Senior Retirement Plan Document Expert

NBT Bank

Wisconsin

On-site

USD 71,000 - 95,000

Full time

3 days ago

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Benefits offered by this job

401(k) matching

Medical coverage

Paid time off

Job summary

NBT Bank is seeking a senior retirement plan documents expert to interpret ERISA and IRS guidance, design compliant 401(k) and 403(b) plans, and lead firm-wide document initiatives. You will translate plan design decisions into document, system, and administrative requirements, guiding multiple teams to successful implementation.

The role requires advanced knowledge of plan provisions and experience in designing and updating documents, with a focus on accuracy, risk mitigation, and standards

Qualifications

Advanced knowledge of 401(k) and 403(b) plan design, document provisions, compliance, and fiduciary topics.
Ability to interpret ERISA, the Internal Revenue Code, and IRS/DOL guidance and apply to plan documents.
Ability to lead plan design consultations with sponsors and advisors and translate designs into requirements.

Responsibilities

Apply plan provisions and ERISA/IRC requirements across the firm's book of business and resolve complex document issues.
Design plan structures and finalize provisions with sponsors and advisors.
Monitor and implement regulatory changes affecting plan documents and lead amendment/restatement projects.
Develop and deliver technical training on plan documents and regulatory changes.

Skills

ERISA knowledge

Plan design

Document standards

Regulatory interpretation

Training delivery

Project leadership

Education

Bachelor's degree and 8+ years experience

Tools

ASC Plan Document

DGEM platform

Job description

The role requires advanced knowledge of plan provisions and experience in designing and updating documents, with a focus on accuracy, risk mitigation, and standards

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