Senior DC Plan Consultant & Client Advocate

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

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.