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Plan Administration Analyst

Job in New York, New York County, New York, 10261, USA
Listing for: Epic1st
Full Time, Part Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: New York
* Bachelor's degreeand five (5) years' related experience or equivalent combination of education and experience
* Prior experience with client and vendor relationship management is preferredc
* Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) certification preferred
* 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 fund market.
* Demonstrated in depth knowledge of ERISA laws governing qualified retirement plans and the retirement plan industry.
* Must be able to expertly develop and deliver meaningful presentations to a wide variety of audiences.

Ability to read and interpret documents such as procedure manuals and technical procedures.
* Excellent, professional written and verbal communication and interpersonal skills.
* 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 present
* 70% Maps Plan document provisions for newly converted Plans and offers recommended changes. Prepares necessary Plan restatements and amendments.
* 10% Acts as a lead for production of participant and plan notices including Safe Habour and Automatic Enrollment.
* 10% Is an internal resource for document related questions with respect to Plan operation/administration.
* 5% Provides recommendations of system enhancements that pertain to plan document and compliance testing preparation.
* 5% Performs other duties as assigned.
** Benefits for Full-Time Employees:*
* ** Voluntary Benefits**:
Including hospital, accident, and critical illness coverage.
** Tuition Reimbursement**:
Invest in your education and career growth. :
Various benefits and financial planning assistance.
** Benefits for Part-Time Employees Working 20+ Hours/Week:
**** Benefits for All Part-Time Employees:** :
Various benefits and financial planning assistance.

EPIC Retirement Plan Services offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join EPIC Retirement Plan Services and build your career through the many growth, learning and collaborative opportunities made available across the company.###
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