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Senior Retirement Plan Document Expert
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-09-08
Listing for:
NBT Bank
Full Time
position Listed on 2026-09-08
Job specializations:
-
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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