Responsibilities
- Obtain, review, and process retirement plan paperwork for new client setup within established deadlines
- Lead retirement plan implementation and onboarding activities from initial sale through successful launch
- Conduct implementation calls with plan sponsors, financial advisors, recordkeepers, and payroll providers
- Coordinate asset transfers, rollovers, trust establishment, and related setup activities with custodians and recordkeepers
- Enter and maintain data within NPPG's CRM and retirement plan administration systems
- Perform web-based and proprietary system administration
- Ensure implementation milestones are completed accurately and on schedule
- Transition plans to ongoing administration teams with complete and accurate handoff documentation
- Provide exemplary customer service by promptly addressing inquiries and resolving issues
- Coordinate new account setup with advisors, providers, and internal stakeholders
- Create, update, and submit reports, management logs, and implementation tracking documentation
- Address and resolve prospect and financial advisor inquiries
- Collaborate with internal teams and external vendors to facilitate successful plan implementations
- Participate in special projects, process improvements, and departmental initiatives
Required Qualifications
- Applicants with direct retirement plan TPA experience will be given strong preference.
- Minimum 2 years of retirement plan implementation, onboarding, administration, or recordkeeping experience with a Third-Party Administrator (TPA) required
- Alternatively, 3+ years of retirement plan experience within financial services or retirement plan recordkeeping
- Strong understanding of qualified retirement plans and implementation processes
- Proficiency with Microsoft Office Suite applications, especially Excel
- Exceptional attention to detail and commitment to accuracy
- Excellent analytical, organizational, and critical thinking skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Excellent verbal and written communication skills
- Ability to work independently while collaborating across teams
Preferred Qualifications
- Working knowledge of ERISA, IRS, and Department of Labor regulations related to qualified retirement plans
- Experience implementing 401(k), Profit Sharing, Defined Benefit, MEP, or PEP plans
- Knowledge of and/or experience supporting ERISA Section 3(16) fiduciary services, including retirement plan administration, compliance oversight, fiduciary responsibilities, and participant communications
- Experience working with multiple retirement plan recordkeeping platforms
- Experience with FT Williams, PensionPro, or similar TPA administration software
- ASPPA, NIPA, ERPA, QKA, QPA, TGPC, or other industry credentials preferred
- Bachelor's degree or applicable experience
Why Join NPPG?
- Fully remote opportunity available anywhere in the United States
- Competitive compensation commensurate with experience, qualifications, and retirement plan industry expertise
- Comprehensive benefits package
- Career advancement opportunities within a growing national organization
- Collaborative, team-oriented culture with experienced retirement plan professionals
- Exposure to a diverse client base and a broad range of retirement plan designs
- Opportunity to make a meaningful impact while continuing to expand your retirement plan expertise
- Stable, established firm with a reputation for exceptional client service and long-term client relationships
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
Work Location: Remote
