Retirement Plan Specialist - AZ - On Site

Vensure Employer Solutions • Chandler, AZ

14h • Onsite

About The Position

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

The position includes onboarding plans, coordinating communications and transfers, monitoring contributions and eligibility, assisting with compliance documentation, and maintaining accurate client and plan records. Regular on-site attendance is an essential job function. The role is performed in a professional, climate-controlled office environment with regular computer use, in-person collaboration, and meetings. Travel to client sites, airports, hotels, or conference venues may involve occasional movement.

Requirements

• Two years of experience in client-facing customer service and relationship management.
• Proficiency with Microsoft Office, including Outlook, Microsoft Teams, Excel, Word, and PowerPoint, and ability to learn other applications.
• Demonstrated computer competency, including data entry, file management, and navigating software platforms accurately and efficiently.
• Ability to read, understand, and interpret policies, procedures, technical documentation, and other written materials.
• Ability to prepare clear and accurate routine reports, correspondence, and documentation.
• Professional and effective communication with internal teams, external partners, and stakeholders at all organizational levels.
• Ability to work under supervision while demonstrating initiative and accountability in independent work.
• Reliability, integrity, confidentiality, and commitment to accuracy and continuous improvement.
• Ability to listen actively and provide clear, accurate guidance on retirement plan features, processes, and compliance requirements.
• Calm, solution-oriented approach to complex or escalated situations.
• Precision in reviewing plan documents, processing transactions, verifying data, and interpreting regulatory requirements.
• Ability to prioritize multiple tasks and deadlines in a fast-paced environment, adapt to changes, and support teammates.
• Ability to follow and apply retirement plan rules, regulatory requirements, and internal procedures consistently.
• Analytical and problem-solving skills to research discrepancies, resolve transaction issues, and support escalated inquiries.
• Ability to exercise sound judgment within defined guidelines and work effectively under pressure while meeting deadlines.
• Strong verbal and written communication, active listening, presentation, and interpersonal skills.
• Ability to explain retirement plan processes and complex HR, legal, and compliance concepts to audiences with varying levels of understanding.
• Cultural awareness and sensitivity when communicating with people from diverse backgrounds.
• Associate or bachelor’s degree in business, finance, human resources, or a related field, or an equivalent combination of experience, skills, and education, is preferred.
• ASPPA or NIPA credentials, or willingness to earn one within 12 months.

Nice To Haves

• 401(k) administration experience.
• Associate or bachelor’s degree in business, finance, human resources, or a related field.
• ASPPA or NIPA credentials.

Responsibilities

• Assist with onboarding new 401(k) plans by gathering initial documentation and coordinating setup tasks.
• Support distribution of participant notices and employer communications during implementation.
• Provide customer service to employers and participants regarding plan operations, eligibility, contributions, and general inquiries.
• Coordinate 401(k) recordkeeper transfers with clients, recordkeepers, and internal teams to ensure accurate and timely execution.
• Guide customers and participants through recordkeeper transitions and resolve related issues.
• Monitor contribution submissions and assist with contribution-rate updates and eligibility tracking.
• Collaborate with sales, senior leadership, and internal teams to ensure timely and accurate plan administration.
• Coordinate employer training sessions and provide guidance on plan processes, deadlines, and transfer 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.
• Maintain accurate records and documentation in accordance with internal procedures and regulatory requirements.
• Update CRM data to accurately record client information, interactions, and service activities.
• Participate in team meetings, training, webinars, and ongoing professional development.
• Coordinate with the team to complete assigned book-of-business tasks accurately and on time.
• Support team initiatives and project-based work as required.
• Build and maintain effective working relationships with team members, peers across disciplines, and other company employees.
• Complete projects and other duties as assigned by the supervisor.

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 disability and long-term disability.
• Employee assistance program (EAP).
• Flexible spending account (FSA) and health savings account (HSA).
• Identity theft protection.
• Critical illness, accident, cancer, and hospital protection coverage.
• Legal insurance.
• Pet insurance.

What This Job Offers

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