ERISA Plan Document Operations, Sr. Manager

Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.

We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

To learn more, please visit : https : / / www.NFP.com .

Summary :

We are seeking a Sr. Manager to join and lead NFP's Plan Document Operations team. This position will be responsible for creating and delivering ERISA plan documents to clients of NFP subsidiaries and Benefits Partners members, utilizing the FT Williams platform and software.

Specifically, the position requires preparation of Summary Plan Descriptions, Wrap Documents, Summary of Material Modifications, and Section 125 Plans / Premium Only Plans.

The position also requires working closely with NFP brokers to collect information required to complete the documents. This position will operate and coordinate closely with the Benefits Compliance Team and will report directly to the SVP and Deputy Chief Compliance Officer (who also leads the Benefits Compliance Team).

This is a hybrid position, being in the office 2-3x per week.

Essential Duties & Responsibilities :

• Oversee the NFP Plan Document Operations team and team members.
• Stay current on requirements under ERISA as it relates to plan documents.
• Stay current on PPACA and other related laws / regulations as it relates to plan document content.
• Utilize FT Williams platform to complete plan documents timely and accurately.
• Maintain and track NFP account team requests for plan documents.
• Educate account teams on plan document request process and on basic ERISA plan document and SPD requirements.
• Contribute to overall mission of the Plan Document Operations and Benefits Compliance Departments and work closely with other Benefits Compliance team members in servicing NFP offices and clients.
• Other duties as assigned.

Knowledge, Skills & Abilities :

• Knowledge of laws and regulations governing health and welfare plans is required, including ERISA's plan document, SPD, and Form 5500 requirements and Internal Revenue Code Section 125 plan document requirements.
• Must be self-motivated and a hard worker.
• Must have a strong sense of business ethics and integrity.
• Must have ability to interact well with internal and external "customers".
• Must give attention to details and be thorough in completion of all assignments.
• Must have strong organizational skills and ability to prioritize tasks to meet deadlines.
• Must be able to multi-task and adjust to changing priorities.
• Must be able to maintain strict confidentiality in regard to work performed and access to information / data.
• Must be service oriented delivering prompt and precise follow up.
• Must maintain a professional and positive attitude.

What We Offer :

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.