Senior Retirement Benefits Specialist

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

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

• 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

• 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

• 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

• 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 Demands:
  Sedentary work (extended sitting at desk/computer); frequent use of hands for…