Senior Retirement Benefits Specialist

• Company: 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 www.vensure.com • Position: 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 • Essential Duties and Responsibilities: • 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 • Marginal Functions: • 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 • Knowledge, Skills, and Abilities: • 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 • Required Education & Experience: • 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, Mental, & Communication Demands: • Physical Demands: Sedentary work (extended sitting at desk/computer); frequent use of hands for keyboard/mouse; occasional walking in office or offsite client meetings; visual acuity to read/analyze computer and printed