Senior Retirement Benefits Specialist

About the role

The Senior Retirement Benefits Specialist provides advanced administrative support for client‑sponsored retirement plans and Vensure’s 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP). The role involves day‑to‑day operations, complex compliance, audit support, and mentorship of team members.

Key responsibilities

• Perform advanced daily plan administration duties such as contribution corrections, escalated distribution and loan reviews, and exception processing.
• Serve as subject‑matter resource for internal and external 401(k) administration inquiries and technical questions.
• Collaborate with vendors and auditors to complete annual Form 5500 audits, including data validation and audit response.
• Coordinate due‑diligence, issue resolution, and specialized plan projects (e.g., Small Account Force‑Outs) with retirement vendors.
• Partner with Payroll, Sales, Client Relations, and Retirement teams to ensure timely, accurate plan administration.

Required profile

• Strong knowledge of ERISA and DOL retirement plan rules.
• 3+ years of retirement plan administration experience, preferably with MEP/PEP.
• Ability to read, interpret, and apply retirement plan documents, regulations, and policies.
• Excellent judgment, adaptability, and ability to prioritize multiple tasks in a fast‑paced environment.

Required skills

• Proficiency with Microsoft Office suite (Outlook, Teams, Excel, Word, PowerPoint).
• Advanced Excel skills for handling large data sets.

What we offer

• Health insurance (medical, dental, vision).
• 401(k) plan with company match.
• PTO, holidays, parental leave, and sick leave.
• Life insurance, short‑ and long‑term disability, EAP, FSA, HSA.
• Additional protections such as identity theft, critical illness, and legal pet insurance.