Senior 401(k) Benefits Specialist (MEP/PEP)

Distro; Chandler (AZ); Sur place; USD 60 000 - 63 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with company match

Paid time off

EAP

FSA/HSA options

Disability insurance

Résumé du poste

Vensure Employer Solutions is seeking a Senior Retirement Benefits Specialist to provide advanced administration for client-sponsored retirement plans, including MEP/PEP, and support Form 5500 audits. You will mentor teammates, refine processes, and collaborate with vendors to ensure compliant plan administration.

The role emphasizes technical guidance, data handling, and accurate, timely plan operations in a fast-paced environment, with opportunities to lead projects and improve workflows.

Qualifications

• 3+ years of retirement plan administration experience.
• Proven ability to work with large datasets in Excel.
• MEP/PEP administration experience preferred.
• Strong knowledge of ERISA retirement plan rules.

Responsabilités

• Perform advanced daily plan administration duties including contribution corrections, escalated distribution and loan reviews, and exception processing
• Serve as subject-matter resource for internal and external 401(k) administration inquiries and advanced technical questions
• Work with vendors and auditors to complete annual Form 5500 audits, including data validation and responding to audit requests
• Create, refine, and follow process documentation for 401(k) administrative procedures to ensure team consistency
• Coordinate due diligence and issue resolution with retirement vendors for Vensure MEPs/PEPs
• Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects per plan provisions and regulations
• Coordinate with Payroll, Sales, Client Relations, and Retirement team members to ensure timely and accurate plan administration

Connaissances

ERISA Knowledge

Data Analysis

Advanced Excel

Communication

Documentation

Formation

Associate degree

Outils

Microsoft Office

Description du poste

Vensure Employer Solutions is seeking a Senior Retirement Benefits Specialist to provide advanced administration for client-sponsored retirement plans, including MEP/PEP, and support Form 5500 audits. You will mentor teammates, refine processes, and collaborate with vendors to ensure compliant plan administration.

The role emphasizes technical guidance, data handling, and accurate, timely plan operations in a fast-paced environment, with opportunities to lead projects and improve workflows.