Retirement Plan Specialist

About the role

Vensure Employer Solutions, a provider of HR/HCM technology, managed services and business process outsourcing, is hiring a Retirement Plan Specialist. The specialist supports the setup and administration of employer-sponsored 401(k) plans, including recordkeeper transfers, and provides responsive service to employers and participants on plan operations, eligibility, contributions and compliance. Regular on-site attendance is required.

Key responsibilities

• Assist with onboarding new 401(k) plans by gathering initial documentation and coordinating setup tasks.
• Distribute participant notices and employer communications during implementation.
• Provide customer service to employers and participants on plan operations, eligibility, contributions and general inquiries.
• Facilitate 401(k) recordkeeper transfers by coordinating with clients, recordkeepers and internal teams, and guide customers through transition questions.
• Monitor contribution submissions and assist with updates to contribution rates and eligibility tracking.
• Coordinate employer training sessions and prepare and review compliance documentation, including nondiscrimination testing and Form 5500 support.
• Maintain accurate records and update CRM data, and escalate operational or compliance issues to senior team members.
• Participate in team meetings, training and professional development, and complete other duties as assigned.

Required profile

• Associate or bachelor's degree in business, finance, human resources or a related field preferred, or equivalent experience, skills and education.
• Two years of client-facing customer service and relationship management experience required.
• 401(k) administration experience preferred but not required.
• Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and ability to learn other applications.
• Certifications such as ASPPA or NIPA preferred, or willingness to earn one within 12 months.

Required skills

• Computer operations: data entry, file management and navigation of software platforms.
• Strong reading comprehension of policies, procedures and technical documentation.
• Writing routine reports, correspondence and documentation with attention to detail.
• Active listening, precision in reviewing documents and processing transactions, and ability to prioritize in a fast-paced environment.

What we offer

• Medical, dental and vision health insurance.
• 401(k) with company match.
• Paid time off, holidays, parental leave and sick leave as required by state law.
• Life insurance, disability coverage, EAP, FSA, HSA, identity theft protection and other insurance options.