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RPS Plan Analyst


OH - Columbus, OH - Toledo, WA - Seattle

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General Description: The Retirement Plan Services Plan Analyst supports the Consultant and functions as the primary day-to-day contact for Retirement Plan clients.


·       Support Consultant by maintaining the client relationship in a proactive manner.

·       Act as the day to day contact for both large and small retirement plan clients; answer questions about plan operations and administration.

·       Assist clients with keeping their plan(s) compliant with ERISA provide information and technical assistance to keep clients informed of industry requirements, changes and trends.

·       Assist clients with operating their plans at the optimal efficiency level. 

·       Research and resolve processing and miscellaneous administrative or billing issues with client and internal team members.

·       Prepare reporting packages in a timely manner; understand and review plan and participant-level reports.

·       Create draft of annual filings; i.e. Forms 5500 8955 and any necessary Form 5330 filings.

·       Draft annual notices for Consultant review, deliver to client contact for distribution.

·       Create and maintain electronic versions of enrollment kits and notices for each retirement plan.

·       Complete quarterly review of all client plans, including census, eligibility, participant loans and distributions.

·       Perform coverage and nondiscrimination tests for Consultant review, and direct corrective actions.

·       Understand other plan issues such as minimum required distributions, hardship distributions, QDROs, joint and survivor requirements, compensation, benefits and contribution limits.

·       Create daily-valued and balance-forward valuations for Consultant review, including reconciliation of assets to trust statement, calculation and allocation of contributions, , and reallocation of forfeitures.

·       Participate in peer review to ensure accuracy of all deliverables.

·       Perform calculation and review of RMDs, QDRO splits, and determine participant account vesting levels.

·       Maintain plan-specific information and records in internal databases and departmental files, following procedures for archiving of documents.

·       Interpret fee schedules and complete quarterly invoicing.

·       Serve as back-up for Participant Call Center.

Knowledge, Skills and Abilities:

·       College degree preferred. 2-3 years current experience in Defined Contribution Administration preferred. Prefer experience with Schwab Retirement Technology.

·       High level of computer literacy including working knowledge of Windows, Excel, Word for Windows and databases.

·       Establish effective working relationships with Clients, Internal Partners, and Vendors.

·       Working knowledge of daily-valued and balance forward valuations and plan documents and implications of plan provisions. Ability to read and understand plan documents.

·       Working knowledge of pension laws and IRS regulations; ability to research compliance issues.

·       Excellent written and verbal communication skills. Excellent attention to detail, problem-solving, organizational and time-management skills.

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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