Sr. Retirement Benefits Specialist - MI - On Site

Vensure Employer Solutions•Troy, MI

7h•Onsite

About The Position

The Senior Retirement Benefits Specialist position is responsible for providing advanced administrative support for client-sponsored retirement plans and Vensure's 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP). In this role, you will be involved in all aspects of day-to-day operations, including complex plan compliance items, supporting annual Form 5500 audits, assisting with MEP/PEP conversions, providing technical guidance to client inquiries, and supporting plan enhancement projects. The Senior Retirement Benefits Specialist partners directly with retirement vendors to ensure vendor responsibilities are completed, resolve escalated issues, and mentors other Retirement team members.

Requirements

Strong knowledge of ERISA and DOL retirement plan rules.
Demonstrated competency in computer operations, including data entry, file management, and navigating various software platforms with efficiency and accuracy.
Strong ability to read, understand, and interpret a variety of written materials including retirement plan documents, regulations, rules and policies.
Skilled in composing routine reports, internal correspondence, and documentation with clarity, accuracy, and attention to detail.
Capable of communicating effectively, professionally, and respectfully with individuals at all organizational levels, including internal teams, external partners, and stakeholders.
Demonstrates sound judgment in routine situations and the ability to adapt to changing priorities while maintaining a high level of productivity.
Demonstrates exceptional organization and attention to detail, with diligent follow‑through to support accurate plan administration and regulatory compliance.
Effectively prioritizes multiple tasks and deadlines in a fast‑paced environment
Capable of working effectively under supervision while also demonstrating initiative and accountability in completing tasks independently.
Adapts quickly to process changes, regulatory updates, and evolving business needs.
Maintains a strong work ethic, reliability, and commitment to excellence in all responsibilities, with a focus on integrity, confidentiality, and continuous improvement.
Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.
Associate’s degree or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
3+ years of retirement plan administration experience.
Proven ability to work with large datasets in Excel.
Payroll experience a plus.
MEP/PEP administration experience preferred.
Professional Employer Organization (PEO) a plus.
Credentials such as American Society of Pension Professionals & Actuaries (ASPPA) or National Institute of Pension Administrators (NIPA) and Certified Employee Benefit Specialist (CEBS) is preferred; or the willingness to earn one within 12 months.

Nice To Haves

MEP/PEP administration experience preferred.
Professional Employer Organization (PEO) a plus.
Credentials such as American Society of Pension Professionals & Actuaries (ASPPA) or National Institute of Pension Administrators (NIPA) and Certified Employee Benefit Specialist (CEBS) is preferred; or the willingness to earn one within 12 months.

Responsibilities

Perform advanced daily plan administration duties, including contribution corrections, escalated distribution and loan reviews, and exception processing.
Communicate with internal and external customers regarding 401(k) administration, serving as a subject matter resource for miscellaneous and advanced inquiries.
Work directly with vendors and auditors to complete annual Form 5500 audits for Vensure retirement plans, including data validation and responding to audit requests.
Create, refine, and follow process documents detailing administrative procedures for 401(k) plan processes, ensuring consistency across the team.
Coordinate with Vensure's retirement vendors to perform due diligence on Vensure's MEPs/PEPs and resolve escalated issues.
Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects in accordance with plan provisions and regulations.
Work with Payroll, Sales, Client Relations, and other Retirement team members to coordinate timely and accurate administration of retirement plans.
Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
Attend webinars and training to stay up to date on best practices related to the company and department.
Complete projects and other duties 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.