grow within the organization
- Proficiency in Excel, Word and Outlook
- Prior experience with retirement and/or 401(k) plans
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. It was founded in 1999, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is http://www.nfp.com.Company H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships, with 7 in 2025, 2 in 2024, 4 in 2023, 10 in 2022, 3 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.