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Defined Contribution Implementation Consultant


OH - Columbus, OH - Toledo, 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.


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:

The Defined Contribution (DC) Implementation Analyst is a role for an experienced benefits administrator. The DC Implementation Analyst is the primary client contact when onboarding existing and startup retirement plans. This is a career-track position.

Essential Duties and Responsibilities:

·     Lead the implementation and conversion process for startup and newly converting plans.

·     Act as the primary contact for clients, advisors, and prior providers with regard to implementation and conversion of retirement plan administration.

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

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

·     Setup recordkeeping system and website per plan document requirements.

·     Review, reconcile, and load plan and participant data.

·     Draft required notices for transitioning plans and participants.

·     Train plan sponsors and advisors on processes and website.

·     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 goals, which directly affect the profitability of the firm.

·     Answer questions from clients, participants, partners, and coworkers in a timely and professional manner.

·     Reconcile all work products.

·     Perform fund additions, swaps, and fund portfolio setup for all plans.

·     This job description is not intended to be all-inclusive; the employee will be expected to perform other duties as assigned.

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

·     Strong Microsoft Office skills, particularly in Excel

·     Ability to perform detailed work accurately

·     Verbal and written communication skills

·     Preferred experience of Schwab Retirement Technologies recordkeeping software


·     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.

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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.

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