Retirement Plan Transition Specialist

Summary

USI Insurance Services is an industry-leading retirement plan consulting and benefits administration firm. The Retirement Plan Transition Specialist will lead the implementation and transition of new retirement plan clients, ensuring a smooth onboarding experience and coordinating across various teams to achieve successful project outcomes.

Responsibilities

• Lead end-to-end implementation and conversion activities for new retirement plan clients, including 401(k), 403(b), and other qualified plans; guide the transition strategy and ensure successful onboarding from sales to service
• Manage implementation timelines, priorities, and project milestones, proactively identifying risks or delays and escalating as needed
• Coordinate and oversee plan setup activities with recordkeepers, payroll providers, and internal teams; ensure alignment with plan requirements and implementation goals
• Serve as the primary liaison across Sales, Relationship Management, Compliance, and Operations teams
• Drive consultative onboarding meetings to review plan design, establish project expectations, and provide guidance regarding timelines, processes, and participant transition activities
• Partner with compliance and operations teams to ensure plan documents and provisions are aligned
• Monitor data integrity and resolve discrepancies throughout implementation
• Educate plan sponsors on plan operations, timelines, and responsibilities
• Maintain implementation tracking and support consistent use of workflows and best practices
• Identify opportunities to enhance implementation processes, recommend improvements, and support the development of standardized tools and best practices

Skills

• 3–5 years of experience in retirement plan administration, implementation, or operations
• Comprehensive knowledge of qualified retirement plans (e.g., ERISA, 401(k), compliance basics)
• Familiarity with plan documents, conversions, and payroll integration processes
• Ability to manage multiple implementations simultaneously
• Exceptional organizational and project management skills with attention to detail
• Ability to build trust-based relationships and collaborate effectively with diverse stakeholders
• Strong consultative and relationship management skills with the ability to influence outcomes and coordinate activities across multiple stakeholders

Qualifications

Must Haves

• 3–5 years of experience in retirement plan administration, implementation, or operations
• Comprehensive knowledge of qualified retirement plans (e.g., ERISA, 401(k), compliance basics)
• Familiarity with plan documents, conversions, and payroll integration processes
• Ability to manage multiple implementations simultaneously
• Exceptional organizational and project management skills with attention to detail
• Ability to build trust-based relationships and collaborate effectively with diverse stakeholders
• Strong consultative and relationship management skills with the ability to influence outcomes and coordinate activities across multiple stakeholders

Benefits

• Competitive pay, incentives, and benefits
• Summit Awards program, rewarding excellence
• Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
• Award-winning wellness program
• College scholarships for associates' children
• Financial help in times of need
• 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
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time