Senior Retirement Plan Administrator

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🖥️ Administration

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C&N

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1864

🏦 Banking

💸 Finance

Banking • Finance

C&N is a regional bank offering a full range of personal and business financial services across Pennsylvania and New York. The bank provides checking and savings accounts, CDs, mortgages, home equity and personal loans, credit cards, commercial and agricultural lending, merchant services, online and mobile banking, and payment solutions. C&N also offers wealth management, investment and retirement planning, trust and fiduciary services, insurance products, and financial education and community-focused programs.

📋 Description

• Client Relationship Management: Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support. • Retirement Plan Administration: Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy. • Compliance & Regulatory Oversight: Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness. • Business Development & Relationship Growth: Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants. • Participant Education & Support: Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans.

🎯 Requirements

• Education & Experience – You will need a bachelor's degree AND one 4-6 years of related experience and/or training OR an equivalent combination of education and experience. • Recommended Certifications – Securities Registration Qualified 401(k) ASPPA Administrator

🏖️ Benefits

• Paid Time Off : Generous vacation, personal, sick, family sick, and community service leave. • Retirement Savings : 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP). • Health & Wellness : Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage. • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care. • Employer-paid life and disability insurance. • Additional voluntary coverages to meet your unique needs. • Career Development : Access to education and development programs and ongoing support for personal and professional growth.