Retirement Benefit Specialist - AZ - On Site

Vensure Employer Solutions • Chandler, AZ

7h • Onsite

About The Position

The Retirement Benefits Specialist position is responsible for assisting Vensure's Retirement Team by providing administrative support to 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 the day-to-day operations, including plan compliance, supporting clients and participants, retirement-related payroll adjustments and setting up new retirement plans. The Retirement Benefit Specialist partners directly with retirement vendors to resolve issues and find improvements to plan processes

Requirements

• Organizational skills
• ERISA knowledge
• Strong written and oral communication skills
• Willingness to learn
• Interpersonal skills
• Detail oriented
• Proactive
• Teamwork
• Associates Degree or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• 2+ years of retirement plan experience

Nice To Haves

• Group retirement plan (MEP/PEP) experience a plus
• Retirement related credentials a plus (ASPPA, CEBS, etc.)
• Prism HRIS software experience a plus

Responsibilities

• Assist with administration of retirement plans by uploading contribution files, resolving file errors, navigating retirement provider websites, and remitting payments.
• Support the Vensure MEPs and PEPs through daily administration including reviewing and approving distributions and participant loans, enrolling new participants, and correcting contribution errors.
• Communicate with internal and external customers regarding 401(k) administration, providing subject matter expertise and support for Vensure products and services.
• Ability to both follow and create process documents.
• Partner with Vensure's retirement vendors to perform due diligence on Vensure's MEP/PEP and resolve issues.
• Work with multiple departments including Payroll, Client Relations, and Benefits to coordinate timely administration of retirement plans.
• Coordinate year-end compliance testing and reporting for our various 401(k) plans.
• Annual Form 5500 and audit support
• Maintain accuracy while working with high volumes in a hyper-growth environment

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree