Retirement Plan Manager - AZ - On Site

Vensure Employer Solutions•Chandler, AZ

19h•Onsite

About The Position

The Retirement Plan Manager serves as a strategic leader in the implementation and ongoing administration of employer-sponsored 401(k) plans, applying expertise in ERISA regulations and retirement plan compliance. The role partners with internal teams and external stakeholders to onboard new client plans and provides guidance on plan design, fiduciary responsibilities, and regulatory adherence. The position manages an assigned book of retirement plan clients, supporting them during onboarding and after installation. It coordinates notices and employer communications, responds to employer and participant questions, monitors contributions and eligibility, supports training, prepares and reviews plan documents and service agreements, and assists with compliance documentation. The role also maintains accurate client records and plan documentation, escalates operational or compliance concerns, and contributes to team projects and professional development. Regular on-site attendance is an essential function for secure system access, collaboration on sensitive technical matters, operational meetings, and hands-on involvement. The position is performed in a professional, climate-controlled office with typical lighting and low to moderate noise. It involves computer and standard office equipment use, extended screen time, and in-person collaboration. Occasional movement around the office and travel to client sites, airports, hotels, or conference venues may occur.

Requirements

At least five years of experience in 401(k) plan administration, ERISA compliance, retirement plan operations, or benefit plan onboarding/implementation.
At least three years of experience leading 401(k) plan implementation projects while working for a Professional Employer Organization (PEO), Third Party Administrator, or payroll provider.
At least three years of client-facing customer service and relationship-building experience.
Understanding of ERISA, Internal Revenue Code regulations, Department of Labor requirements, and fiduciary responsibilities.
Knowledge of plan document types, eligibility requirements, vesting schedules, safe harbor rules, contribution limits, and testing such as ADP/ACP and top-heavy testing.
Knowledge of co-employment models, benefits administration in HR environments, aggregated employer reporting, master plans, and multiemployer onboarding.
Familiarity with new plan setups, takeover plans, asset mapping, prior plan history review, and integrations.
Knowledge of plan establishment data requirements, including census data, compensation types, and plan elections.
Understanding of recordkeepers, TPAs, payroll systems, data transmission standards, contribution remittance, and plan reporting systems.
Understanding of the roles of advisors, TPAs, custodians, auditors, and payroll teams, as well as service agreements, SLAs, and investment lineup structures.
Proficiency with Microsoft Office applications, including Outlook, Microsoft Teams, Excel, Word, and PowerPoint, and ability to learn other applications.
Strong professional communication, active listening, client service, accuracy, organization, prioritization, problem-solving, judgment, adaptability, and teamwork skills.
Ability to explain retirement plan processes and complex HR, legal, and compliance concepts clearly to people with varying levels of understanding.
Associate or bachelor's degree, or an equivalent combination of experience, skills, and education, preferred.

Nice To Haves

Associate or bachelor's degree, or equivalent combination of experience, skills, education, certifications, or job training.
ASPPA or NIPA credentials, or willingness to earn one within 12 months.

Responsibilities

Lead and support onboarding of new 401(k) plans, ensuring setup tasks and documentation are completed accurately and on time.
Serve as the primary contact for an assigned book of retirement plan clients during onboarding and ongoing support.
Coordinate participant notices and employer communications during onboarding and throughout the plan lifecycle.
Support employers and participants with plan operations, including eligibility, contributions, and general inquiries.
Monitor and assist with contribution submissions, rate changes, and eligibility tracking.
Collaborate with the team to provide a seamless onboarding experience and ongoing client support.
Assist with scheduling and facilitating employer training on plan responsibilities and deadlines.
Prepare and review plan documents and service agreements, oversee payroll vendor integrations, and support accurate, timely contribution processing.
Support preparation and review of compliance documentation, including nondiscrimination testing and Form 5500 assistance.
Escalate operational issues and compliance concerns to senior team members.
Maintain accurate client records in the CRM and ensure plan documentation is maintained according to internal procedures and regulatory requirements.
Maintain operational excellence and foster long-term client satisfaction.
Participate in team meetings, training, webinars, and professional development to stay current on retirement plan administration practices.
Contribute to internal projects and initiatives as assigned by management.
Build and maintain relationships with team members and colleagues across disciplines to coordinate client communications and services.

Benefits

Medical, dental, and vision coverage.
401(k) with company match.
Paid time off, holidays, parental leave, and sick leave as required by applicable state law.
Life insurance.
Short-term and long-term disability coverage.
Employee assistance program (EAP).
Flexible spending account (FSA) and health savings account (HSA).
Identity theft protection.
Critical illness, accident, cancer, and hospital protection.
Legal insurance.
Pet insurance.