Senior Retirement 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 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

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Position Summa

ry
The Senior Retirement Plan Specialist (CSM) serves as the primary relationship manager for employer-sponsored 401(k) plans, overseeing daily administration and ensuring accuracy, timeliness, and full compliance with ERISA and related regulations. This role guides clients through plan implementation, onboarding, and training, while providing ongoing support for plan design, eligibility, contributions, distributions, and annual compliance testing such as ADP/ACP and top-heavy reviews. The CSM also facilitates Form 5500 preparation, audit coordination, and plan amendments, proactively identifying and resolving issues to maintain fiduciary standards. The CSM plays a critical role in delivering a seamless and compliant retirement plan experience while fostering strong client relationshi

ps.
Essential Duties and Responsibili

• tiesServe as the primary relationship manager for assigned book of busin
• ess.Oversee day-to-day administration and monitoring of contribution submissions, and contribution rate chan
• ges.Provide proactive and responsive support to employers, addressing questions and resolving issues related to plan operations, and any required correcti
• ons.Assist through the plan onboarding process, including the distribution of initial participant noti
• ces.Conduct employer training sessions to ensure understanding of plan responsibilities, processes and deadli
• nes.Monitor and manage key compliance milestones including eligibility tracking, nondiscrimination testing (e.g., ADP/ACP, top-heavy, coverage), timely Form 5500 preparation, and coordination of plan audits to ensure adherence to ERISA and IRS regulati
• ons.Provide guidance to plan sponsors on fiduciary responsibilities, including interpretation of plan provisions, participant disclosures, and regulatory upda
• tes.Identify and assist with resolution of operational errors and compliance failures, including correction methods under IRS and DOL guidelines (e.g., EPCRS, VF
• CP).Collaborate with internal teams and external vendors (e.g., recordkeepers, TPAs, auditors, legal counsel) to ensure accurate plan administration, timely issue resolution, and seamless service deliv
• ery.Review and interpret plan documents to guide clients in accordance with plan provisions and regulatory requireme
• nts.Participating in team meetings, training, and ongoing professional development related to retirement plan administra
• tionCollaborate closely with Client Service Associate(s) to ensure task and responsibilities are completed accurately and on time for assigned booked of busin
• ess.Complete projects as assigned by supervi

sor.
Marginal Func

ired.
Knowledge, Skills, and Abi

goals.
Required Education & Exp

months.
Physical, Mental, & Communication

• Demands
  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Frequently required to sit; occasionally required to stand
• and walk.Specific vision abilities required include close vision, color vision, and ability to adju
• st focus.Frequently required to talk
• and hear.Moderate concentration/intensity, which includes prolonged menta
• l effort.Average memory, taking into consideration the amount and type of inf
• ormation.Noise level in the work environment is usually

Conditions
Indoor, office environment. May occasionally have moderate noise level from printers, or

co-workers

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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. Employee 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 follow

• ing benefits:Health Insurance: Medical, dental, and vi
• sion coverageRetirement Plan: 401(k) with
• company matchPaid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applica
• ble state lawOther 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 p