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Remote Retirement Jobs in Commack, NY (NOW HIRING)

NBT Bank

Retirement Plan Consultant - TPA/DPS

New York, NY · On-site +1

$71K - $94K/yr

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.

TAL Healthcare

Remote Radiologist needed.

New York, NY · Remote

$500K/yr

Remote Musculoskeletal Radiologist Remote (Day Shift) Organization: WCMC - Level 1 Healthcare ... Medical, Dental, and Malpractice Insurance * 401(k) Retirement Plan * $5,000 CME allowance with 1 ...

TAL Healthcare

Remote Radiologist needed.

New York, NY · Remote

$500K/yr

Remote Musculoskeletal Radiologist Remote (Day Shift) Organization: WCMC - Level 1 Healthcare ... Medical, Dental, and Malpractice Insurance * 401(k) Retirement Plan * $5,000 CME allowance with 1 ...

Globe Life

Junior Sales Rep - Remote

Bridgeport, CT · On-site +1

What we offer: * 100% remote work * Qualified warm leads (no cold outreach) * Proven systems ... retirement program and passive monthly income * Health insurance reimbursement program Your ...

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All JobsRetirement JobsRemote Retirement JobsRemote Retirement Jobs in Commack, NY

Remote Retirement information

What is a remote retirement?

A Remote Retirement job is a flexible, often part-time or freelance position that allows retirees to work remotely from home or any location. These jobs provide income while offering the freedom to set your schedule and avoid commuting. Common roles include consulting, customer service, writing, or virtual assistance. Many retirees choose remote work to stay engaged, supplement retirement income, or pursue a passion.

What are the key skills and qualifications needed to thrive in the remote retirement position, and why are they important?

Remote retirement specialists require expertise in retirement planning, financial advising, and regulatory compliance, typically supported by certifications such as CFP or CRC. They frequently use financial planning software, virtual meeting platforms, and secure data management systems. Excellent communication, empathy, and self-motivation are essential soft skills for building trust with clients and managing tasks independently. These capabilities ensure accurate, personalized advice and maintain high client satisfaction while working outside a traditional office environment.

What are some common challenges faced by remote retirement specialists?

One common challenge for remote retirement specialists is building rapport and trust with clients without face-to-face meetings, which requires strong digital communication skills and proactive follow-up. Additionally, staying updated with changing retirement regulations and financial products is crucial, as the field evolves rapidly. Remote specialists must also be adept at managing their schedules and maintaining organization to effectively handle multiple clients. However, with the right tools and commitment, these challenges can be successfully managed, offering both flexibility and a rewarding client-focused career.

What job categories do people searching Remote Retirement jobs in Commack, NY look for?

The top searched job categories for Remote Retirement jobs in Commack, NY are:

What cities near Commack, NY are hiring for Remote Retirement jobs?

Cities near Commack, NY with the most Remote Retirement job openings:

Remote Retirement jobs near you
Infographic showing various Remote Retirement job openings in Commack, NY as of September 2026, with employment types broken down into 1% As Needed, 68% Full Time, 25% Part Time, and 6% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

Retirement Plan Consultant - TPA/DPS

New York, NY • On-site, Remote

EPIC Retirement Plan Services
Finance and Insurance • 201 - 500 employees
Learn more about EPIC Retirement Plan Servicesexternal

$71K - $94K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Key responsibilities

  • Deliver client service for recordkeeping, administration, and servicing of assigned plans to promote revenue growth, productivity, and client satisfaction.

  • Monitor and manage daily report activities, document client communications, and support project management for assigned plans.

  • Communicate with technical and support teams to ensure recordkeeping items are maintained, including coordination of plan amendments.

Job description

Pay Range: $71,160.00 - $94,903.00
Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.
Education and Experience:
  • Associate degree and two (2) years' experience, or equivalent combination of education and experience. ASPPA or other industry designations (such as NIPA or CEBS) preferred.

Skills and Abilities:
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Must have knowledge of advanced Microsoft Office applications, specifically Word and Excel.
  • Ability to prepare routine reports and correspondence.
  • Ability to communicate effectively with both internal and external contacts.
  • Ability to competently use research tools to obtain knowledge of and apply current regulations. Ability to prepare spreadsheets, reconcile numbers and analyze financial data.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Ability to develop application software skills provided by internal training.

Tasks Performed:
  • 45% Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
  • 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
  • 20% Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments.
  • 5% Other duties as assigned.

Physical Requirements:
  • Communicate effectively with internal and/or external customers
  • Stationary 75% of time or greater
  • Move Objects to Maximum 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.

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