DC Consultant

USI Insurance Services; United States; On-site; USD 55,000 - 70,000; Full time

Job summary

USI Insurance Services' DC Practice is seeking an experienced retirement plan consultant to build and manage relationships with clients, provide guidance on plan features, and ensure regulatory compliance.

You will handle complex transactions, coordinate projects, mentor junior staff, and stay current on industry trends while leveraging Schwab Retirement Technologies and other recordkeeping tools.

Qualifications

• 5+ years of employee benefits or defined contribution retirement/recordkeeping experience.
• Bachelor’s degree in business or finance preferred.
• Experience with Schwab Retirement Technologies (SRT) or other similar recordkeeping systems.
• Ability to read and interpret all plan documents.
• Understanding of defined contribution compliance work including testing and 5500s.
• Advanced skill level in Microsoft Office products, including Outlook, Excel, Word.
• Prior experience utilizing a database system preferred.
• Excellent verbal and written communication skills.
• Ability to provide excellent client service and build client relationships.
• Willingness to participate in the training of new team members where appropriate.

Responsibilities

• Manage a significant book of clients, including high-profile and complex accounts.
• Process a wide range of complex plan transactions. Includes rollovers, distributions, loans, and hardship withdrawals.
• Verify the accuracy of transaction data and documentation to mitigate risk and ensure compliance.
• Resolve escalated participant inquiries through call center or website.
• Resolve client inquiries and complaints in a timely and professional manner.
• Manage/complete reports in a timely manner. Includes compliance, financial and regulatory reports.
• Demonstrate a deep understanding of various retirement plan types and their features.
• Use retirement plan software and other technology tools effectively.
• Manage and coordinate complex retirement plan projects.
• Ensure project deadlines are met, and results are delivered on time and with accuracy.
• Participate in industry conferences, webinars, and training programs.
• Stay informed on retirement plan trends, regulations, and best practices.
• Provide guidance and support to junior team members.

Skills

Employee benefits experience

Recordkeeping systems

Regulatory compliance

Client service & relationship building

Reading plan documents

Microsoft Office

Project coordination

Mentoring juniors

Education

Bachelor's degree in business or finance

Tools

Schwab Retirement Technologies (SRT)

Job description

Description and Requirements

Requirements

Description and Requirements

General Description:

Responsible for building and maintaining strong relationships with the USI Consulting Group’s DC Practice’s clients. Provide expert guidance on retirement plan features, benefits, and options. Ensure compliance with regulatory requirements and oversee the administration of retirement plans.

Responsibilities

• Manage a significant book of clients, including high-profile and complex accounts.
• Process a wide range of complex plan transactions. Includes rollovers, distributions, loans, and hardship withdrawals.
• Verify the accuracy of transaction data and documentation to mitigate risk and ensure compliance.
• Resolve escalated participant inquiries through call center or website.
• Resolve client inquiries and complaints in a timely and professional manner.
• Manage/complete reports in a timely manner. Includes compliance, financial and regulatory reports.
• Demonstrate a deep understanding of various retirement plan types and their features.
• Use retirement plan software and other technology tools effectively.
• Manage and coordinate complex retirement plan projects.
• Ensure project deadlines are met, and results are delivered on time and with accuracy.
• Participate in industry conferences, webinars, and training programs.
• Stay informed on retirement plan trends, regulations, and best practices.
• Provide guidance and support to junior team members.

Knowledge, Skills And Abilities

• 5+ years of employee benefits or defined contribution retirement/recordkeeping experience.
• Bachelor’s degree in business or finance preferred.
• Experience with Schwab Retirement Technologies (SRT) or other similar recordkeeping systems.
• Ability to read and interpret all plan documents.
• Understanding of defined contribution compliance work including testing and 5500s.
• Advanced skill level in Microsoft Office products, including Outlook, Excel, Word.
• Prior experience utilizing a database system preferred.
• Excellent verbal and written communication skills.
• Ability to provide excellent client service and build client relationships.
• Willingness to participate in the training of new team members where appropriate.

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (USI). To learn more, visit usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise - the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Annual salary range is $55,000 - $70,000, plus potential compensation incentives