EPS Staff Consultant (Retirement Plans)

Location: Remote - United States 32923

Annual salary: $45,000-$55,000, plus potential compensation incentives.

Company

USI Consulting Group is a full-service retirement plan consulting and benefits administration firm and an affiliate of hirify.global.

What you will do

• Support recordkeeping and consulting services for assigned 401(k), 403(b), profit sharing, and money purchase retirement plans.
• Reconcile trust and participant asset balances, resolve discrepancies with senior team members, and process distributions, loans, forfeitures, and other transactions.
• Retrieve partner-portal reports, maintain work-tracking logs, and ensure accurate processing according to service standards, deadlines, and plan documents.
• Manage day-to-day client contact and respond to client or participant calls and emails within 4 business hours.
• Assist with Form 5500/SAR, audit packages, required minimum distributions, compliance tests, data reconciliation, checklists, and deadline management.
• Track core and non-core TPA projects to support proper client invoicing and complete special projects.

Requirements

• Associate’s or bachelor’s degree in Mathematics, Business, Finance, or Accounting preferred, or equivalent experience.
• Two or more years of related business experience preferred.
• Basic understanding of the retirement plan business and required recordkeeping or compliance services.
• Strong computer skills and solid knowledge of the Windows environment, including Word and Excel.
• Excellent mathematical aptitude, attention to detail, organization, multitasking, communication, accounting, and interpersonal skills.
• Ability to meet client deliverables requiring extended working hours during peak work periods.
• ASPPA RPF certificate completion preferred or willingness to obtain it.

Nice to have

• Relius Administration experience.

Culture & Benefits

• Remote work in the United States.
• Competitive pay, potential incentives, and employee recognition programs.
• Medical, wellness, dental and vision benefits, 401(k), flexible spending and health savings accounts, disability coverage, and life insurance.
• Paid time off, paid family leave, and paid holidays.
• Wellness programs, college scholarships for associates’ children, and financial assistance programs.
• Diversity, inclusion, community engagement, and environmental sustainability initiatives.