WHO WE ARE:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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: https://www.NFP.com.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Strong attention to detail and organizational skills.
• Excellent communication and client service skills.
• Proficiency in Microsoft Excel and experience with recordkeeping platforms (e.g., FT William, Ascensus, Vanguard, Empower) is a plus.

EDUCATION AND/OR EXPERIENCE:

• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field preferred.
• 2+ years of experience in retirement plan administration or financial services, preferably within a TPA environment.
• Working knowledge of 401(k), 403(b), and other qualified retirement plans.
• Familiarity with ERISA, IRS, and DOL regulations related to plan transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Coordinate and process participant transactions including: Distributions (terminations, hardship withdrawals, RMDs), Loans (issuance, repayments, defaults), Rollovers and plan-to-plan transfers, Contributions and funding allocations.
• Review transaction requests for completeness, accuracy, and compliance with plan documents and regulatory guidelines.
• Communicate with clients, recordkeepers, and custodians to resolve transaction discrepancies or delays.
• Track transaction timelines and follow up to ensure service level agreements (SLAs) are met.
• Maintain accurate documentation and audit trails for all processed transactions.
• Assist with plan onboarding and termination processes, including asset transfers and final distributions.
• Support year-end compliance testing and Form 5500 preparation by ensuring transaction data integrity.
• Identify process improvement opportunities and contribute to SOP development.