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Retirement Services Associate


OH - Columbus, TN - Nashville

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Would you like to join a fast-paced and growing worldwide financial services organization focused on the retirement plan industry? At $25 trillion in assets, the retirement market is central to the investment and financial industry. USICG provides an energetic learning environment for individuals seeking an exciting, rewarding career with aspects of accounting, finance, analytics, and client service.

You will work side-by-side with some of the top consultants and innovative minds in the industry, providing you a platform for career growth within a dynamic employee-centric Firm.

General Summary:

This is an entry-level role providing administration and analytical support to senior staff while learning about the design, operations, and regulations governing retirement plans, such as 401(k) and Employee Stock Ownership Plans.

Essential Duties and Responsibilities:

  • Collect, scrub, analyze, manipulate, and process data files
  • Perform standard calculations, such as benefit payments, contributions amounts, and earning calculations
  • Prepare government filings such as Forms 1099-R, 5330, 5500 and 8955-SSA
  • Respond to participant inquiries regarding plan provisions and distribution status
  • Reconcile all work products
  • Prepare client reports and participant statements

Specific/Individual Core Competencies:

  • Basic knowledge of finance and accounting principles
  • 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; OR
  • 1+ years of work experience in employee benefits, financial services, accounting, or a related field; AND
  • Demonstrated record of success in academics and/or on the job

Job ID:


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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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