Senior Plan Administration Analyst, Part-Time, Temporary

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Maintain documentation for both qualified and certain non-qualified retirement plans.

• Act as an internal and external authority on plan documents, provisions, and design.

• Ensure that plan documents are current and comply with existing legislation and guidelines.

• Provide guidance on ERISA, fiduciary responsibilities, and strategic plan design to clients, advisors, and internal staff.

• Offer solutions for questions and issues related to plan administration.

• Assist in various and cross-functional activities related to qualified plan administration.

• Supervise the generation of annual Safe Harbor and Automatic Enrollment notifications.

• Confirm that all regulatory disclosure requirements are fulfilled.

• Suggest system improvements for plan document management.

• Carry out other tasks as assigned.

⛳️ Requirements

• A Bachelor's degree along with ten (10) years of experience or a comparable combination of education and experience.

• Must obtain Certified Pension Consultant (CPC) certification, or an equivalent qualification.

• Capability to read and interpret procedural manuals and technical guidelines.

• Proficient in writing routine reports and correspondence.

• Effective communication skills for interactions with both internal and external contacts.

• Problem-solving ability in practical scenarios with limited standardization.

• Skill in interpreting written, oral, diagrammatic, or schedule instructions.

• Strong proficiency in MS Office applications.

• Experience in spreadsheets, database management, and presentation design.

• Excellent analytical, interpersonal, written, and verbal communication abilities.

• A strong focus on client service.

• Proactive, self-sufficient, detail-oriented, capable of multitasking and meeting project deadlines.

• Commitment to professional development, self-improvement, and lifelong learning.

• Understanding of essential plan design, compliance, and fiduciary topics related to 401(k) plans.

• Familiarity with the retirement plan industry and insurance/mutual fund products.

• Annual continuing education credits are required to maintain professional designations.

• Previous experience in client and vendor relationship management.

• Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available.

🏝️ Benefits

• Flexible work arrangements.

• Generous paid time off policies.

• Wellness initiatives.

• Opportunities for community volunteer service and charitable partnerships.

• Career development programs and resources.

• Competitive salary and performance-based incentives.

• Medical coverage with employer HSA contributions for HDHP participants (part-time employees working 20+ hours/week).

• Dental and vision coverage (part-time employees working 20+ hours/week).

• Optional hospital, accident, and critical illness coverage (part-time employees working 20+ hours/week).

• Six weeks of paid parental leave at 100% of salary.

• 401(k) plan with employer matching, optional Roth 401(k), and pension plan for eligible employees.

• Paid sick and safe leave.

• Employee Assistance Program (EAP).

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

• At least 22 days of paid time off annually for full-time employees, prorated in the year of hire.

• Flexible spending accounts for healthcare and dependent care expenses.

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

• Employer-paid basic life insurance, with optional supplemental coverage.

• Adoption assistance.

• Tuition reimbursement.

• Pet insurance.