Retirement Benefit Specialist - AZ- On Site jobs in United States
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Vensure Employer Solutions · 2 months ago

Retirement Benefit Specialist - AZ- On Site

Vensure Employer Solutions is a provider of PEO solutions and human resource outsourcing for small and mid-market businesses. The Retirement Benefit Specialist position involves providing administrative support for client-sponsored retirement plans and Vensure's 401(k) Multiple Employer Plan, including compliance, payroll adjustments, and vendor coordination.

Customer ServiceFinancial ServicesHuman ResourcesRisk Management

Responsibilities

Assist with administration of retirement plans by uploading contribution files, resolving file errors, navigating various retirement provider websites and remitting payments
Enroll and process retirement contribution rate changes for worksite employees including setting up 401(k) loans or correcting contribution errors
Communicate with internal and external customers regarding 401(k) administration, including miscellaneous inquiries
Ability to both follow and create process documents detailing administrative procedures of 401(k) plan processes
Coordinate with Vensure's retirement vendor to perform due diligence on Vensure's MEP and resolve issues
Work with Payroll, Client Relations and other Retirement team members to coordinate timely administration of retirement plans
Maintain accuracy while working with high volumes in a hyper-growth environment
Other duties and projects as assigned

Qualification

ERISA knowledgeRetirement plan administrationExcel proficiencyCustomer service skillsWillingness to learnRetirement documentsPEO industry experienceMEP administration experiencePrismHR familiarityRetirement credentialsTeamworkWritten communicationOral communication

Required

Minimum 2+ years of retirement plan administration experience
Detail oriented
Knowledge of ERISA and DOL retirement plan rules
Familiarity with retirement plan documents
Strong written and oral communication skills
Displays excellent customer service skills
Ability to work effectively in a team environment
Willingness to learn
Proficient with Excel

Preferred

Payroll experience preferred, familiarity with PrismHR a plus
PEO industry experience a plus
MEP administration experience preferred
Retirement related credentials a plus (ASPPA, CEBS, etc.)

Benefits

Medical
Dental
Vision
401k w/match
PTO
Paid holidays
And more!

Company

Vensure Employer Solutions

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Vensure Employer Solutions is a privately owned professional employer organization (PEO) headquartered in Chandler, Arizona, with offices in Sarasota, Florida, and Duluth, Georgia.

Funding

Current Stage
Late Stage
Total Funding
$2.2B
Key Investors
Stone Point Capital
2024-10-14Debt Financing· $2.2B
2022-09-06Acquired

Leadership Team

A
Alex Campos
CEO
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Pat Cleary
Chief Growth Officer
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Company data provided by crunchbase