Retirement Plan Specialist

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 the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a \"One Employer Solution\" headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting www.vensure.com .

Position Summary

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

Essential Duties and 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.

Knowledge, Skills, and Abilities

• 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 policies, procedures, and technical documentation.
• 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.
• Capable of working effectively under supervision while also demonstrating initiative and accountability in completing tasks independently.
• Maintains a strong work ethic, reliability, and commitment to excellence in all responsibilities, with a focus on integrity, confidentiality, and continuous improvement.
• Able to actively listen, understand client needs, and provide clear, accurate guidance on retirement plan features, processes, and compliance requirements
• Ability to maintain a calm, solution-oriented approach even in escalated or complex situations.
• Ensures precision when reviewing plan documents, processing transactions, verifying data, and interpreting regulatory requirements.
• Effectively prioritizes multiple tasks and deadlines in a fast-paced environment.
• Demonstrates flexibility in supporting broader service goals, willingly steps in to help teammates, and contributes to a positive, high-performance team culture.
• Adapts quickly to process changes, regulatory updates, and evolving business needs.

Education & Experience

• Associate or bachelor's degree in business, finance, human resources or related field is preferred or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs).
• Two (2) years of experience with client facing customer service and relationship management is required.
• 401(k) administration experience preferred but not required.
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.

Required Licenses and/or Certifications

• Credentials such as American Society of Pension Professionals & Actuaries (ASPPA) or National Institute of Pension Administrators (NIPA)is preferred; or the willingness to earn one within 12 months.

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an \"at will\" employment relationship.

This position is eligible for the following 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
• Other Benefits: 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.