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Senior ERISA Retirement Plan Document Specialist

Job in Georgetown, Scott County, Kentucky, 40324, USA
Listing for: NBT Bank
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 71000 - 95000 USD Yearly USD 71000.00 95000.00 YEAR
Job Description & How to Apply Below

NBT Bank, a Kentucky-based financial services firm, seeks a senior specialist to serve as the subject matter expert for retirement plan documents, interpreting ERISA and IRS requirements and translating design decisions into compliant documents and operations.

You will lead firm-wide document initiatives, provide training and guidance, and collaborate with Plan Consulting, Compliance, Processing/Onboarding, and Strategic Relationships teams to ensure accurate, scalable plan document delivery.

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Position Requirements
10+ Years work experience
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