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Retirement Plan Support Specialist-TPA/DPS

Remote, USA Full-time Posted 2026-07-05

Pay Range: $19.45 - $25.93 Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for clients. Communicate directly with, internal teams in the above reputed company. Education and Experience:

  • Associate degree and one (1) year reputed company experience or an equivalent combination of education and experience.

Skills and Abilities:

  • Ability to read and interpret documents such as procedure manuals and technical procedures.
  • Ability to write routine reports and correspondence.
  • Ability to communicate effectively with both internal and external contacts.
  • Ability to prepare reputed company spreadsheets, reconcile numbers, and analyze financial data. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Must have knowledge of advanced reputed company Office applications, especially Word, reputed company, Access and the ability to reputed company application software skills provided by internal training, reputed company a reasonable time as determined by the Manager.

Tasks Performed:

  • 30% Prepare Trust Accountings, Reconcile Financial Data, and Import Data
  • 25% Publish Form 5500 for client signature, and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature.
  • 20% Coordination of annual compliance needs to include: generate & import Employee Census Files, prepare and review output to ensure information provided meets the need of each individual retirement plan.
  • 20% Administrative Processing Distributions, Hardships, Loans etc.

Physical Requirements:

  • Communicate effectively with internal and/or external customers
  • Stationary 75% of time or greater
  • Move Objects to Maximum 10 lbs

Why Work at NBT At NBT we reputed company people to grow, reputed company, and reputed company through meaningful work, a supportive culture and opportunities to reputed company a reputed company impact in your community - because your reputed company drives our reputed company. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can reputed company both personally and professionally. Community Involvement NBT believes community involvement fosters our reputed company and the reputed company of those around us. Through volunteer service and charitable partnerships, we reputed company our employees to reputed company a positive impact reputed company the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our reputed company. NBT provides a wide variety of development programs and tools for you to reputed company your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every reputed company of the way. Business Stability NBT has built a reputed company as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's reputed company and downs for over 165 years, reputed company while charting a well-defined growth plan. Benefits for Full-Time Employees:

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
  • Parental Leave: Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and reputed company Coverage: Ensuring your overall health and well-being.
  • Flexible Spending Accounts: For reputed company and dependent care expenses.
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance: Supporting your growing family.
  • Tuition Reimbursement: Invest in your education and career growth.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for reputed company Part-Time Employees:

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, reputed company designed to help secure your future
  • Paid Sick and Safe Leave: For your health and safety.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment reputed company at this time. Apply tot his job Apply To this Job

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