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Analyst

Location:

OH - Columbus, OH - Toledo

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General Summary:

The Defined Contribution (DC) Analyst is a role for an experienced benefits administrator. The DC Analyst is the primary client contact in providing daily administration and related services for defined contribution retirement plans, such as 401(k), profit sharing, and employee stock ownership plans. This is a career-track position, potentially leading to a Consultant role.

Essential Duties and Responsibilities:

·         Act as the primary contact for our clients with regard to recordkeeping and retirement plan administration.

·         Handle day to day processing of plan related tasks and participant requests.

·         Monitor participant requests and process timely.

·         Communicate effectively with clients and partners to facilitate day-to-day operations; understand clients’ needs, concerns, and ideas; and manage expectations.

·         Learn the plan provisions for each client and understand the technical rules that govern plans to ensure compliance with ERISA, IRS regulations, and the plan document.

·         Follow established procedures in servicing clients, in order to complete routine work efficiently and manage risk.

·         Perform complex tasks and problem-solving under minimal supervision.

·         Recommend processes to improve client service and/or business results.

·         Research and develop information to support consultants in resolving client issues and questions.

·         Perform work efficiently to attain individual billing and realization rate goals, which directly affect the profitability of the firm.

·         Answer questions from clients, participants, partners, and coworkers.

·         Review and approve daily processing from other team members.

·         Perform eligibility determinations, vesting updates, loan defaults, and similar activities.

·         Reconcile all work products.

·         Prepare client reports and participant statements.

Specific/Individual Core Competencies:

·         Basic knowledge of the design, operation, and regulations governing defined contribution plans, including 401(k), ESOP, 403(b), and 457

·         Time management and organizational skills

·         Analytical skills with an emphasis on problem-solving

·         Intermediate Microsoft Office skills, particularly in Excel and/or Access

·         Ability to perform detailed work accurately

·         Verbal and written communication skills

Education:

·         Bachelor’s degree, preferably in Business, Mathematics, Finance, or related

·         2+ years of employee benefits or defined contribution experience

·         Demonstrated record of success in academics and/or on the job


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.


Job ID:

24132

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