Retirement Plan Education Specialist

🔥 12 minutes ago

🌽 Illinois, Missouri – Remote

🌽 Illinois – Remote 🏰 Missouri – Remote

💵 $62.4k - $84.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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NBT Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1856

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

NBT Bank is a financial institution offering a wide range of banking services for personal, business, and wealth management needs. They provide products such as checking and savings accounts, home loans, personal loans, and credit cards. The bank also offers digital banking solutions, fraud prevention resources, and investment and insurance services. NBT Bank is FDIC-insured, ensuring customer deposits are backed by the U. S. government. It has a robust presence with multiple office locations, and it is involved in community activities and diverse initiatives. Additionally, NBT Bank offers specialized services like NBT Wealth Connection, NBT Retirement Plan Services, and government banking.

📋 Description

• Develop and deliver retirement plan education programs for Defined Contribution plans, including 401(k), 403(b), and other employer-sponsored retirement plans • Conduct individual consultations, group presentations, enrollment meetings, webinars, workshops, and virtual learning sessions • Adapt content and delivery methods for diverse participant populations and varying levels of retirement planning knowledge • Partner with Retirement Plan Consultants, Relationship Managers, and Plan Sponsors to identify education needs and develop engagement strategies • Serve as a resource for retirement plan education, participant communications, and financial wellness initiatives • Evaluate participant engagement metrics, attendance data, survey feedback, and plan utilization trends • Recommend improvements to educational content and delivery strategies based on program findings • Maintain and update participant education materials in alignment with regulatory requirements, plan provisions, industry best practices, and organizational standards • Support technology-based education solutions that improve participant access and engagement • Perform other duties and responsibilities as assigned

🎯 Requirements

• Bachelor's degree and three years’ experience in retirement plan services, or equivalent combination of education and experience • Experience in financial education, employee benefits, training, or a related field preferred • Experience supporting Defined Contribution retirement plans preferred • Strong verbal and written communication skills • Excellent organizational and time management abilities • Ability to deliver educational content to diverse audiences through varied delivery methods • Ability to communicate with clients, participants, and business partners • Strong analytical skills to evaluate participant engagement, plan utilization, and education outcomes • Proficiency with technology used for training delivery and participant education • Ability to explain complex retirement concepts clearly • Strong presentation and facilitation skills • Ability to develop participant education content and content about other plan services offered by EPIC RPS • Proficiency with Microsoft Office Suite, virtual meeting platforms, financial wellness tools, and participant education technologies • Ability to build and maintain relationships with plan sponsors, participants, and internal partners • Commitment to delivering an exceptional participant experience • Moderate travel required • Valid driver's license and reliable transportation required • Applicants must be authorized to work for any employer in the United States; employment visa sponsorship is unavailable

🏖️ Benefits

• Generous paid time off: At least 22 days annually, prorated in the year of hire • Six weeks of paid parental leave at 100% of salary • Comprehensive medical coverage with employer HSA contributions for High Deductible Health Plan participants • Dental and vision coverage • Flexible spending accounts for healthcare and dependent care expenses • Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage • Employer-paid basic life insurance, with optional supplemental coverage • Voluntary hospital, accident, and critical illness coverage • 401(k) plan with employer matching • Optional Roth 401(k) • Pension plan • Adoption assistance • Tuition reimbursement • Employee Assistance Program (EAP) • Pet insurance • Financial and banking services benefits and financial planning assistance • Flexible work arrangements • Wellness initiatives • Volunteer service and charitable partnerships • Development programs and career development tools • Competitive compensation and performance-based incentives • Part-time employee benefits as specified in the posting, including paid sick and safe leave

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