Retirement Plan Specialist - AZ - On Site

Vensure Employer Solutions • Chandler, AZ

19h • Onsite

About The Position

The Retirement Plan Specialist supports the setup and administration of employer-sponsored 401(k) plans, including assisting with recordkeeper transfers. This role provides responsive service to employers and participants, helping resolve issues and answer questions related to plan operations, eligibility, contributions, and compliance. The specialist works closely with internal teams and external partners to ensure accurate execution and client satisfaction.

Requirements

• Customer service and relationship management experience is required
• Proficiency with Microsoft Office, especially Excel, Word, and Outlook
• Strong customer service skills, with a professional and solution-oriented approach
• Excellent written and verbal communication skills
• High attention to detail
• Organizational and time management skills
• Problem solving skills
• Team player mentality, with a collaborative and adaptable approach to supporting broader service goals

Nice To Haves

• 401(k) administration experience preferred, but not required
• Credential such as ASPPA or NIPA preferred; or willingness to earn one within 12 months

Responsibilities

• Assist with onboarding new 401(k) plans, including gathering initial documentation and coordinating setup tasks.
• Support the distribution of participant notices and employer communications during implementation.
• Provide responsive customer service to employers and participants regarding plan operations, including eligibility, contributions, and general inquiries.
• Facilitate 401(k) recordkeeper transfers by coordinating with clients, recordkeepers, and internal teams to ensure accurate and timely execution.
• Assist customers and plan participants with questions and concerns related to recordkeeper transitions, providing clear guidance and issue resolution.
• Monitor contribution submissions and assist with updates to contribution rates and eligibility tracking.
• Collaborate with sales and senior leadership to ensure timely and accurate plan administration.
• Help coordinate employer training sessions and provide guidance on plan processes, deadlines, and transfer-related procedures.
• Assist with preparation and review of compliance documentation, including nondiscrimination testing and Form 5500 support.
• Identify and escalate operational issues or compliance concerns to senior team members for resolution.
• Maintain accurate records and documentation in accordance with internal procedures and regulatory requirements.
• Maintain and update CRM data to ensure client information, interactions, and service activities are accurately recorded.
• Participate in team meetings, training sessions, and ongoing professional development.
• Support internal projects and initiatives as assigned by management.
• Collaborate closely with team to ensure tasks and responsibilities are completed accurately and on time for assigned book of business.
• Complete projects as assigned by supervisor.

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
• 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 insurance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed