NFP, an Aon company
Retirement Plan Administrator
NFP, an Aon company, Austin, Texas, us, 78716
PLANA012109_2
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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: .
Summary of Role:
As a Retirement Plan Administrator, you will provide expert guidance to plan sponsors, helping them design and maintain qualified plans that align with clients' needs and regulatory requirements. This role requires serving as a technical resource for comprehensive research and plan analysis projects, supporting both internal teams and external clients with detailed plan insights and compliance expertise. The ideal candidate excels in delivering high-quality consultation and proactively supports clients in achieving effective, sustainable retirement solutions.
Essential Duties And Responsibilities
Perform retirement plan administration and consultingAdminister qualified plansProcess participant distributions and loansReconcile trust assets and contributionsPerform non-discrimination and compliance testingCalculate and allocate employer contributionsConsult with client regarding timely deposit/remittance of deferrals and employer contributionsFile appropriate government formsForm 5500, Form 5330, Form 8955-SSA, etcDevelop effective working relationships with clients and maintain timely client communicationsAssist with drafting of prototype plan documents and amendments that meet requirements of plan sponsorComply with continuing education requirements; participate in professional organizations, independent study, etcIntegrate new knowledge and skills into daily work and share with colleagues as appropriateRecognize opportunities for new business development
Knowledge, Skills, And/or Abilities
Microsoft Office skills requiredEffective oral, written, interpersonal and computer software skillsProven organizational and problem-solving skillsCommunicate interactively with team members and other support staffA sense of urgency and a commitment to timely completion of projectsAttention to detail along with a commitment to quality and confidentialityDemonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy
Education And/or Experience
Bachelor's degree in a specialized field such as accounting, business, finance, or other related field. Experience in lieu of degree will be consideredMinimum of three (3) to five (5) years of directly related work experience in the field of retirement plan administration and consulting
Certificates, Licenses, Registration
Possession of a QKA, APA, ERPA or CPA is a plus; FIS Relius Administration and PensionPro software experience preferred
What We Offer
NFP is 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.
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 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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: .
Summary of Role:
As a Retirement Plan Administrator, you will provide expert guidance to plan sponsors, helping them design and maintain qualified plans that align with clients' needs and regulatory requirements. This role requires serving as a technical resource for comprehensive research and plan analysis projects, supporting both internal teams and external clients with detailed plan insights and compliance expertise. The ideal candidate excels in delivering high-quality consultation and proactively supports clients in achieving effective, sustainable retirement solutions.
Essential Duties And Responsibilities
Perform retirement plan administration and consultingAdminister qualified plansProcess participant distributions and loansReconcile trust assets and contributionsPerform non-discrimination and compliance testingCalculate and allocate employer contributionsConsult with client regarding timely deposit/remittance of deferrals and employer contributionsFile appropriate government formsForm 5500, Form 5330, Form 8955-SSA, etcDevelop effective working relationships with clients and maintain timely client communicationsAssist with drafting of prototype plan documents and amendments that meet requirements of plan sponsorComply with continuing education requirements; participate in professional organizations, independent study, etcIntegrate new knowledge and skills into daily work and share with colleagues as appropriateRecognize opportunities for new business development
Knowledge, Skills, And/or Abilities
Microsoft Office skills requiredEffective oral, written, interpersonal and computer software skillsProven organizational and problem-solving skillsCommunicate interactively with team members and other support staffA sense of urgency and a commitment to timely completion of projectsAttention to detail along with a commitment to quality and confidentialityDemonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy
Education And/or Experience
Bachelor's degree in a specialized field such as accounting, business, finance, or other related field. Experience in lieu of degree will be consideredMinimum of three (3) to five (5) years of directly related work experience in the field of retirement plan administration and consulting
Certificates, Licenses, Registration
Possession of a QKA, APA, ERPA or CPA is a plus; FIS Relius Administration and PensionPro software experience preferred
What We Offer
NFP is 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.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.