Retirement Plan Specialist - AZ - On Site

Vensure Employer Solutions • Chandler, AZ

1d • 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 service to employers and participants, helping resolve questions and issues concerning plan operations, eligibility, contributions, and compliance. The specialist coordinates with internal teams and external partners to support accurate plan administration and client satisfaction.

This position requires regular on-site attendance to provide secure access to systems, support collaboration on sensitive technical matters, participate in operational meetings, and contribute hands-on to the work. It is performed in a professional, climate-controlled office environment with typical lighting and low to moderate noise. The role involves extended computer and screen use, in-person collaboration and meetings, and minimal exposure to physical hazards. Occasional movement around the office and travel through client sites, airports, hotels, or conference venues may be required.

The work requires sustained attention to detail, problem-solving, multitasking, sound judgment, stress management, and adaptability. Frequent verbal communication and regular use of phone, video conferencing, and digital collaboration tools are expected. The position also requires clear written communication, active listening, and the ability to explain complex plan and compliance concepts to people with varying levels of familiarity. The role involves primarily sedentary work, frequent keyboard and office-equipment use, occasional mobility, and minimal lifting or carrying.

Requirements

• Two years of experience in client-facing customer service and relationship management is required.
• Proficiency with Microsoft Office applications, including Outlook, Microsoft Teams, Excel, Word, and PowerPoint, and ability to learn other applications.
• Competency in computer operations, data entry, file management, and use of software platforms with efficiency and accuracy.
• Ability to read, understand, and interpret written materials, including policies, procedures, and technical documentation.
• Ability to prepare clear and accurate routine reports, correspondence, and documentation.
• Professional communication skills when working with internal teams, external partners, and stakeholders at all organizational levels.
• Ability to work under supervision and independently with initiative and accountability.
• Reliability, integrity, confidentiality, attention to detail, and commitment to continuous improvement.
• Ability to listen actively, understand client needs, and provide accurate guidance on retirement plan features, processes, and compliance requirements.
• Calm, solution-oriented approach to escalated or complex situations.
• Accuracy when 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 explain retirement plan processes and complex HR, legal, and compliance concepts to people with varying levels of understanding.
• Ability to collaborate with internal departments, recordkeepers, advisors, and peers, including communicating sensitively with people from diverse cultural 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.
• Ability to perform the described sedentary office work, including extended sitting, frequent keyboard and mouse use, accurate visual review of data and documents, and occasional office movement.

Nice To Haves

• 401(k) administration experience.
• Associate or bachelor's degree in business, finance, human resources, or a related field, or equivalent combination of experience, skills, and education.
• ASPPA or NIPA credentials, or willingness to earn one within 12 months.

Responsibilities

• Assist with onboarding new 401(k) plans, including collecting initial documentation and coordinating setup tasks.
• Support distribution of participant notices and employer communications during implementation.
• Respond to employer and participant inquiries about plan operations, eligibility, contributions, and other general matters.
• Coordinate 401(k) recordkeeper transfers with clients, recordkeepers, and internal teams to support accurate, timely execution.
• Guide customers and participants through recordkeeper transitions and resolve related issues and concerns.
• Monitor contribution submissions and assist with contribution-rate updates and eligibility tracking.
• Collaborate with sales and senior leadership to support timely, accurate plan administration.
• Help coordinate employer training and explain plan processes, deadlines, and transfer procedures.
• Assist with preparing and reviewing 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 sessions, 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 working relationships with teammates and colleagues across disciplines to coordinate client-related communications and services.
• Complete projects and other duties assigned by a supervisor.
• Perform regular on-site attendance as an essential job function.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan 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: No Education Listed