Retirement Plan Education Specialist

NBT Bancorp • Saint Louis, MO

1d

About The Position

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, the specialist helps participants improve retirement readiness and make informed financial decisions. The role 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.

The position includes moderate travel. A valid driver's license and reliable transportation are required. Physical requirements include communicating effectively with internal and/or external customers, remaining stationary for 75% or more of the time, and moving objects weighing up to 10 pounds.

Requirements

• Bachelor's degree and three years of experience in retirement plan services, or an equivalent combination of education and experience.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Ability to deliver educational content effectively to diverse audiences through different delivery methods.
• Ability to communicate with clients, participants, and business partners.
• Strong analytical skills, including 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 clearly and understandably.
• Strong presentation and facilitation skills.
• Ability to thrive in a fast-paced and evolving environment.
• Ability to develop content centered on participant education and other plan services offered by EPIC RPS.
• Sound problem-solving and decision-making skills; 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.
• Valid driver's license and reliable transportation.
• Applicants must be authorized to work for any employer in the U.S.; visa sponsorship is not available.
• Moderate travel is required.

Nice To Haves

• Experience in financial education, employee benefits, training, or a related field.
• Experience supporting Defined Contribution retirement plans.

Responsibilities

• Develop and deliver retirement plan education through individual consultations, group presentations, enrollment meetings, webinars, workshops, and virtual learning sessions.
• Adapt education content and delivery methods to 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 that support plan objectives.
• 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 to assess program effectiveness.
• Recommend improvements to educational content and delivery strategies based on program evaluation findings.
• Maintain and update participant education materials to align 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.

Benefits

• At least 22 days of paid time off annually for full-time employees, prorated in the year of hire.
• Six weeks of paid parental leave at 100% of salary.
• Medical coverage, including employer contributions to an HSA for participants in the High Deductible Health Plan.
• Dental and vision coverage.
• Flexible spending accounts for healthcare and dependent care expenses.
• Employer-paid short-term and long-term disability coverage, with an option to purchase additional long-term coverage.
• Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary hospital, accident, and critical illness coverage.
• 401(k) plan with employer matching, optional Roth 401(k), and pension plan.
• Adoption assistance.
• Tuition reimbursement.
• Employee Assistance Program (EAP).
• Pet insurance.
• Banking services benefits and financial planning assistance.
• Part-time employees working 20 or more hours per week receive medical coverage, dental and vision coverage, voluntary benefits, and six weeks of paid parental leave at 100% of salary.
• All part-time employees receive a 401(k) plan with employer matching, optional Roth 401(k), pension plan for employees working at least 1,000 hours in a calendar year, paid sick and safe leave, EAP access, and banking services benefits and financial planning assistance.
• Wellness initiatives and flexible work arrangements are mentioned.

What This Job Offers

• Job Type: Full-time