Retirement Plan Education Specialist

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🌽 Illinois, Missouri – Remote

🌽 Illinois – Remote 🏰 Missouri – Remote

💵 $62.4k - $84.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 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

• Develop and deliver retirement plan education programs for Defined Contribution plans, including 401(k), 403(b), and other employer-sponsored retirement plans • Conduct individual consultations, group presentations, enrollment meetings, webinars, workshops, and virtual learning sessions • Adapt educational content and delivery methods for diverse participant populations and varying levels of retirement planning knowledge • Partner with Retirement Plan Consultants, Relationship Managers, and Plan Sponsors to identify education needs and develop engagement strategies • Serve as a resource for retirement plan education, participant communications, and financial wellness initiatives • Evaluate participant engagement metrics, attendance data, survey feedback, and plan utilization trends • Recommend enhancements to educational content and delivery strategies based on program findings • Maintain and update participant education materials for regulatory requirements, plan provisions, industry best practices, and organizational standards • Support technology-based education solutions that improve participant access and engagement • Collaborate with internal stakeholders while maintaining confidentiality of participant and plan information • Perform other duties and responsibilities as assigned • Moderate travel to support education delivery and meetings

🎯 Requirements

• Bachelor's degree and three (3) years’ experience in retirement plan services or equivalent combination of education and experience • Experience in financial education, employee benefits, training, or a related field preferred • Experience supporting Defined Contribution retirement plans preferred • Strong verbal and written communication skills • Excellent organizational and time management abilities • Ability to effectively deliver educational content to diverse audiences and delivery methods • Ability to communicate with clients, participants and business partners • Strong analytical skills with the ability to evaluate participant engagement, plan utilization, and education outcomes • Proficiency with technology used for training delivery and participant education • Ability to explain complex retirement concepts clearly • Strong presentation and facilitation skills • Ability to thrive in a fast-paced and evolving environment • Ability to develop participant education content and content for other plan services offered by EPIC RPS • Sound problem-solving and decision-making skills • Initiative, professionalism, and good judgment • Proficiency with Microsoft Office Suite, virtual meeting platforms, financial wellness tools, and participant education technologies • Ability to build and maintain relationships with plan sponsors, participants, and internal partners • Commitment to delivering an exceptional participant experience • Moderate travel required • Valid driver's license and reliable transportation required • Authorized to work for any employer in the United States; employment visa sponsorship is unavailable

🏖️ Benefits

• Generous paid time off: at least 22 days 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 • 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 • Paid sick and safe leave • Wellness initiatives • Flexible work arrangements • Volunteer service and charitable partnerships • Career development programs and tools • Performance-based incentives • Benefits for part-time employees working 20+ hours/week, including medical, dental, vision, voluntary benefits, and parental leave

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