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Vensure Employer Solutions · 2 months ago

Senior Retirement Plan Specialist - AZ, GA - On Site

Chandler, AZ

Full-time

Onsite

Mid, Senior Level

1+ years exp

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions. The Senior Retirement Plan Specialist serves as the primary relationship manager for employer-sponsored 401(k) plans, overseeing daily administration and ensuring compliance with ERISA and related regulations.

Customer ServiceFinancial ServicesHuman ResourcesRisk Management

Responsibilities

Serve as the primary relationship manager for assigned book of business

Oversee day-to-day administration and monitoring of contribution submissions, and contribution rate changes

Provide proactive and responsive support to employers, addressing questions and resolving issues related to plan operations, and any required corrections

Assist through the plan onboarding process, including the distribution of initial participant notices

Conduct employer training sessions to ensure understanding of plan responsibilities, processes and deadlines

Monitor and manage key compliance milestones including eligibility tracking, nondiscrimination testing (e.g., ADP/ACP, top-heavy, coverage), timely Form 5500 preparation, and coordination of plan audits to ensure adherence to ERISA and IRS regulations

Provide guidance to plan sponsors on fiduciary responsibilities, including interpretation of plan provisions, participant disclosures, and regulatory updates

Identify and assist with resolution of operational errors and compliance failures, including correction methods under IRS and DOL guidelines (e.g., EPCRS, VFCP)

Collaborate with internal teams and external vendors (e.g., recordkeepers, TPAs, auditors, legal counsel) to ensure accurate plan administration, timely issue resolution, and seamless service delivery

Review and interpret plan documents to guide clients in accordance with plan provisions and regulatory requirements

Participating in team meetings, training, and ongoing professional development related to retirement plan administration

Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are completed accurately and on time for assigned booked of business

Complete projects as assigned by supervisor

Qualification

ERISA complianceCustomer serviceRelationship managementMicrosoft ExcelProblem solvingCommunication skillsAttention to detailOrganizational skillsTeam player

Required

Strong customer service skills, with a professional and solution-oriented approach

Excellent written and verbal communication skills

High attention to detail

Organizational and time management skills

Problem solving skills

Proficiency with Microsoft Office, especially Excel, Word, and Outlook

Team player mentality, with a collaborative and adaptable approach to supporting broader service goals

Customer service and relationship management experience is required

1+ years of 401(k) administration experience

Benefits

Health Insurance: Medical, dental, and vision coverage

Retirement Plan: 401(k) with company match

Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law

Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.

Company

Vensure Employer Solutions

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

Founded in 2004

Chandler, Arizona, USA

1001-5000 employees