Senior 401(k) Plan Specialist

PrismHR Retirement Services; Chandler (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

401(k) Match

Paid Time Off

Life Insurance

Disability

Job summary

Vensure Employer Solutions in Chandler, AZ seeks a Senior Retirement Plan Specialist (CSM) to serve as the primary relationship manager for employer-sponsored 401(k) plans, overseeing daily administration and ensuring ERISA compliance.

You will guide client onboarding, plan design, and annual compliance testing (ADP/ACP, top-heavy tests), coordinate Form 5500, audits, and collaborate with recordkeepers and TPAs to deliver accurate, fiduciary-ready service.

Qualifications

• Experience in retirement plan administration and ERISA compliance.
• Ability to guide plan implementation, onboarding, and training.
• Experience coordinating plan audits, 5500 filings, and compliance testing.
• Strong fiduciary knowledge and client relationship skills.

Responsibilities

• Serve as the primary relationship manager for employer-sponsored 401(k) plans.
• Oversee day-to-day plan administration and monitor contributions.
• Provide onboarding support and client training.
• Coordinate Form 5500 preparation and plan audits.
• Identify operational issues and implement corrective actions.
• Collaborate with recordkeepers, TPAs, auditors, and legal counsel.
• Review plan documents and ensure regulatory compliance.
• Participate in team meetings and ongoing professional development.
• Ensure timely and accurate service delivery.

Skills

ERISA compliance

ADP ACP testing

Form 5500

Fiduciary duties

Client relations

Plan onboarding

Plan administration

Audits coordination

Regulatory updates

Vendor collaboration

Tools

ADP TPAs

Job description

Vensure Employer Solutions in Chandler, AZ seeks a Senior Retirement Plan Specialist (CSM) to serve as the primary relationship manager for employer-sponsored 401(k) plans, overseeing daily administration and ensuring ERISA compliance.

You will guide client onboarding, plan design, and annual compliance testing (ADP/ACP, top-heavy tests), coordinate Form 5500, audits, and collaborate with recordkeepers and TPAs to deliver accurate, fiduciary-ready service.