Senior Plan Document Analyst

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🐊 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

🟠 Senior

🧐 Analyst

👻 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

• Serve as the firm's subject matter expert for retirement plan documents • Independently interpret plan provisions, ERISA, and Internal Revenue Code requirements and determine their application across the firm's book of business • Design and implement plan structures • Lead plan design discussions with sponsors and advisors • Translate design decisions into document, system, and administrative requirements • Lead firm-wide document initiatives, including regulatory amendments and pre-approved document restatement cycles • Determine project scope, approach, and execution from initiation through completion • Provide technical oversight, guidance, training, and final escalation support to Plan Consulting, Compliance, Processing/Onboarding, and Strategic Relationships teams • Apply plan provisions and regulatory requirements across the firm's book of business • Interpret and resolve complex, non-routine document issues and discrepancies among plan documents, system configurations, and plan operations • Establish and maintain firm-wide document standards, templates, and drafting guidelines • Approve exceptions to standard provisions • Review and approve plan document work for accuracy, consistency, and compliance • Serve as the final escalation point for complex document issues • Design plan structures with plan sponsors and advisors and finalize recommended provisions • Direct handoffs to Plan Consulting and Processing/Onboarding • Monitor, interpret, and implement legislative and regulatory changes, including SECURE 2.0 and IRS restatement cycles • Lead amendment and restatement projects from impact assessment through completion • Develop and deliver technical training and guidance • Maintain procedures and reference materials • Evaluate and enhance plan document systems, workflows, and tools

🎯 Requirements

• Bachelor's degree and eight (8) years' experience or equivalent combination of education and experience • Advanced knowledge of 401(k) and 403(b) plan design, document provisions, compliance, and fiduciary role-related topics • Ability to independently interpret ERISA, the Internal Revenue Code, and IRS and DOL guidance • Ability to establish company-wide documentation standards and plan operations • Ability to exercise independent judgment and reach defensible conclusions in ambiguous and non-standard situations • Ability to lead plan design consultations with new plan sponsors and their advisors • Ability to translate design objectives into compliant plan document and operational requirements • Ability to independently scope, plan, and drive firm-wide document projects across multiple departments and locations • Ability to develop and deliver technical training and guidance to staff of varying experience levels • Ability to identify, investigate, and resolve inconsistencies in plan documentation and operations • Strong attention to detail and professional interpersonal skills • QKA or QPA certification preferred • Expert-level knowledge of pre-approved and individually designed plan documents preferred • ASC Plan Document system and DGEM document generation platform experience preferred • Ability to communicate effectively with internal and/or external customers • Ability to remain stationary 75% of the time or greater • Ability to move objects up to a maximum of 10 lbs • Must be authorized to work for any employer in the U.S.; 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, including 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 an option to purchase additional long-term coverage • Employer-paid basic life insurance, with an option to purchase 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 • Volunteer service and charitable partnerships • Development programs and tools • Performance-based incentives • Part-time paid sick and safe leave