Senior Plan Document Analyst at Nbt Bank | NY, US
Company/Recruiter: Nbt Bank
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Opportunity type
Job
Location
United States of America
Work arrangement
Remote
Compensation
Not disclosed
Employer
Nbt Bank
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Role shape: Responsibility-led role with a detailed skills profile.
Evidence to prepare: Connect your CV or portfolio to Extensive experience in retirement plan administration and document analysis.; In-depth knowledge of ERISA and Internal Revenue Code requirements related to qualified retirement plans.. Use one concrete example that shows you can Serve as the firm's subject matter expert for all retirement plan documents..
Check before applying: Confirm that United States of America and the stated work arrangement suit you.
- No closing date is listed; confirm that the opportunity is still open before applying.
- The application route is available to verified Talent accounts.
- Compensation is not disclosed in the listing; confirm it during the employer's process.
Job Overview
The Senior Plan Document Analyst will be responsible for in-depth analysis and interpretation of retirement plan documents and regulatory frameworks. This role requires a deep understanding of legislative requirements and their practical application within a financial institution.Key Responsibilities
- Serve as the firm's subject matter expert for all retirement plan documents.
- Provide independent interpretation of plan provisions, ERISA, and Internal Revenue Code requirements.
- Determine and guide the application of regulatory requirements across the firm's book of business.
- Review and analyze complex plan documents for accuracy and compliance.
- Collaborate with internal teams to ensure consistent application of plan rules.
- Stay abreast of evolving retirement plan regulations and best practices.
Requirements
- Extensive experience in retirement plan administration and document analysis.
- In-depth knowledge of ERISA and Internal Revenue Code requirements related to qualified retirement plans.
- Proven ability to interpret complex legal and regulatory documents.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
What We Offer
- Opportunity to work with a leading financial institution.
- A challenging and rewarding role with significant impact.
- Access to professional development resources.
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