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 #SolvoHRGlobal #LI-PROMOTED #LI-Onsite