[Hiring] DC Consultant @USI Holdings Corporation

Role 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.

• Manage a significant book of clients, including high-profile and complex accounts.
• Process a wide range of complex plan transactions, including 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, including 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.

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.

Benefits

• Competitive pay, incentives, and benefits.
• Summit Awards program recognizing excellence.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial help in times of need.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.
• Wide range of health, welfare, and financial benefits including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.

Company Description

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.

• 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).