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Retirement Plan Associate

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USI Consulting Group ("USICG") is one of the largest retirement consulting firms in the country providing premier Defined Contribution plan, pension and investment advisory services. As a division of USI Insurance Services ("USI"), a top 10 insurance brokerage and consulting firm, USICG offers a challenging work environment with opportunities for advancement in addition to competitive salaries and an excellent benefits package.    USI is proud to have been recognized by Forbes as one of America’s Best Large Employers in 2018 and 2019!


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:

  • Bachelor’s Degree in mathematics, economics, finance, business, or computer science preferred
  • Excellent communication skills

  • Excellent computer skills (e.g. Microsoft Office Suite)

  • Excellent quantitative skills

  • Strong analytical and problem-solving ability

It would be great if you also have:

  • ASPPA, QPA, or QKA designation
  • 2 years’ experience
  • Basic knowledge of IRS and DOL rules& regulations pertaining to the administration of qualified and non- qualified retirement plans

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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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