Retirement Plan Manager - AZ

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 Retirement Plan Manager serves as a strategic leader in the implementation and ongoing administration of employer-sponsored 401(k) plans, bringing advanced expertise in ERISA regulations and retirement plan compliance. As a key partner in onboarding new client plans, the Retirement Plan Manager collaborates with internal teams and external stakeholders to deliver a seamless setup experience, while also providing high-level guidance on plan design, fiduciary responsibilities, and regulatory adherence. Essential Duties and Responsibilities Lead and support the onboarding of new 401(k) plans, ensuring timely and accurate completion of setup tasks and documentation. Serve as the primary point of contact for an assigned book of retirement plan clients, guiding them through onboarding and providing ongoing support following installation. Coordinate the distribution of participant notices and employer communications during onboarding and throughout the plan lifecycle. Provide responsive support to employers and participants regarding plan operations, including eligibility, contributions, and general inquiries. Monitor and assist with contribution submissions, rate changes, and eligibility tracking to ensure accurate plan administration. Collaborate with the team to deliver seamless onboarding experience and ongoing client support. Assist in scheduling and facilitating employer training sessions to ensure understanding of plan responsibilities and deadlines. Prepare and review plan documents and service agreements, overseeing payroll vendor integrations, and ensuring accurate and timely contribution processing. Support preparation and review of compliance documentation, including nondiscrimination testing and Form 5500 assistance. Escalate operational issues or compliance concerns to the senior team members for resolution. Maintain and update CRM data to ensure client records are accurately documented. Ensure all plan-related documentation is maintained in accordance with internal procedures and regulatory requirements. Maintain operational excellence and foster long-term client satisfaction. Participate in team meetings, training, and professional development to stay current on retirement plan administration practices. Regular on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement. Contribute to internal projects and initiatives as assigned by management. 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. Knowledge, Skills, and Abilities Understanding of ERISA, IRC regulations, DOL requirements, and fiduciary responsibilities. Knowledge of plan document types (prototype, volume submitter, customized plans). Understanding of eligibility requirements, vesting schedules, safe harbor rules, contribution limits, and testing (ADP/ACP, top-heavy). Knowledge of co-employment models and how benefits administration differ from traditional HR environments. Understanding of aggregated employer reportin