Senior Retirement Benefits Specialist in Multiple Locations at Distro

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:

Associates 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 data; minimal lifting of documents and light office supplies

Mental Demands: Quick, informed decision-making; high attention to detail; problem-solving to identify and resolve performance-impacting issues; multitasking under tight deadlines; stress management in high-pressure client situations

Communication Demands: Strong interpersonal skills for building relationships with employees, managers, clients, and vendors; cultural sensitivity when communicating with diverse backgrounds; clear written documentation (emails, notes); clear verbal instructions and support; presentation skills for executive leadership and stakeholders

Environmental Conditions: Indoor office environment; occasional moderate noise from copiers, printers, or coworkers

Disclaimer: This description does not state or imply the only duties for this role; employee must follow other job-related instructions and perform duties requested by management; management may revise the description; reasonable accommodation will be made for qualified individuals with disabilities; this document does not create an employment contract beyond at-will employment

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 as required by state law

Other benefits: life insurance; short-term and long-term disability; employee assistance program (EAP); flexible spending account (FSA); health savings account (HSA); identity theft protection; critical illness, accident, cancer, and hospital protection; legal and pet insurance

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

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