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Retirement Compliance Analyst

Location:

TN - Nashville

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

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The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

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We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

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USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Summary:

  • The Defined Contribution (DC) Senior Analyst is a role for an experienced benefits administrator. The DC Senior 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.
  • Communicate effectively with clients and partners to facilitate day-to-day operations; understand clients’ needs, concerns, and ideas; and manage expectations.
  • Proactively anticipate clients’ needs, identify complex issues for clients, and recommend solutions and/or escalate issues to consultants.
  • 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.
  • Inspect results and compare them with client and consultant expectations before turning in work for review.
  • Recommend processes to improve client service and/or business results.
  • Research and develop information to support consultants in resolving client issues and questions.
  • Provide training and guidance to less experienced associates.
  • 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.
  • Understand the technology / software used in the job and assist Analysts with trouble-shooting or problem-solving.
  • Review and approve daily processing, quarterly valuation reporting, and client billing.
  • Monitor plan and regulatory deadlines and work with the team to ensure our commitments are met.
  • Perform eligibility determinations, vesting updates, loan defaults, and similar activities.
  • Reconcile all work products.
  • Prepare client reports and participant statements.

Specific/Individual Core Competencies:

  • Experienced in the operation, design, and regulations governing DC plans
  • Intermediate Microsoft Office skills, particularly in Excel and/or Access
  • Ability to meet deadlines with the highest degree of accuracy
  • Excellent verbal, written, and interpersonal skills
  • Strong organizational and problem solving skills with the ability to track multiple tasks and issues, set goals, and prioritize tasks in a fast-paced environment

Education:

  • Bachelor’s degree in Business, Mathematics, Finance, or related is preferred;
  • 4+ years of employee benefits or DC experience;
  • ASPPA or CEBS exams preferable; and
  • 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:

22943

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