Retirement Plan Specialist - AZ - On Site

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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.

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Position Summary

The Retirement Plan Specialist supports the setup and administration of employer-sponsored 401(k) plans, including assisting with recordkeeper transfers. This role provides responsive service to employers and participants, helping resolve issues and answer questions related to plan operations, eligibility, contributions, and compliance. The specialist works closely with internal teams and external partners to ensure accurate execution and client satisfaction

The Retirement Plan Specialist supports the setup and administration of employer-sponsored 401(k) plans, including assisting with recordkeeper transfers. This role provides responsive service to employers and participants, helping resolve issues and answer questions related to plan operations, eligibility, contributions, and compliance. The specialist works closely with internal teams and external partners to ensure accurate execution and client satisfaction

Essential Duties and Responsibilities

• Assist with onboarding new 401(k) plans, including gathering initial documentation and coordinating setup tasks.
• Support the distribution of participant notices and employer communications during implementation.
• Provide responsive customer service to employers and participants regarding plan operations, including eligibility, contributions, and general inquiries.
• Facilitate 401(k) recordkeeper transfers by coordinating with clients, recordkeepers, and internal teams to ensure accurate and timely execution.
• Assist customers and plan participants with questions and concerns related to recordkeeper transitions, providing clear guidance and issue resolution.
• Monitor contribution submissions and assist with updates to contribution rates and eligibility tracking.
• Collaborate with sales and senior leadership to ensure timely and accurate plan administration.
• Help coordinate employer training sessions and provide guidance on plan processes, deadlines, and transfer-related procedures.
• Assist with preparation and review of compliance documentation, including nondiscrimination testing and Form 5500 support.
• Identify and escalate operational issues or compliance concerns to senior team members for resolution.
• Maintain accurate records and documentation in accordance with internal procedures and regulatory requirements.
• Maintain and update CRM data to ensure client information, interactions, and service activities are accurately recorded.
• Participate in team meetings, training sessions, and ongoing professional development.
• Support internal projects and initiatives as assigned by management.
• Collaborate closely with team to ensure tasks and responsibilities are completed accurately and on time for assigned book 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
• 401(k) administration experience preferred, but not required

Required Licenses and/or Certifications

• Credential such as ASPPA or NIPA preferred; or willingness…