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Sr Plan Administration Analyst Temp

Listing for: EPIC Retirement Plan Services
Part Time, Seasonal/Temporary position Listed on 2026-11-12
Job specializations:
Salary/Wage Range or Industry Benchmark: 35.93 - 55.09 USD Hourly USD 35.93 55.09 HOUR

Job Description & How to Apply Below

Sr Plan Administration Analyst P/T Temp# Careers@EPIC## Sr Plan Administration Analyst P/T Temp Apply:
Remote - Wisconsin:
Part time:
Posted Yesterday:
JR5218

Pay Range: $35.93 - $55.09

Responsible for all aspects of Plan document maintenance with respect to qualified, and certain non-qualified, retirement plans. Also serves as both an internal and external document expert for consulting with respect to Plan provisions and design.
** ducation and

Experience:

*** 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
*
* Skills and Abilities:

*** Ability to read and interpret documents such as procedure manuals and technical procedures.
* Ability to write routine reports and correspondence.
* Ability to speak effectively with both internal and external contacts.
* Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
* Strong proficiency in MS Office products and experience with spreadsheets, database management and presentation designs.
* Must have high analytical, interpersonal, written and oral communication skills with strong client service focus.
* Must be proactive, autonomous, detail oriented, able to multi-task and meet project deadlines.
* Must be focused on professional growth, self-improvement and continuous learning.
* Must understand key plan design, compliance and fiduciary role related topics with respect to 401(k) Plans.
* Knowledgeable about the retirement plan industry and insurance/mutual
** Unique Job Characteristics and Requirements:
** Annual continuing education credits must be achieved to maintain professional designation(s) 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.
** Tasks Performed:
*** 60% Ensures that Plan documents are properly updated and in compliance with current legislation and guidance.
* 20% Provides clients, advisors and internal staff with guidance and consultative services in the area of ERISA, fiduciary responsibilities, and strategic plan design. Provides appropriate solutions and recommendations to plan administration questions and issues. Supports diverse and cross-functional aspects of qualified plan administration.
* 10% Oversees the production of annual Safe Harbor and Automatic Enrollment notices to ensure regulatory disclosure requirements are met.
* 5% Provides recommendations of system enhancements that pertain to plan document maintenance.
* 5% Perform other duties as requested.
*
* Physical Requirements:

*** Communicate effectively with internal and/or external customers
* Stationary 75% of time or greater
* Move Objects to Maximum 10 lbs
** Why Work at NBT
** At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
** Wellbeing
* * At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
** Community Involvement
** NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
** Culture
* * NBT believes in creating a workplace where every voice…
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