Senior Retirement Benefits Specialist

• Company: Vensure Employer Solutions — the largest privately held organization in the HR technology and service sector, providing HR/HCM technology, managed services, and global BPO; serves over 95,000 businesses and processes over $135B in annual payroll; headquartered in Chandler, Arizona; more at www.vensure.com

• Position: Senior Retirement

Benefits

• Specialist — responsible for advanced administrative support for client-sponsored retirement plans and Vensure's 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP); involved in day-to-day operations, complex plan compliance, supporting Form 5500 audits, assisting with MEP/PEP conversions, providing technical guidance, supporting plan enhancement projects, partnering with vendors, resolving escalated issues, and mentoring team members

• Essential Duties and Responsibilities:

• Perform advanced daily plan administration duties including contribution corrections, escalated distribution and loan reviews, and exception processing

• Serve as subject-matter resource for internal and external 401(k) administration inquiries and advanced technical questions

• Work with vendors and auditors to complete annual Form 5500 audits, including data validation and responding to audit requests

• Create, refine, and follow process documentation for 401(k) administrative procedures to ensure team consistency

• Coordinate due diligence and issue resolution with retirement vendors for Vensure MEPs/PEPs

• Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects per plan provisions and regulations

• Coordinate with Payroll, Sales, Client Relations, and Retirement team members to ensure timely and accurate plan administration

• Marginal Functions:

• Build and maintain relationships with team members and peers across disciplines to ensure effective coordination and client service

• Attend webinars and training to stay current on best practices

• Complete projects and other duties as assigned by supervisor

• Knowledge, Skills, and Abilities:

• Strong knowledge of ERISA and DOL retirement plan rules

• Competency in computer operations: data entry, file management, and navigating software platforms efficiently and accurately

• Ability to read, understand, and interpret retirement plan documents, regulations, rules, and policies

• Skill in composing reports, internal correspondence, and documentation with clarity and attention to detail

• Effective, professional, and respectful communication with all organizational levels, external partners, and stakeholders

• Sound judgment, adaptability to changing priorities, high productivity, and strong organization with diligent follow-through

• Ability to prioritize multiple tasks and deadlines in a fast-paced environment

• Capability to work under supervision and independently with initiative and accountability

• Rapid adaptation to process changes, regulatory updates, and evolving business needs

• Commitment to integrity, confidentiality, and continuous improvement

• Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and ability to learn other applications

• Required Education & Experience:

• Associate’s degree or equivalent combination of experience, skills, and education preferred (including relevant non-traditional programs, certifications, or training)

• 3+ years of retirement plan administration experience

• Proven ability to work with large datasets in Excel

• Payroll experience a plus

• MEP/PEP administration experience preferred

• Professional Employer Organization (PEO) experience a plus

• Preferred credentials: ASPPA, NIPA, CEBS or willingness to earn one within 12 months

• Required Licenses and/or Certifications: Not applicable

• Physical, Mental, & Communication Demands:

• Physical Demands: Sedentary work (extended sitting at desk/computer); frequent use of hands for keyboard/mouse; occasional walking in office or offsite client meetings; visual acuity to read/analyze computer and printed data; minimal lifting of documents and light office supplies

• Mental Demands: Quick, informed decision-making; high attention to detail; problem-solving to identify and resolve performance-impacting issues; multitasking under tight deadlines; stress management in high-pressure client situations

• Communication Demands: Strong interpersonal skills for building relationships with employees, managers, clients, and vendors; cultural sensitivity when communicating with diverse backgrounds; clear written documentation (emails, notes); clear verbal instructions and support; presentation skills for executive leadership and stakeholders

• Environmental Conditions: Indoor office environment; occasional moderate noise from copiers, printers, or coworkers

• Disclaimer: This description does not state or imply the only duties for this role; employee must follow other job-related instructions and perform duties requested by management; management may revise the description; reasonable accommodation will be made for qualified individuals with disabilities; this document does not create an employment contract beyond at-will employment

• 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 as required by state law

• Other benefits: life insurance; short-term and long-term disability; employee assistance program (EAP); flexible spending account (FSA); health savings account (HSA); identity theft protection; critical illness, accident, cancer, and hospital protection; legal and pet insurance

• Additional compensation: [e.g., signing bonus, commission structure] if applicable

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