Retirement Plan Consultant – TPA/DPS

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🔥 0 minutes ago

🐊 Florida, Illinois, +11 more states – Remote

🐊 Florida – Remote 🌽 Illinois – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote 🧀 Wisconsin – Remote

💵 $71.2k - $94.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

👻 Ghost score 0%

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EPIC Retirement Plan Services

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Deliver client service for recordkeeping, administration, and servicing of an assigned book of business • Promote revenue growth, productivity, and exceptional client satisfaction • Ensure plans are administered in compliance with plan provisions and current pension laws and regulations • Discuss compliance testing processes and results and required government filings • Ensure services meet documented service standards through timely communication with clients, plan sponsors, advisors, internal teams, and day-to-day contacts • Monitor and manage daily reports • Document pertinent client communication • Provide internal and external project management support • Communicate with technical and support teams to maintain recordkeeping items for assigned plans • Coordinate plan amendments • Perform other duties as assigned • Communicate effectively with internal and/or external customers • Remain stationary for 75% or greater of the time • Move objects weighing up to 10 lbs

🎯 Requirements

• Associate degree and two (2) years' experience, or equivalent combination of education and experience • ASPPA or other industry designations such as NIPA or CEBS preferred • Knowledge of advanced Microsoft Office applications, specifically Word and Excel • Ability to solve practical problems and deal with a variety of concrete variables where limited standardization exists • Ability to prepare routine reports and correspondence • Ability to communicate effectively with internal and external contacts • Ability to use research tools to obtain and apply current regulations • Ability to prepare spreadsheets, reconcile numbers, and analyze financial data • Ability to interpret written, oral, diagram, or schedule-based instructions • Ability to develop application software skills through internal training • Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

🏖️ Benefits

• At least 22 days of paid time off annually, prorated in the year of hire • Six weeks of paid parental leave at 100% of salary • Comprehensive medical coverage with employer HSA contributions for High Deductible Health Plan participants • Dental and vision coverage • Flexible spending accounts for healthcare and dependent care expenses • Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage • Employer-paid basic life insurance, with optional supplemental coverage • Voluntary hospital, accident, and critical illness coverage • 401(k) plan with employer matching • Optional Roth 401(k) • Pension plan • Adoption assistance • Tuition reimbursement • Employee Assistance Program (EAP) • Pet insurance • Financial and banking services benefits and financial planning assistance • Wellness initiatives • Flexible work arrangements • Development programs and career development tools • Performance-based incentives