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, such as 401(k), 403(b), and other employer-sponsored retirement options.

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

• Tailor content and teaching methods to accommodate various participant demographics and their different levels of understanding regarding retirement planning.

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

• Act as an informative resource for retirement plan education, participant communications, and financial wellness programs.

• Analyze participant engagement metrics, attendance figures, survey responses, and trends in plan usage.

• Suggest enhancements to educational materials and delivery techniques based on program assessments.

• Maintain and revise educational resources for participants in accordance with regulatory standards, plan provisions, industry best practices, and internal guidelines.

• Advocate for technology-driven educational solutions that enhance participant access and interaction.

• Undertake additional tasks and responsibilities as assigned.

⛳️ Requirements

• A bachelor’s degree and three years of experience in retirement plan services, or a comparable combination of education and experience.

• Prior experience in financial education, employee benefits, training, or a related area is preferred.

• Experience with Defined Contribution retirement plans is a plus.

• Strong verbal and written communication abilities.

• Excellent organizational skills and time management capabilities.

• Aptitude for delivering educational content to varied audiences through diverse methods of presentation.

• Proficiency in engaging with clients, participants, and business partners effectively.

• Strong analytical skills for assessing participant engagement, plan usage, and educational outcomes.

• Competence in utilizing technology for training delivery and participant education.

• Capability to articulate complex retirement concepts in a clear manner.

• Strong skills in presentation and facilitation.

• Ability to create educational content for participants and information about other plan services provided by EPIC RPS.

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

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

• Dedication to delivering an outstanding participant experience.

• Moderate travel may be necessary.

• A valid driver’s license and dependable transportation are required.

• Applicants must have authorization to work for any employer in the United States; employment visa sponsorship is not available.

🏝️ Benefits

• Ample paid time off: At least 22 days annually, prorated during the year of hire.

• Six weeks of paid parental leave at full salary.

• Comprehensive medical coverage, including employer HSA contributions for participants in a High Deductible Health Plan.

• Coverage for dental and vision.

• Flexible spending accounts for healthcare and dependent care expenses.

• Employer-funded short-term and long-term disability insurance, with the option for additional long-term coverage.

• Employer-paid basic life insurance, with the option for supplemental coverage.

• Voluntary coverage for hospital, accident, and critical illness.

• 401(k) plan with employer matching contributions.

• Optional Roth 401(k) plan.

• Pension plan availability.

• Adoption assistance benefits.

• Tuition reimbursement program.

• Employee Assistance Program (EAP).

• Pet insurance coverage.

• Financial and banking services benefits along with financial planning support.

• Flexible work arrangements available.

• Wellness initiatives in place.

• Opportunities for volunteer service and partnerships with charitable organizations.

• Development programs and tools for career advancement.

• Competitive salary and performance-based incentives.

• Part-time employee benefits as outlined in the job posting, including paid sick and safe leave.