Senior Plan Document Analyst
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Job Description
Senior Plan Document Analyst interpreting ERISA and tax rules for NBT’s retirement-plan business. Leading compliant plan design, document standards, and regulatory amendment projects.
Responsibilities:
- 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
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