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Retirement Plans Associate

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What you’ll do on a typical day 

• Day-to-day communication with clients and their employees regarding their retirement accounts

• All aspects of daily plan administration, including:

Checking retirement plan transactions for accuracy and compliance

Preparation of plan statements

Reviewing eligibility for participation in plan, loans, and distributions

• Ensuring the timely processing of payroll contributions, participant terminations, and loan distributions.


What you need to succeed at USI:


At a minimum, you’ll need:


• Excellent quantitative skills

• Basic knowledge of IRS and DOL rules &regulations pertaining to the administration of qualified and non- qualified retirement plans

• Excellent communication skills


It’d be great if you also have:


• Bachelor’s Degree in mathematics, economics, finance, business, or computer science

• ASPA, QPA, or QKA designation

• 2 years’ experience

• Strong analytical and problem solving ability


Compensation: We offer an excellent salary that is commensurate with experience.


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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