Sr. Retirement Benefits Specialist in Multiple Locations at Distro

17967 - Sr. Retirement Benefits Specialist MI On Site

Position Summary: The Senior Retirement Benefits Specialist provides advanced administrative support for client-sponsored retirement plans and Vensure's 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP). Responsibilities include day-to-day operations, complex plan compliance, supporting annual Form 5500 audits, assisting with MEP/PEP conversions, providing technical guidance to client inquiries, supporting plan enhancement projects, partnering directly with retirement vendors, resolving escalated issues, and mentoring Retirement team members.

Essential Duties and Responsibilities:

Perform advanced daily plan administration, including contribution corrections, escalated distribution and loan reviews, and exception processing.

Serve as a subject-matter resource for internal and external 401(k) administration inquiries, including miscellaneous and advanced questions.

Support annual Form 5500 audits for Vensure retirement plans: validate data, respond to audit requests, and coordinate with auditors and vendors.

Assist with MEP/PEP conversions and perform due diligence with Vensure's retirement vendors to resolve escalated issues.

Create, refine, and follow process documentation for 401(k) administrative procedures to ensure team consistency.

Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects per plan provisions and regulations.

Coordinate with Payroll, Sales, Client Relations, and other Retirement team members to ensure timely and accurate plan administration.

Provide technical guidance and escalate/resolve vendor-related issues as needed; mentor other Retirement team members.

Marginal Functions:

Build and maintain collaborative relationships with team members across disciplines to ensure coordinated communications and services for clients.

Attend webinars and training to stay current on best practices relevant 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: accurate data entry, file management, and efficient navigation of multiple software platforms.

Ability to read, interpret, and apply retirement plan documents, regulations, rules, and policies.

Skilled in composing routine reports, internal correspondence, and documentation with clarity and attention to detail.

Professional and respectful communication with internal teams, external partners, and stakeholders at all organizational levels.

Sound judgment in routine situations and adaptability to changing priorities while maintaining productivity.

Exceptional organization, attention to detail, and diligent follow-through to support accurate plan administration and regulatory compliance.

Effective prioritization of multiple tasks and deadlines in a fast-paced environment.

Ability to work under supervision and independently with initiative and accountability.

Adaptability to process changes, regulatory updates, and evolving business needs.

Strong work ethic, reliability, integrity, confidentiality, and commitment to continuous improvement.

Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and demonstrated ability to learn new applications.

Required Education & Experience:

Associates degree or equivalent combination of experience, skills, and education preferred (including non-traditional degree programs, certifications, or job training programs).

3+ years of retirement plan administration experience.

Proven ability to work with large datasets in Excel.

Payroll experience is a plus.

MEP/PEP administration experience preferred.

Professional Employer Organization (PEO) experience is a plus.

Credentials such as ASPPA, NIPA, or CEBS are preferred, or willingness to earn one within 12 months.

Required Licenses And/Or Certifications: Not applicable.

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