Senior Plan Document Analyst

🔥 0 minutes ago

🐊 Florida, Illinois, +11 more states – Remote

🐊 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

💵 $71.2k - $94.9k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

👻 Ghost score 0%

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NBT Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1856

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

NBT Bank is a financial institution offering a wide range of banking services for personal, business, and wealth management needs. They provide products such as checking and savings accounts, home loans, personal loans, and credit cards. The bank also offers digital banking solutions, fraud prevention resources, and investment and insurance services. NBT Bank is FDIC-insured, ensuring customer deposits are backed by the U. S. government. It has a robust presence with multiple office locations, and it is involved in community activities and diverse initiatives. Additionally, NBT Bank offers specialized services like NBT Wealth Connection, NBT Retirement Plan Services, and government banking.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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