NPPG has partnered exclusively with People*Strata on their search for a Director of Retirement Operations, Client Service, & Record Keeping. Candidates will receive white glove service throughout the selection process.

NPPG (https://www.nppg.com/) is an independent third-party administrator (TPA) that offers employee benefits, retirement planning, actuarial consulting, and fiduciary services. We provide clients with customized and comprehensive solutions for medical, dental, and disability insurance as well as 401(k), pension/actuarial and fiduciary services. NPPG operates as a trusted partner to ~7,500 clients nationally.

We are currently looking for a full-time Director of Retirement Operations, Client Service, & Record Keeping who will report to our Executive Vice President. Ideally this new hire will live within a commutable distance to our Shrewsbury, New Jersey headquarters and work in the office several days a week, however we are willing to consider someone outside of the area whose experience aligns very well with our hiring needs.

Our employees enjoy a collaborative culture, comprehensive benefits package, and opportunity for growth.

RESPONSIBILITIES

• Manage 11 direct reports:
  • 1 Client Service Department Manager (who manages 8 Client Service Reps)
  • 5 Relationship Managers
  • 5 Record Keeping Managers (who manage 11 people between them)

• Oversee the Client Service Department (CSD) composed of 14 employees.
• Ensure that Client Service Representatives are properly:
  • Processing plan distributions (including force outs), RMDs, and loans.
  • Assisting plan participants and clients with any questions or concerns and directing them to the appropriate department within NPPG for assistance, as needed.
  • Ensuring the projected eligibility is done per instructions by employers and plan sponsors.
  • Administering annual and ad hoc notices and mailings.
  • Preparing 1099s when applicable.
  • Maintaining consistent communication with employers and/or participants about plan distributions and loans and requested processes and procedures.

• Ensure that Relationship Managers are properly:
  • Maintaining and cultivating an advisory relationship with their assigned clients.
  • Presenting NPPG's value proposition.
  • Handle escalated client / participant situations.

• Manage the Record Keeping Operations business unit composed of 16 employees.
• Ensure that the Record Keeping employees are properly:
  • Processing contributions.
  • Trading with multiple custodians (primarily MidAtlantic – MATC and Transamerica).
  • Maintaining productive relationships with major accounts.
  • Transitioning single employer plans to pooled employer plans (PEP).

• Manage new IT development projects such as:
  • Transitioning various record keeping and TPA systems upon acquisition of another company.
  • Identifying administrative areas that can be made more efficient through:
    • process improvement.
    • automation and integration with record keepers.
    • middleware programming.
• Consistently review overall retirement plan administration process to identify areas in need of improvement via process adjustments, technology integration, etc.
• Train relationship managers.
• Provide ongoing feedback to employees throughout the year regarding their performance.
• Employ disciplinary action as needed.
• Prepare and discuss annual performance appraisal with employees.
• Apply knowledge of record keeping, 401(k) plans, profit sharing plans, single and multiple employer plans, pooled employer plans, and fiduciary services.
• Create and maintain operating procedures and training manuals.
• Streamline and automate department procedures as changes occur with laws and/or clients.
• Implement and manage the processing deadlines daily.
• Authorize PTO for employees.
• Learn and adhere to all company policies and procedures.

REQUIRED QUALIFICATIONS

• Minimum 7 years of experience working for a third-party administrator (TPA) of retirement plans.
• Minimum 1 year of 401k plan record keeping operations experience.
• Minimum 2 years of experience directly supervising employees; This must include training, coaching, and performance management.
• Project management experience.
• Intermediate to advanced skills with MS Excel or Google Sheets.
• Experience driving process improvements to save time, save money, improve accuracy, create standardization, etc.

PREFERRED QUALIFICATIONS

• Ability and willingness to work on-site in the Shrewsbury, NJ office at least a few days each week. (Local candidates will be given preferential consideration.)
• Bachelor's degree in business, accounting, finance, human resources, or another applicable.
• Experience managing a team(s) of more than 10 employees.
• Experience managing light IT projects such as a system migration, process automation, etc.
• Knowledge of ERISA, FASB, and GASB.

NPPG is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic as outlined by federal, state, and/or local laws.

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