Retirement Plan Education Specialist

Pay Range: $62,375.00 - $84,870.79

The Retirement Plan Education Specialist develops and delivers retirement education programs for Defined Contribution (DC) plans, including 401(k), 403(b), and other employer-sponsored retirement plans. Through group presentations, webinars, virtual and in-person meetings, and individualized consultations, this role helps participants improve retirement readiness and make informed financial decisions. The specialist collaborates with Retirement Plan Consultants, Relationship Managers, Plan Sponsors and internal stakeholders to enhance education strategies, increase participant engagement, and provide trusted guidance while maintaining confidentiality of participant and plan information.

Education and Experience:

• Bachelor's degree and three (3) 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.
  

Skills and Abilities:

• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Ability to effectively deliver educational content to diverse audiences and delivery methods.
• Ability to communicate with clients, participants and business partners.
• Strong analytical skills with the ability 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 in a clear and understandable manner.
• Strong presentation and facilitation skills.
• Ability to thrive in a fast-paced and evolving environment.
• Ability to develop content centered around participant education and other plan services offered by EPIC RPS.
• Sound problem-solving and decision-making skills.
• Demonstrates initiative, professionalism, and good judgment.
• Proficiency with Microsoft Office Suite, virtual meeting platforms, financial wellness tools, and participant education technologies.
• Ability to build and maintain strong relationships with plan sponsors, participants, and internal partners.
• Commitment to delivering an exceptional participant experience.

Unique Job Characteristics and Requirements

• Moderate travel required.
• Valid driver's license and reliable transportation required.

Tasks Performed:

• 35% - Participant Education Delivery - Develops and delivers retirement plan education programs through individual consultations, group presentations, enrollment meetings, webinars, workshops, and virtual learning sessions. Adapts content and delivery methods to meet the needs of diverse participant populations and varying levels of retirement planning knowledge.
• 25% - Client and Consultant Partnership - Partners with Retirement Plan Consultants, Relationship Managers, and Plan Sponsors to identify participant education needs and develop engagement strategies that support plan objectives. Serves as a resource for retirement plan education, participant communications, and financial wellness initiatives.
• 20% - Program Evaluation and Improvement - Evaluates participant engagement metrics, attendance data, survey feedback, and plan utilization trends to assess program effectiveness. Uses insights and findings to recommend enhancements to educational content and delivery strategies.
• 15% - Educational Materials and Technology Support - Maintains and updates participant education materials to ensure alignment with regulatory requirements, plan provisions, industry best practices, and organizational standards. Supports technology-based education solutions that improve participant access and engagement.
• 5% - Performs other duties and responsibilities as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of the time or greater
• Move objects up to a maximum of 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. 

Wellbeing 

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. 

Community Involvement 

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. 

Culture 

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. 

Career Development 

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. 

Total Rewards 

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.   

Business Stability 

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family. 

• Tuition Reimbursement: Invest in your education and career growth. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Pet Insurance: For all your furry friends.

• Financial and Banking Services: Various banking services benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Generous Parental Leave: Six weeks of paid leave at 100% of your salary. 

Benefits for All Part-Time Employees: 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

• Paid Sick and Safe Leave: For your health and safety. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.