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Senior Retirement Plan Specialist

Vensure Employer Solutions

(Chandler AZ)

Vensure is growing both of our divisions that handle 401k. We are looking for a Senior Retirement Plan Specialist who will support our PrismHR Retirement Services team and also a Retirement Specialist who will support the Vensure team. Both descriptions are below and out of our gorgeous Chandler office!

We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company, we'd love to hear from you.

About Us

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting www.vensure.com .

Position Summary

The Senior Retirement Plan Specialist (CSM) serves as the primary relationship manager for employer-sponsored 401(k) plans, overseeing daily administration and ensuring accuracy, timeliness, and full compliance with ERISA and related regulations. This role guides clients through plan implementation, onboarding, and training, while providing ongoing support for plan design, eligibility, contributions, distributions, and annual compliance testing such as ADP/ACP and top-heavy reviews. The CSM also facilitates Form 5500 preparation, audit coordination, and plan amendments, proactively identifying and resolving issues to maintain fiduciary standards. The CSM plays a critical role in delivering a seamless and compliant retirement plan experience while fostering strong client relationships.

Essential Duties and 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.

Knowledge, Skills, and Abilities

• 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.

Education & Experience

• Customer service and relationship management experience is required
• 1+ years of 401(k) administration experience

This position is eligible for the following 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.

Vensure 401k Retirement Benefit Specialist

Position Summary
The Retirement Benefit Specialist position is responsible for assisting Vensure's Retirement Team by providing administrative support to client sponsored retirement plans and Vensure's 401(k) Multiple Employer Plan (MEP). In this role you will be involved in all aspects of the day-to-day operations, including plan compliance, answering plan questions for clients and participants, retirement related payroll adjustments and setting up new retirement plans. The Retirement Benefit Specialist also partners directly with retirement vendors to resolve issues such as file submission errors, correcting payments or addressing employee eligibility.

Essential Duties and 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.

Knowledge, Skills, and Abilities

• 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
• Retirement related credentials a plus (ASPPA, CEBS, etc.)

Education & Experience

• Minimum 2+ years of retirement plan administration experience.
• Payroll experience preferred, familiarity with PrismHR a plus.
• PEO industry experience a plus.
• MEP administration experience preferred.

This position is eligible for the following 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.

How to Apply

Please email your resume directly to Angela.Hitt@vensure.com

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