Retirement Plan Transition Specialist

USI Insurance Services; United States; On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, dental, vision benefits

Paid time off & holidays

401(k) and wellness programs

Job summary

USI Insurance Services is seeking a New Business Transition Specialist to lead the onboarding of new retirement plan clients, coordinating with recordkeepers and internal teams to ensure smooth transitions from sales to service. You will guide strategy, manage milestones, and resolve implementation challenges.

The role demands 3–5 years in retirement plan administration with strong project management and consultative skills. Attractive benefits and incentives accompany the salary range.

Qualifications

• 3–5 years of experience in retirement plan administration, implementation, or operations.
• Comprehensive knowledge of qualified retirement plans (ERISA, 401(k), compliance basics).
• Familiarity with plan documents, conversions, and payroll integration processes.
• Ability to manage multiple implementations simultaneously.
• Exceptional organizational and project management skills with attention to detail.
• Ability to build trust-based relationships and collaborate with diverse stakeholders.
• Strong consultative and relationship management skills to influence outcomes.

Responsibilities

• Lead end-to-end implementation and conversion activities for new retirement plan clients.
• Manage timelines, priorities, and milestones, identifying risks and escalating as needed.
• Coordinate plan setup with recordkeepers, payroll providers, and internal teams.
• Serve as primary liaison across Sales, Relationship Management, Compliance, and Operations.
• Conduct onboarding meetings to review plan design and timelines.
• Ensure plan documents and provisions are aligned with compliance.
• Monitor data integrity and resolve discrepancies during implementation.
• Educate plan sponsors on plan operations and responsibilities.
• Maintain implementation tracking and promote best practices.

Skills

Retirement plan administration

Project management

Stakeholder collaboration

Job description

About the Role: The New Business Transition Specialist leads the implementation and transition of new retirement plan clients for USI Retirement, ensuring a smooth, accurate, and timely onboarding experience. In this role, you will be the primary point of coordination and consultation across clients, recordkeepers, and internal teams. You will guide implementation strategy, manage project milestones, resolve operational challenges, and facilitate the successful transition from sales to ongoing service.

What You’ll Do

• Lead end-to-end implementation and conversion activities for new retirement plan clients, including 401(k), 403(b), and other qualified plans; guide the transition strategy and ensure successful onboarding from sales to service.
• Manage implementation timelines, priorities, and project milestones, proactively identifying risks or delays and escalating as needed.
• Coordinate and oversee plan setup activities with recordkeepers, payroll providers, and internal teams; ensure alignment with plan requirements and implementation goals.
• Serve as the primary liaison across Sales, Relationship Management, Compliance, and Operations teams.
• Drive consultative onboarding meetings to review plan design, establish project expectations, and provide guidance regarding timelines, processes, and participant transition activities.
• Partner with compliance and operations teams to ensure plan documents and provisions are aligned.
• Monitor data integrity and resolve discrepancies throughout implementation.
• Educate plan sponsors on plan operations, timelines, and responsibilities.
• Maintain implementation tracking and support consistent use of workflows and best practices.
• Identify opportunities to enhance implementation processes, recommend improvements, and support the development of standardized tools and best practices.

What We’re Looking For

• 3–5 years of experience in retirement plan administration, implementation, or operations.
• Comprehensive knowledge of qualified retirement plans (e.g., ERISA, 401(k), compliance basics).
• Familiarity with plan documents, conversions, and payroll integration processes.
• Ability to manage multiple implementations simultaneously.
• Exceptional organizational and project management skills with attention to detail.
• Ability to build trust-based relationships and collaborate effectively with diverse stakeholders.
• Strong consultative and relationship management skills with the ability to influence outcomes and coordinate activities across multiple stakeholders.

Annual Salary Range is $60,000 - $70,000, including potential compensation incentives

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 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.