
201 - 500 employees
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
EPIC Retirement Plan Services is a U. S. -based retirement plan recordkeeper and administrator that provides comprehensive retirement solutions and related services to plan sponsors, financial advisors, banks & trust companies, and third-party administrators. EPIC offers plan design and administration, defined benefit and actuarial consulting, recordkeeping for DC plans, multiple employer plans (MEPs/PEPs), HSAs (MyHSA), and a proprietary participant technology platform (GoRetire) including mobile apps and white-label/branded solutions. The firm emphasizes compliance support, payroll integrations, participant education, and partner-focused service, and reports serving roughly 9,500 plans, $37 billion in assets, and 400,000 participants with a team of more than 300 retirement professionals.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 2 hours ago
Client service specialist administering retirement-plan records, compliance, and reporting for NBT clients. Supporting plan sponsors and operational teams remotely from New York.
🗽 New York – Remote
💵 $21 - $29 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
👻 Ghost score 0%
🕒 September 1
Compliance Specialist III preparing retirement-plan compliance tests and government filings for NBT, a stable financial institution. Reviewing complex plans, mentoring teammates, and resolving regulatory issues.
🗽 New York – Remote
💵 $65.7k - $96.3k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🚔 Compliance
👻 Ghost score 0%
🕒 August 31
Compliance Specialist III preparing retirement-plan compliance tests, government filings, and plan documents for NBT. Reviewing work, resolving complex issues, and mentoring team members.
🏈 Alabama, Arizona, +17 more states – Remote
💵 $71.2k - $94.9k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🚔 Compliance
👻 Ghost score 1%