Retirement Benefit Specialist - AZ

Vensure Employer Services•Chandler, AZ

69d

About The Position

The Retirement Benefit 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 Plan (MEP). In this role you will be involved in all aspects of the day-to-day operations, including plan compliance, answering plan questions for clients and participants, retirement related payroll adjustments and setting up new retirement plans. The Retirement Benefit Specialist also partners directly with retirement vendors to resolve issues such as file submission errors, correcting payments or addressing employee eligibility.

Requirements

Detail oriented
Knowledge of ERISA and DOL retirement plan rules
Familiarity with retirement plan documents
Strong written and oral communication skills
Displays excellent customer service skills
Ability to work effectively in a team environment
Willingness to learn
Proficient with Excel
Minimum 2+ years of retirement plan administration experience.
Payroll experience preferred, familiarity with PrismHR a plus.

Nice To Haves

Retirement related credentials a plus (ASPPA, CEBS, etc.)
PEO industry experience a plus.
MEP administration experience preferred.

Responsibilities

Assist with administration of retirement plans by uploading contribution files, resolving file errors, navigating various retirement provider websites and remitting payments.
Enroll and process retirement contribution rate changes for worksite employees including setting up 401(k) loans or correcting contribution errors.
Communicate with internal and external customers regarding 401(k) administration, including miscellaneous inquiries.
Ability to both follow and create process documents detailing administrative procedures of 401(k) plan processes.
Coordinate with Vensure's retirement vendor to perform due diligence on Vensure's MEP and resolve issues.
Work with Payroll, Client Relations and other Retirement team members to coordinate timely administration of retirement plans.
Maintain accuracy while working with high volumes in a hyper-growth environment.
Other duties and projects as assigned.