DC Sr Consultant

USI Insurance Services; United States; On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Wellness program

College scholarships for associates' ★

Paid time off

Paid holidays

Job summary

USI Insurance Services seeks a seasoned retirement plan professional to build and maintain client relationships while ensuring regulatory compliance and driving growth in the retirement services business.

The role emphasizes overseeing complex record-keeping projects, educating clients on plan features, and delivering tailored consultation across ERISA-regulated environments. Strong data skills and project oversight are essential for success.

Qualifications

• 7-10 years of relevant recordkeeping experience combined with employee benefits or defined contribution experience.
• 5 years of experience with Schwab Retirement Technologies (SRT) or related retirement platforms.
• Bachelor’s degree in business, mathematics, or finance preferred.
• Advanced knowledge of the retirement plan industry with ability to read and interpret plan documents.
• Strong understanding of defined contribution compliance including testing and 5500 preparations.
• In-depth knowledge of ERISA and IRS regulations and compliance requirements.
• Ability to provide outstanding client service and build strong relationships.
• Strong analytical skills and ability to leverage data to solve problems.

Responsibilities

• Oversee and manage complex record-keeping projects with timely, accurate deliverables.
• Develop strong relationships with clients and provide tailored solutions.
• Collaborate with internal and external stakeholders to address record-keeping challenges.
• Provide expert consulting on a range of record-keeping issues.
• Educate clients on retirement plan features, benefits, and options.
• Oversee accuracy and completeness of retirement plan records including participant accounts, contributions, distributions and loans.
• Ensure processes comply with applicable laws and regulations through ongoing updates.
• Manage projects to ensure on-time, on-budget completion.
• Participate in industry conferences, webinars, and workshops.

Skills

Client relationships

Regulatory compliance

Project management

Analytical skills

ERISA knowledge

SRT experience

Financial analysis

Mentoring teammates

Education

Bachelor’s degree in business, mathematics, or finance

Tools

MS Office

Database systems

Job description

Description and Requirements

General Description: Responsible for building and maintaining strong client relationships. Ensure compliance with regulatory requirements and drive business growth.

Responsibilities

• Oversee and manage complex record-keeping projects. Ensure timely and accurate deliverables.
• Develop strong relationships with clients. Understand their needs and provide tailored solutions.
• Collaborate with internal and external stakeholders. Identify and address record-keeping challenges.
• Provide expert consulting services to clients on a range of record-keeping issues.
• Educate clients on retirement plan features, benefits, and options.
• Oversee and ensure the accuracy and completeness of retirement plan records. Includes participant accounts, contributions, distributions, and loans.
• Stay up to date on retirement plan regulations and provisions. Ensure processes and procedures comply with applicable laws and regulations.
• Manage and oversee projects related to retirement plan administration, ensuring they are completed on time and within budget.
• Participate in industry conferences, webinars, and workshops.

Knowledge, Skills And Abilities

• 7-10 years of relevant recordkeeping experience, combined with employee benefits or defined contribution experience.
• 5 years of experience with Schwab Retirement Technologies (SRT) or related retirement platforms.
• Bachelor’s degree in business, mathematics, or finance preferred.
• Advanced knowledge of the retirement plan industry. Ability to read and interpret plan documents.
• Strong understanding of defined contribution compliance, including testing and 5500 preparations.
• In-depth knowledge of ERISA and IRS regulations and compliance requirements.
• Ability to provide outstanding client service and build strong relationships.
• Strong analytical skills and ability to leverage data to solve problems effectively.
• Proven experience in financial analysis and working with numerical data.
• Proven ability to oversee and implement projects efficiently, on time, and according to procedures.
• Ability to mentor and train other team members.
• Advanced skill level in Microsoft Office products. Experience utilizing a database system preferred.

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

• 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).

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!

Benefits

• 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.
• USI also offers 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 $70,000 - $85,000, plus potential compensation incentives