DC Compliance Consultant

Location: Remote — United States

Annual salary: $70,000–$85,000

Company

USI Consulting Group is a retirement plan consulting and benefits administration firm providing retirement plan solutions, compliance guidance, and benefits expertise through hirify.global.

What you will do

• Manage a significant book of complex and high-profile retirement plan clients.
• Process rollovers, distributions, loans, hardship withdrawals, and other complex plan transactions.
• Verify transaction data and documentation to reduce risk and maintain regulatory compliance.
• Resolve escalated participant and client inquiries, complaints, and service issues.
• Prepare compliance, financial, and regulatory reports and coordinate complex projects.
• Support junior team members and stay current on retirement plan regulations, trends, and best practices.

Requirements

• Must be based in the United States for this remote role.
• At least 5 years of employee benefits or defined contribution retirement and recordkeeping experience.
• Experience with Schwab Retirement Technologies or a similar recordkeeping system.
• Ability to read and interpret plan documents and understand defined contribution compliance, testing, and Form 5500 filings.
• Advanced proficiency with Microsoft Outlook, Excel, and Word.
• Strong written and verbal communication, client service, relationship-building, and training skills.

Nice to have

• Bachelor’s degree in business or finance.
• Experience using a database system.

Culture & Benefits

• Competitive pay, potential compensation incentives, and employee recognition programs.
• Medical, dental, vision, wellness, life insurance, disability, 401(k), flexible spending, and health savings accounts.
• Paid time off, paid family leave, and paid holidays.
• Training, professional development, community engagement, and diversity and inclusion programs.