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 Benefits Specialist position is responsible for providing advanced administrative support for client-sponsored retirement plans and Vensure's 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP). In this role, you will be involved in all aspects of day-to-day operations, including complex plan compliance items, supporting annual Form 5500 audits, assisting with MEP/PEP conversions, providing technical guidance to client inquiries, and supporting plan enhancement projects. The Senior Retirement Benefits Specialist partners directly with retirement vendors to ensure vendor responsibilities are completed, resolve escalated issues, and mentors other Retirement team members.

Essential Duties and Responsibilities

• Perform advanced daily plan administration duties, including contribution corrections, escalated distribution and loan reviews, and exception processing.
• Communicate with internal and external customers regarding 401(k) administration, serving as a subject matter resource for miscellaneous and advanced inquiries.
• Work directly with vendors and auditors to complete annual Form 5500 audits for Vensure retirement plans, including data validation and responding to audit requests.
• Create, refine, and follow process documents detailing administrative procedures for 401(k) plan processes, ensuring consistency across the team.
• Coordinate with Vensure's retirement vendors to perform due diligence on Vensure's MEPs/PEPs and resolve escalated issues.
• Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects in accordance with plan provisions and regulations.
• Work with Payroll, Sales, Client Relations, and other Retirement team members to coordinate timely and accurate administration of retirement plans.
• Perform advanced daily plan administration duties, including contribution corrections, escalated distribution and loan reviews, and exception processing.
• Communicate with internal and external customers regarding 401(k) administration, serving as a subject matter resource for miscellaneous and advanced inquiries.
• Work directly with vendors and auditors to complete annual Form 5500 audits for Vensure retirement plans, including data validation and responding to audit requests.
• Create, refine, and follow process documents detailing administrative procedures for 401(k) plan processes, ensuring consistency across the team.
• Coordinate with Vensure's retirement vendors to perform due diligence on Vensure's MEPs/PEPs and resolve escalated issues.
• Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects in accordance with plan provisions and regulations.
• Work with Payroll, Sales, Client Relations, and other Retirement team members to coordinate timely and accurate administration of retirement plans. 

Marginal Functions

• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department. 
• Complete projects and other duties as assigned by supervisor.   

Knowledge, Skills, and Abilities

• Strong knowledge of ERISA and DOL retirement plan rules.
• Demonstrated competency in computer operations, including data entry, file management, and navigating various software platforms with efficiency and accuracy. 
• Strong ability to read, understand, and interpret a variety of written materials including retirement plan documents, regulations, rules and policies. 
• Skilled in composing routine reports, internal correspondence, and documentation with clarity, accuracy, and attention to detail. 
• Capable of communicating effectively, professionally, and respectfully with individuals at all organizational levels, including internal teams, external partners, and stakeholders.
• Demonstrates sound judgment in routine situations and the ability to adapt to changing priorities while maintaining a high level of productivity. 
• Demonstrates exceptional organization and attention to detail, with diligent follow‑through to support accurate plan administration and regulatory compliance.
• Effectively prioritizes multiple tasks and deadlines in a fast‑paced environment
• Capable of working effectively under supervision while also demonstrating initiative and accountability in completing tasks independently. 
• Adapts quickly to process changes, regulatory updates, and evolving business needs.
• Maintains a strong work ethic, reliability, and commitment to excellence in all responsibilities, with a focus on integrity, confidentiality, and continuous improvement.
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed. 

Required Education & Experience

• Associate’s degree or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• 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) a plus.
• Credentials such as American Society of Pension Professionals & Actuaries (ASPPA) or National Institute of Pension Administrators (NIPA) and Certified Employee Benefit Specialist (CEBS) is preferred; or the willingness to earn one within 12 months.

Required Licenses And/Or Certifications

Not applicable

Physical, Mental, & Communication Demands

Physical Demands:

• Sedentary Work: Involves sitting for extended periods, often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands:

• Decision Making: Ability to make quick, informed decisions based on data and market conditions.
• Attention to Detail: High level of accuracy needed for managing presentations, reports and communications.
• Problem-Solving: Continuous need to identify and resolve issues that may impact performance.  
• Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
• Stress Management: Ability to handle high-pressure situations calmly and effectively, especially when dealing with client concerns.

Communication Demands:

• Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors.
• Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and concise documentation, including emails and notes. 
• Verbal Communication: Provide clear instructions and support to clients, employees and managers.
• Presentation Skills: Proficiency in presenting strategies and performance reports to executive leadership and stakeholders.

Environmental Conditions

Indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, or co-workers.  

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.

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