Skip to content

Retirement Analyst


OH - Toledo

Apply now Share Share Analyst (Direct Solutions, Kyle Pifher, OH, Posting 1 of 2) with Facebook Share Analyst (Direct Solutions, Kyle Pifher, OH, Posting 1 of 2) with LinkedIn Share Analyst (Direct Solutions, Kyle Pifher, OH, Posting 1 of 2) with Twitter Share Analyst (Direct Solutions, Kyle Pifher, OH, Posting 1 of 2) with a friend via e-mail

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.

Unrivaled Resources and Support

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.

Unique Employee Programs and Deep Community Engagement

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.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
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:

This is an entry level analyst position providing administration and analytical support to senior staff while continuing to learn about the design, operations, and regulations governing retirement plans, such as 401(k).

Essential Duties and Responsibilities:

  • Collect, scrub, analyze, manipulate, and process complex data
  • Perform a variety of calculations, including contributions, distributions, and earnings
  • Prepare government filings such as Forms 1099-R, 5330, 5500 and 8955-SSA
  • Perform nondiscrimination testing
  • Inspects own work and results and compares them with the consultant and client expectations
  • Researches and develops information to support consultants in resolving client issues / questions
  • Evaluates client situations and processes and recommends solutions to consultants
  • Reconcile all work products
  • Prepare client reports and participant statements
  • Attains individual billing plan and realization goals by performing work efficiently and seeking additional projects
  • Communicates effectively with clients and partners to facilitate day to day operations
  • All other duties as assigned

Specific/Individual Core Competencies:

  • Basic knowledge of finance and accounting principle
  • Proficient in use of Microsoft Word, Excel and Outlook and in use of required processing software/systems
  • Capable of multi-tasking, problem-solving and meeting deadlines with the highest degree of accuracy
  • Detail-oriented with strong organization and communication skills
  • Ability to work independently while also exhibiting a strong team approach to managing and developing relationships


  • 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

Revised/Approval Date:

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:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email