Senior Retirement Plan Strategist

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

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.