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Retirement Benefit Specialist - AZ - On Site

Namely

Namely

Arizona, USA
Posted on Mar 12, 2026
W e are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company, we'd love to hear from you.

About Us

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 .

Position Summary

The Retirement Benefits Specialist position is responsible for assisting Vensure's Retirement Team by providing administrative support to client sponsored retirement plans and Vensure's 401(k) Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP). In this role, you will be involved in all aspects of the day-to-day operations, including plan compliance, supporting clients and participants, retirement-related payroll adjustments and setting up new retirement plans. The Retirement Benefit Specialist partners directly with retirement vendors to resolve issues and find improvements to plan processes

Essential Duties And Responsibilities

  • Assist with administration of retirement plans by uploading contribution files, resolving file errors, navigating retirement provider websites, and remitting payments.
  • Support the Vensure MEPs and PEPs through daily administration including reviewing and approving distributions and participant loans, enrolling new participants, and correcting contribution errors.
  • Communicate with internal and external customers regarding 401(k) administration, providing subject matter expertise and support for Vensure products and services.
  • Ability to both follow and create process documents.
  • Partner with Vensure's retirement vendors to perform due diligence on Vensure's MEP/PEP and resolve issues.
  • Work with multiple departments including Payroll, Client Relations, and Benefits to coordinate timely administration of retirement plans.
  • Coordinate year-end compliance testing and reporting for our various 401(k) plans.
  • Annual Form 5500 and audit support
  • Maintain accuracy while working with high volumes in a hyper-growth environment

Marginal Functions

  • Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
  • Attend webinars and training to stay up to date on best practices related to the company and department.
  • Complete projects and other duties as assigned by supervisor

Knowledge, Skills, and Abilities

  • Organizational skills
  • ERISA knowledge
  • Strong written and oral communication skills
  • Willingness to learn
  • Interpersonal skills
  • Detail oriented
  • Proactive
  • Teamwork

Education & Experience

  • Associates Degree or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
  • 2+ years of retirement plan experience
  • Group retirement plan (MEP/PEP) experience a plus
  • Retirement related credentials a plus (ASPPA, CEBS, etc.)
  • Prism HRIS software experience a plus

Required Licenses and/or Certifications

  • Retirement related credentials a plus (ASPPA, CEBS, etc.)

Physical, Mental, & Communication Demands

Physical Demands

  • Sedentary Work: Primarily involves sitting for extended periods, often at a desk or computer.
  • Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
  • Mobility: Occasional walking or traversing throughout the office to meet with leaders and other employees.
  • Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
  • Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands

  • Attention to Detail: High level of accuracy needed for managing products, reports and contracts.
  • Problem-Solving: Ability to strategically plan the needs of the department.
  • Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
  • Decision-Making: Make informed decisions regarding the best plan for paid media strategies.
  • Stress Management: Handle stressful situations calmly and effectively, especially when dealing with client and employee concerns.

Communication Demands:

  • Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors.
  • Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
  • Written Communication: Prepare clear and concise documentation, including emails and notes.
  • Verbal Communication: Lead planning sessions and team meetings. Provide clear instructions and support for clients, employees and managers.
  • Presentation Skills: Present information effectively in training sessions with employees and other departments

Environmental Conditions

  • Indoor, office environment. May occasionally have moderate noise level from copiers, printers, or coworkers

This Position Is Eligible For The Following 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 provided as required by applicable state law
  • Other 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 pet insurance.
  • Additional Compensation: [e.g., signing bonus, commission structure] if applicable