Sr Plan Administration Analyst P/T Temp

EPIC Retirement Plan Services•Remote - Wisconsin, WI

1d•$36 - $55

About The Position

Responsible for all aspects of Plan document maintenance for qualified and certain non-qualified retirement plans. Serves as an internal and external document expert, consulting on Plan provisions and design. Ensures plan documents are updated and comply with current legislation and guidance; provides clients, advisors, and internal staff with guidance on ERISA, fiduciary responsibilities, and strategic plan design; and supports diverse, cross-functional aspects of qualified plan administration. The role also oversees production of annual Safe Harbor and Automatic Enrollment notices and recommends system enhancements related to plan document maintenance.

Requirements

Bachelor's degree and ten years of experience, or an equivalent combination of education and experience.
Must obtain Certified Pension Consultant (CPC) certification or equivalent.
Ability to read and interpret procedure manuals and technical procedures.
Ability to write routine reports and correspondence and speak effectively with internal and external contacts.
Ability to solve practical problems in situations with limited standardization and interpret written, oral, diagram, or schedule-based instructions.
Strong proficiency in MS Office products, with experience in spreadsheets, database management, and presentation design.
High analytical, interpersonal, written, and oral communication skills, with a strong client-service focus.
Proactive, autonomous, detail-oriented, able to multitask, and able to meet project deadlines.
Commitment to professional growth, self-improvement, and continuous learning.
Understanding of key plan design, compliance, and fiduciary role topics related to 401(k) plans.
Knowledge of the retirement plan industry and insurance/mutual funds.
Achieve annual continuing education credits to maintain professional designations through seminars, webcasts, and other continuing education opportunities.
Prior experience with client and vendor relationship management, with excellent professional written and verbal communication and interpersonal skills.
Communicate effectively with internal and/or external customers.
Stationary for 75% or greater of the time and move objects weighing up to 10 pounds.

Responsibilities

Ensure Plan documents are properly updated and comply with current legislation and guidance.
Provide clients, advisors, and internal staff with guidance and consultative services regarding ERISA, fiduciary responsibilities, and strategic plan design.
Provide appropriate solutions and recommendations for plan administration questions and issues.
Support diverse and cross-functional aspects of qualified plan administration.
Oversee production of annual Safe Harbor and Automatic Enrollment notices to ensure regulatory disclosure requirements are met.
Recommend system enhancements related to plan document maintenance.
Perform other duties as requested.

Benefits

Generous paid time off, at least 22 days annually for full-time employees, prorated in the year of hire.
Paid parental leave of six weeks at 100% of salary.
Medical coverage, including employer HSA contributions for eligible high-deductible health plan participants.
Dental and vision coverage.
Flexible spending accounts for healthcare and dependent care expenses.
Employer-paid short- 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), and pension plan, subject to eligibility conditions described in the posting.
Adoption assistance.
Tuition reimbursement.
Employee Assistance Program (EAP).
Pet insurance.
Financial and banking service benefits and financial planning assistance.
Paid sick and safe leave for part-time employees.
Wellness initiatives and flexible work arrangements.