Senior Plan Document Analyst

🕒 Ontem

🐊 Florida, Illinois, +11 estados a mais – Remoto

🐊 Florida – Remote 🌽 Illinois – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote 🧀 Wisconsin – Remote

💵 $71.160 - $94.903 / ano

⏰ Tempo Integral

🟠 Sênior

🧐 Analista

👻 Score fantasma 0%

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NBT Bank

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1856

🛡️ Seguros

💼 Consultoria

🏥 Saúde

Insurance • Consulting • Healthcare

O NBT Bank é uma instituição financeira que oferece uma ampla gama de serviços bancários para necessidades pessoais, empresariais e de gestão de patrimônio. Eles fornecem produtos como contas correntes e poupança, empréstimos imobiliários, empréstimos pessoais e cartões de crédito. O banco também oferece soluções de banco digital, recursos de prevenção de fraude e serviços de investimento e seguro. O NBT Bank é segurado pelo FDIC, garantindo que os depósitos dos clientes sejam respaldados pelo governo dos EUA. Possui uma presença robusta com várias localizações de escritórios e está envolvido em atividades comunitárias e iniciativas diversas. Além disso, o NBT Bank oferece serviços especializados como NBT Wealth Connection, NBT Retirement Plan Services e governo banking.

Descrição

• Serve as the firm's subject matter expert for retirement plan documents • Independently interpret plan provisions, ERISA, and Internal Revenue Code requirements across the firm's book of business • Design and implement plan structures • Lead plan design discussions with sponsors and advisors • Translate design decisions into document, system, and administrative requirements • Lead firm-wide document initiatives, including regulatory amendments and pre-approved document restatement cycles • Determine project scope, approach, and execution from initiation through completion • Provide technical oversight, guidance, training, and final escalation support to Plan Consulting, Compliance, Processing/Onboarding, and Strategic Relationships teams • Apply plan provisions and regulatory requirements to resolve complex, non-routine document issues • Establish and maintain firm-wide document standards, templates, and drafting guidelines • Review and approve plan document work for accuracy, consistency, and compliance • Direct handoffs to Plan Consulting and Processing/Onboarding to ensure plans are implemented as designed • Monitor, interpret, and implement legislative and regulatory changes, including SECURE 2.0 • Lead firm-wide amendment and restatement projects from impact assessment through completion • Develop technical training and maintain procedures and reference materials • Evaluate and enhance plan document systems, workflows, and tools

🎯 Requisitos

• Bachelor's degree and eight (8) years' experience or equivalent combination of education and experience • Advanced knowledge of 401(k) and 403(b) plan design, document provisions, compliance, and fiduciary role-related topics • Ability to independently interpret ERISA, the Internal Revenue Code, and IRS and DOL guidance • Ability to establish company-wide documentation standards and plan operations • Ability to exercise independent judgment and reach defensible conclusions in ambiguous and non-standard situations • Ability to lead plan design consultations with new plan sponsors and their advisors • Ability to translate design objectives into compliant plan document and operational requirements • Ability to independently scope, plan, and drive firm-wide document projects across multiple departments and locations • Ability to develop and deliver technical training and guidance to staff of varying experience levels • Ability to identify, investigate, and resolve inconsistencies in plan documentation and operations • Strong attention to detail and professional interpersonal skills • Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) certification preferred • Expert-level knowledge of pre-approved and individually designed plan documents preferred • ASC Plan Document system and DGEM document generation platform experience preferred • Must be authorized to work for any employer in the U.S.; employment visa sponsorship unavailable

🏖️ Benefícios

• Generous paid time off: at least 22 days annually • Six weeks of paid parental leave at 100% of salary • Comprehensive medical coverage with employer HSA contributions for HDHP participants • Dental and vision coverage • Flexible spending accounts for healthcare and dependent care • Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage • Employer-paid basic life insurance, with optional supplemental coverage • Voluntary hospital, accident, and critical illness coverage • 401(k) plan with employer matching • Optional Roth 401(k) • Pension plan • Adoption assistance • Tuition reimbursement • Employee Assistance Program (EAP) • Pet insurance • Financial and banking services benefits and financial planning assistance • Wellness initiatives • Flexible work arrangements • Career development programs and tools • Performance-based incentives • Community volunteer service and charitable partnerships