Senior Plan Administration Analyst, Part-Time, Temporary
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Job Description
Part-time retirement plan analyst maintaining compliant 401(k) documents for NBT Bank. Advising clients and staff on ERISA, fiduciary responsibilities, and plan design.
Responsibilities:
- Maintain plan documents for qualified and certain non-qualified retirement plans
- Serve as an internal and external expert on plan documents, provisions, and design
- Ensure plan documents are updated and comply with current legislation and guidance
- Provide clients, advisors, and internal staff with ERISA, fiduciary responsibility, and strategic plan design guidance
- Recommend solutions to plan administration questions and issues
- Support diverse and cross-functional qualified plan administration activities
- Oversee production of annual Safe Harbor and Automatic Enrollment notices
- Ensure regulatory disclosure requirements are met
- Recommend system enhancements related to plan document maintenance
- Perform other duties as requested
Requirements:
- Bachelor's degree and ten (10) years' experience or equivalent combination of education and experience
- Certified Pension Consultant (CPC) certification, or equivalent, must be obtained
- Ability to read and interpret procedure manuals and technical procedures
- Ability to write routine reports and correspondence
- Ability to speak effectively with internal and external contacts
- Ability to solve practical problems with limited standardization
- Ability to interpret written, oral, diagram, or schedule instructions
- Strong proficiency in MS Office products
- Experience with spreadsheets, database management, and presentation design
- High analytical, interpersonal, written, and oral communication skills
- Strong client service focus
- Proactive, autonomous, detail-oriented, and able to multitask and meet project deadlines
- Focus on professional growth, self-improvement, and continuous learning
- Understanding of key plan design, compliance, and fiduciary topics related to 401(k) plans
- Knowledge of the retirement plan industry and insurance/mutual fund products
- Annual continuing education credits required to maintain professional designations
- Prior experience with client and vendor relationship management
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
Benefits:
- Flexible work arrangements
- Generous paid time off policies
- Wellness initiatives
- Community volunteer service and charitable partnerships
- Career development programs and tools
- Competitive compensation and performance-based incentives
- Medical coverage with employer HSA contributions for HDHP participants (part-time employees working 20+ hours/week)
- Dental and vision coverage (part-time employees working 20+ hours/week)
- Voluntary hospital, accident, and critical illness coverage (part-time employees working 20+ hours/week)
- Six weeks of paid parental leave at 100% of salary
- 401(k) plan with employer matching, optional Roth 401(k), and pension plan for eligible employees
- Paid sick and safe leave
- Employee Assistance Program (EAP)
- Financial and banking services benefits and financial planning assistance
- At least 22 days of paid time off annually for full-time employees, prorated in the year of hire
- Flexible spending accounts for healthcare and dependent care expenses
- Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage
- Employer-paid basic life insurance, with optional supplemental coverage
- Adoption assistance
- Tuition reimbursement
- Pet insurance
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