Senior Plan Administration Analyst, Part-Time, Temporary

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🔥 3 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $35 - $55 / hour

⏱ Part Time

🟠 Senior

🖥️ Administration

👻 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

• Maintain plan documents for qualified and certain non-qualified retirement plans • Serve as an internal and external expert on plan documents, provisions, and design • Ensure plan documents are updated and comply with current legislation and guidance • Provide clients, advisors, and internal staff with ERISA, fiduciary responsibility, and strategic plan design guidance • Recommend solutions to plan administration questions and issues • Support diverse and cross-functional qualified plan administration activities • Oversee production of annual Safe Harbor and Automatic Enrollment notices • Ensure regulatory disclosure requirements are met • Recommend system enhancements related to plan document maintenance • Perform other duties as requested

🎯 Requirements

• Bachelor's degree and ten (10) years' experience or equivalent combination of education and experience • Certified Pension Consultant (CPC) certification, or equivalent, must be obtained • Ability to read and interpret procedure manuals and technical procedures • Ability to write routine reports and correspondence • Ability to speak effectively with internal and external contacts • Ability to solve practical problems with limited standardization • Ability to interpret written, oral, diagram, or schedule instructions • Strong proficiency in MS Office products • Experience with spreadsheets, database management, and presentation design • High analytical, interpersonal, written, and oral communication skills • Strong client service focus • Proactive, autonomous, detail-oriented, and able to multitask and meet project deadlines • Focus on professional growth, self-improvement, and continuous learning • Understanding of key plan design, compliance, and fiduciary topics related to 401(k) plans • Knowledge of the retirement plan industry and insurance/mutual fund products • Annual continuing education credits required to maintain professional designations • Prior experience with client and vendor relationship management • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

🏖️ Benefits

• Flexible work arrangements • Generous paid time off policies • Wellness initiatives • Community volunteer service and charitable partnerships • Career development programs and tools • Competitive compensation and performance-based incentives • Medical coverage with employer HSA contributions for HDHP participants (part-time employees working 20+ hours/week) • Dental and vision coverage (part-time employees working 20+ hours/week) • Voluntary hospital, accident, and critical illness coverage (part-time employees working 20+ hours/week) • Six weeks of paid parental leave at 100% of salary • 401(k) plan with employer matching, optional Roth 401(k), and pension plan for eligible employees • Paid sick and safe leave • Employee Assistance Program (EAP) • Financial and banking services benefits and financial planning assistance • At least 22 days of paid time off annually for full-time employees, prorated in the year of hire • 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 • Adoption assistance • Tuition reimbursement • Pet insurance

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