Implementation Specialist - Retirement Plans

NPPG

(Remote / Shrewsbury NJ)

Join a Growing National TPA Where Your Expertise Makes an Immediate Impact

NPPG is seeking an experienced Implementation Specialist to join our growing Retirement Plan Services team. This position is available fully remote anywhere in the United States or at our corporate headquarters in Shrewsbury, New Jersey.

If you have retirement plan implementation, onboarding, or recordkeeping experience within a Third-Party Administrator (TPA) environment and are looking for an opportunity to expand your career with an established, nationally recognized firm, we'd like to speak with you.

At NPPG, you'll work alongside respected retirement plan professionals, advisors, and industry partners while helping retirement plans successfully transition from sale to service. You'll play a highly visible role, directly influencing client satisfaction, operational success, and long-term relationships.

This is an excellent opportunity for a TPA professional seeking greater career growth, increased responsibility, a collaborative culture, and the flexibility of a remote work environment.

Position Summary

The Implementation Specialist is critical to the success of NPPG's Retirement Plan Services team. This individual is responsible for onboarding new employer-sponsored retirement plans and ensuring a smooth, compliant transition from plan design to operational launch.

The role serves as the primary coordinator between plan sponsors, advisors, recordkeepers, payroll providers, custodians, and internal teams to implement qualified retirement plans accurately, efficiently, and in accordance with IRS and ERISA requirements while delivering exceptional client experience.

Salary: Competitive compensation commensurate with experience, qualifications, and retirement plan industry expertise.

Responsibilities

Obtain, review, and process retirement plan paperwork for new client setup within established deadlines
Lead retirement plan implementation and onboarding activities from initial sale through successful launch
Conduct implementation calls with plan sponsors, financial advisors, recordkeepers, and payroll providers
Coordinate asset transfers, rollovers, trust establishment, and related setup activities with custodians and recordkeepers
Enter and maintain data within NPPG's CRM and retirement plan administration systems
Perform web-based and proprietary system administration
Ensure implementation milestones are completed accurately and on schedule
Transition plans to ongoing administration teams with complete and accurate handoff documentation
Provide exemplary customer service by promptly addressing inquiries and resolving issues
Coordinate new account setup with advisors, providers, and internal stakeholders
Create, update, and submit reports, management logs, and implementation tracking documentation
Address and resolve prospect and financial advisor inquiries
Collaborate with internal teams and external vendors to facilitate successful plan implementations
Participate in special projects, process improvements, and departmental initiatives

Required Qualifications

Applicants with direct retirement plan TPA experience will be given strong preference.
Minimum 2 years of retirement plan implementation, onboarding, administration, or recordkeeping experience with a Third-Party Administrator (TPA) required
Alternatively, 3+ years of retirement plan experience within financial services or retirement plan recordkeeping
Strong understanding of qualified retirement plans and implementation processes
Proficiency with Microsoft Office Suite applications, especially Excel
Exceptional attention to detail and commitment to accuracy
Excellent analytical, organizational, and critical thinking skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Excellent verbal and written communication skills
Ability to work independently while collaborating across teams

Preferred Qualifications

Working knowledge of ERISA, IRS, and Department of Labor regulations related to qualified retirement plans
Experience implementing 401(k), Profit Sharing, Defined Benefit, MEP, or PEP plans
Knowledge of and/or experience supporting ERISA Section 3(16) fiduciary services, including retirement plan administration, compliance oversight, fiduciary responsibilities, and participant communications
Experience working with multiple retirement plan recordkeeping platforms
Experience with FT Williams, PensionPro, or similar TPA administration software
ASPPA, NIPA, ERPA, QKA, QPA, TGPC, or other industry credentials preferred
Bachelor's degree or applicable experience

Why Join NPPG?

Fully remote opportunity available anywhere in the United States
Competitive compensation commensurate with experience, qualifications, and retirement plan industry expertise
Comprehensive benefits package
Career advancement opportunities within a growing national organization
Collaborative, team-oriented culture with experienced retirement plan professionals
Exposure to a diverse client base and a broad range of retirement plan designs
Opportunity to make a meaningful impact while continuing to expand your retirement plan expertise
Stable, established firm with a reputation for exceptional client service and long-term client relationships

About NPPG

NPPG is an independent Third-Party Administrator (TPA) offering employee benefits, retirement plan administration, actuarial consulting, fiduciary services, and compliance solutions. We provide clients with customized and comprehensive solutions for medical, dental, disability, retirement, pension, actuarial, and fiduciary services.

As a trusted partner to approximately 8,000 clients nationwide, NPPG is committed to delivering exceptional service, innovative solutions, and long-term client success.

Equal Opportunity Employer

NPPG is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.

How to Apply

To apply, please email your resume to implementation@nppg.com.

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