Senior Retirement Benefits Specialist

Distro
Multiple Locations, US
On-site

Who this role is best for

Best suited to candidates with retirement plan administration expertise working in a collaborative, compliance-focused HR technology environment.

Best fit for

  • Candidates with 3+ years of retirement plan administration and a strong grasp of ERISA and DOL rules
    — “Strong knowledge of ERISA and DOL retirement plan rules”
  • Professionals experienced in MEP/PEP administration and handling complex plan compliance
    — “advanced administrative support for client-sponsored retirement plans and Vensure's 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP)”
  • Individuals who can coordinate with multiple internal teams and external vendors effectively
    — “Coordinate with Payroll, Sales, Client Relations, and Retirement team members to ensure timely and accurate plan administration”

Things to consider

  • The role involves significant responsibility in compliance and audit processes, requiring precision and thoroughness
    — “Work with vendors and auditors to complete annual Form 5500 audits, including data validation and responding to audit requests”
  • Candidates must be prepared to mentor others and provide technical guidance to team members
    — “mentoring team members”

How to stand out

  • Highlight experience in complex plan compliance and Form 5500 audit support in your resume and interviews
    — “Work with vendors and auditors to complete annual Form 5500 audits”
  • Emphasize your ability to create and refine administrative procedures and process documentation
    — “Create, refine, and follow process documentation for 401(k) administrative procedures”
  • Demonstrate your skill in handling large datasets and advanced Excel functions
    — “Proven ability to work with large datasets in Excel”
  • Showcase your experience with retirement plan conversions and specialized projects like SAFO
    — “Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects”
  • Demonstrate adaptability to changing priorities and regulatory updates in your application materials
    — “Rapid adaptation to process changes, regulatory updates, and evolving business needs”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Ensured compliance and accuracy in retirement plan administration
  • Supported Form 5500 audits
Typical background
3+ years of retirement plan administration experienceStrong knowledge of ERISA and DOL rules

Skills & requirements

Required

Retirement Plan AdministrationErisa And DOL ComplianceData EntryProcess DocumentationVendor Coordination

Preferred

Payroll ExperienceMep/pep Administration

Stack & domain

ErisaDOL Retirement Plan RulesExcelCommunicationAttention To DetailRetirement Benefits401(k)

About the role

Original posting from Distro via Lever

  • Company: Vensure Employer Solutions — the largest privately held organization in the HR technology and service sector, providing HR/HCM technology, managed services, and global BPO; serves over 95,000 businesses and processes over $135B in annual payroll; headquartered in Chandler, Arizona; more at www.vensure.com
  • Position: Senior Retirement Benefits Specialist — responsible for advanced administrative support for client-sponsored retirement plans and Vensure's 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP); involved in day-to-day operations, complex plan compliance, supporting Form 5500 audits, assisting with MEP/PEP conversions, providing technical guidance, supporting plan enhancement projects, partnering with vendors, resolving escalated issues, and mentoring team members
  • Essential Duties and Responsibilities:
  • 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
  • Marginal Functions:
  • Build and maintain relationships with team members and peers across disciplines to ensure effective coordination and client service
  • Attend webinars and training to stay current on best practices
  • Complete projects and other duties as assigned by supervisor
  • Knowledge, Skills, and Abilities:
  • Strong knowledge of ERISA and DOL retirement plan rules
  • Competency in computer operations: data entry, file management, and navigating software platforms efficiently and accurately
  • Ability to read, understand, and interpret retirement plan documents, regulations, rules, and policies
  • Skill in composing reports, internal correspondence, and documentation with clarity and attention to detail
  • Effective, professional, and respectful communication with all organizational levels, external partners, and stakeholders
  • Sound judgment, adaptability to changing priorities, high productivity, and strong organization with diligent follow-through
  • Ability to prioritize multiple tasks and deadlines in a fast-paced environment
  • Capability to work under supervision and independently with initiative and accountability
  • Rapid adaptation to process changes, regulatory updates, and evolving business needs
  • Commitment to integrity, confidentiality, and continuous improvement
  • Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and ability to learn other applications
  • Required Education & Experience:
  • Associate’s degree or equivalent combination of experience, skills, and education preferred (including relevant non-traditional programs, certifications, or training)
  • 3+ years of retirement plan administration experience
  • Proven ability to work with large datasets in Excel
  • Payroll experience a plus
  • MEP/PEP administration experience preferred
  • Professional Employer Organization (PEO) experience a plus
  • Preferred credentials: ASPPA, NIPA, CEBS or willingness to earn one within 12 months
  • Required Licenses and/or Certifications: Not applicable
  • Physical, Mental, & Communication Demands:
  • Physical Demands: Sedentary work (extended sitting at desk/computer); frequent use of hands for keyboard/mouse; occasional walking in office or offsite client meetings; visual acuity to read/analyze computer and printed data; minimal lifting of documents and light office supplies
  • Mental Demands: Quick, informed decision-making; high attention to detail; problem-solving to identify and resolve performance-impacting issues; multitasking under tight deadlines; stress management in high-pressure client situations
  • Communication Demands: Strong interpersonal skills for building relationships with employees, managers, clients, and vendors; cultural sensitivity when communicating with diverse backgrounds; clear written documentation (emails, notes); clear verbal instructions and support; presentation skills for executive leadership and stakeholders
  • Environmental Conditions: Indoor office environment; occasional moderate noise from copiers, printers, or coworkers
  • Disclaimer: This description does not state or imply the only duties for this role; employee must follow other job-related instructions and perform duties requested by management; management may revise the description; reasonable accommodation will be made for qualified individuals with disabilities; this document does not create an employment contract beyond at-will employment
  • 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 as required by state law
  • Other benefits: life insurance; short-term and long-term disability; employee assistance program (EAP); flexible spending account (FSA); health savings account (HSA); identity theft protection; critical illness, accident, cancer, and hospital protection; legal and pet insurance
  • Additional compensation: [e.g., signing bonus, commission structure] if applicable

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Source: Distro careers (Lever)

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