NFP, an Aon company · 2 weeks ago
Retirement Plan Specialist
Warrington, PA
Full-time
Onsite
New Grad, Entry Level
$54K/yr - $75K/yrNFP, an Aon company, is a recognized leader in Business Insurance and is dedicated to providing tailored solutions for retirement challenges. The Retirement Plan Specialist will ensure client satisfaction through exceptional service and support for non-qualified deferred compensation plans.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Hiring Manager
Katherine Kohut
Responsibilities
Accurately prepare daily transactions for trade file processing to meet daily cutoff times
Provide proactive customer communication with clients and peers regarding all aspects of service delivery and client transactions
Respond to client inquiries 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
Qualification
Required
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
Ability to work in a team environment
Ability to work in a fast-paced environment and possess a strong desire to learn and grow within the organization
Proficiency in Excel, Word and Outlook
Accurately prepare daily transactions for trade file processing to meet daily cutoff times
Provide proactive customer communication with clients and peers regarding all aspects of service delivery and client transactions
Respond to client inquiries 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
Preferred
Prior experience in retirement and/or 401(k) plans
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Founded in 1999
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase