Senior Retirement Plan Specialist - AZ, GA - On Site
About The Position
Vensure Employer Solutions is a leading HR technology and service provider. The Senior Retirement Plan Specialist (CSM) is the main contact for employer-sponsored 401(k) plans, managing daily administration to ensure accuracy, timeliness, and compliance with ERISA and other regulations. This role involves guiding clients through plan setup, onboarding, and training, and offering ongoing support for plan design, eligibility, contributions, distributions, and annual compliance testing. The CSM also assists with Form 5500 preparation, audit coordination, and plan amendments, proactively addressing issues to uphold fiduciary standards. The goal is to provide a smooth and compliant retirement plan experience while building strong client relationships.
Requirements
- Credential such as ASPPA or NIPA preferred; or willingness to earn one within 12 months.
- 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.
- Proficiency with Microsoft Office, especially Excel, Word, and Outlook.
- Team player mentality, with a collaborative and adaptable approach to supporting broader service goals.
Nice To Haves
- Frequently required to sit; occasionally required to stand and walk.
- Specific vision abilities required include close vision, color vision, and ability to adjust focus.
- Frequently required to talk and hear.
- Moderate concentration/intensity, which includes prolonged mental effort.
- Average memory, taking into consideration the amount and type of information.
- Noise level in the work environment is usually moderate.
- Indoor, office environment.
- May occasionally have moderate noise level from printers, or co-workers.
Responsibilities
- Serve as the primary relationship manager for assigned book of business.
- Oversee day-to-day administration and monitoring of contribution submissions, and contribution rate changes.
- Provide proactive and responsive support to employers, addressing questions and resolving issues related to plan operations, and any required corrections.
- Assist through the plan onboarding process, including the distribution of initial participant notices.
- Conduct employer training sessions to ensure understanding of plan responsibilities, processes and deadlines.
- Monitor and manage key compliance milestones including eligibility tracking, nondiscrimination testing (e.g., ADP/ACP, top-heavy, coverage), timely Form 5500 preparation, and coordination of plan audits to ensure adherence to ERISA and IRS regulations.
- Provide guidance to plan sponsors on fiduciary responsibilities, including interpretation of plan provisions, participant disclosures, and regulatory updates.
- Identify and assist with resolution of operational errors and compliance failures, including correction methods under IRS and DOL guidelines (e.g., EPCRS, VFCP).
- Collaborate with internal teams and external vendors (e.g., recordkeepers, TPAs, auditors, legal counsel) to ensure accurate plan administration, timely issue resolution, and seamless service delivery.
- Review and interpret plan documents to guide clients in accordance with plan provisions and regulatory requirements.
- Participate in team meetings, training, and ongoing professional development related to retirement plan administration.
- Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are completed accurately and on time for assigned booked 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 and pet insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
