Retirement Plan Education Specialist

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Design and implement educational programs focused on retirement planning for Defined Contribution plans, encompassing 401(k), 403(b), and other employer-sponsored retirement options.

• Facilitate one-on-one consultations, group presentations, enrollment sessions, webinars, workshops, and virtual learning events.

• Tailor educational materials and delivery methods to accommodate various participant demographics and differing levels of retirement planning expertise.

• Collaborate with Retirement Plan Consultants, Relationship Managers, and Plan Sponsors to assess educational needs and formulate engagement strategies.

• Act as a knowledgeable resource for retirement plan education, participant communication, and financial wellness programs.

• Analyze participant engagement metrics, attendance statistics, survey responses, and trends in plan utilization.

• Suggest improvements to educational content and delivery methods based on program evaluations.

• Keep participant education materials current with regulatory standards, plan specifications, industry best practices, and organizational guidelines.

• Support tech-driven educational solutions that enhance participant access and engagement.

• Work in partnership with internal stakeholders while ensuring the confidentiality of participant and plan information.

• Carry out additional duties and responsibilities as assigned.

• Engage in moderate travel to facilitate education sessions and meetings.

⛳️ Requirements

• Bachelor's degree along with three (3) years of experience in retirement plan services, or a comparable mix of education and experience.

• Preferred background in financial education, employee benefits, training, or a similar field.

• Experience with Defined Contribution retirement plans is preferred.

• Excellent verbal and written communication capabilities.

• Strong organizational and time management skills.

• Capability to effectively present educational content to diverse audiences through various delivery methods.

• Ability to communicate proficiently with clients, participants, and business partners.

• Robust analytical skills to assess participant engagement, plan utilization, and educational outcomes.

• Familiarity with technologies used in training delivery and participant education.

• Skill in articulating complex retirement concepts in an understandable manner.

• Strong presentation and facilitation abilities.

• Capacity to succeed in a dynamic and fast-paced environment.

• Competence in creating participant education materials and content for other plan services provided by EPIC RPS.

• Effective problem-solving and decision-making abilities.

• Demonstrated initiative, professionalism, and sound judgment.

• Proficient in Microsoft Office Suite, virtual meeting technologies, financial wellness tools, and participant education platforms.

• Ability to cultivate and sustain relationships with plan sponsors, participants, and internal stakeholders.

• Dedication to providing an outstanding participant experience.

• Moderate travel is a requirement.

• A valid driver's license and reliable transportation are necessary.

• Must be authorized to work for any employer in the United States; employment visa sponsorship is not available.

🏝️ Benefits

• Generous paid time off: a minimum of 22 days annually, prorated during the hiring year.

• Six weeks of paid parental leave at full salary.

• Comprehensive medical coverage with employer HSA contributions for participants in the High Deductible Health Plan.

• Dental and vision insurance.

• Flexible spending accounts for healthcare and dependent care expenses.

• Employer-funded short-term and long-term disability insurance, with optional additional long-term coverage.

• Basic life insurance covered by the employer, with the option for supplemental coverage.

• Voluntary coverage for hospitalization, accidents, and critical illnesses.

• 401(k) plan with employer matching contributions.

• Optional Roth 401(k) plan.

• Pension scheme.

• Adoption support.

• Tuition reimbursement opportunities.

• Employee Assistance Program (EAP).

• Pet insurance options.

• Financial and banking service benefits, along with financial planning assistance.

• Paid sick and safe leave.

• Wellness programs.

• Flexible work options.

• Opportunities for volunteer service and charitable collaborations.

• Career development resources and programs.

• Performance-based incentives.

• Benefits for part-time employees working 20+ hours/week, including medical, dental, vision, voluntary benefits, and parental leave.