401(k) Plan Specialist – Onboarding & Transfers

PrismHR Retirement Services; Chandler (AZ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan with 401(k) match

Paid Time Off and holidays

Life insurance and disability benefits

Job summary

Vensure Employer Solutions is seeking a Retirement Plan Specialist to support setup and administration of employer-sponsored 401(k) plans. You will assist with onboarding, communicate with employers and participants, and coordinate recordkeeper transfers to ensure accurate execution and client satisfaction.

The role requires on-site attendance in Chandler, AZ, collaboration with internal teams, and adherence to regulatory requirements.

Qualifications

• Associate or bachelor's degree in business, finance, HR or related field preferred.
• 2 years of client-facing customer service experience required.
• 401(k) administration experience preferred but not required.
• Proficiency with Microsoft Office software (Outlook, Teams, Excel, Word, PowerPoint) and ability to learn other applications.

Responsibilities

• Assist with onboarding new 401(k) plans, including gathering initial documentation and coordinating set-up 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 elevate 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.
• Collaborate closely with team to ensure tasks and responsibilities are completed accurately and on time for assigned book of business.
• Regular on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement.
• Support team initiatives and project-based work as required.
• 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.

Skills

Data entry & recordkeeping

Customer service

Communication

Regulatory knowledge

Problem-solving

Team collaboration

Attention to detail

Listening

Education

Associate or Bachelor's degree in business/finance/HR

Tools

Microsoft Office

CRM systems

Job description

Vensure Employer Solutions is seeking a Retirement Plan Specialist to support setup and administration of employer-sponsored 401(k) plans. You will assist with onboarding, communicate with employers and participants, and coordinate recordkeeper transfers to ensure accurate execution and client satisfaction.

The role requires on-site attendance in Chandler, AZ, collaboration with internal teams, and adherence to regulatory requirements.