Sr. Retirement Benefits Specialist

17967 - Sr. Retirement Benefits Specialist — MI — On Site

• Position Summary: 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). Responsibilities include day-to-day operations, complex plan compliance, supporting annual Form 5500 audits, assisting with MEP/PEP conversions, providing technical guidance to client inquiries, supporting plan enhancement projects, partnering directly with retirement vendors, resolving escalated issues, and mentoring Retirement team members.

• Essential Duties and Responsibilities:

• Perform advanced daily plan administration, including contribution corrections, escalated distribution and loan reviews, and exception processing.

• Serve as a subject-matter resource for internal and external 401(k) administration inquiries, including miscellaneous and advanced questions.

• Support annual Form 5500 audits for Vensure retirement plans: validate data, respond to audit requests, and coordinate with auditors and vendors.

• Assist with MEP/PEP conversions and perform due diligence with Vensure's retirement vendors to resolve escalated issues.

• Create, refine, and follow process documentation for 401(k) administrative procedures to ensure team consistency.

• Facilitate Small Account Force-Outs (SAFO) and other specialized plan projects per plan provisions and regulations.

• Coordinate with Payroll, Sales, Client Relations, and other Retirement team members to ensure timely and accurate plan administration.

• Provide technical guidance and escalate/resolve vendor-related issues as needed; mentor other Retirement team members.

• Marginal Functions:

• Build and maintain collaborative relationships with team members across disciplines to ensure coordinated communications and services for clients.

• Attend webinars and training to stay current on best practices relevant to the company and department.

• Complete projects and other duties as assigned by supervisor.

• Knowledge, Skills, and Abilities:

• Strong knowledge of ERISA and DOL retirement plan rules.

• Demonstrated competency in computer operations: accurate data entry, file management, and efficient navigation of multiple software platforms.

• Ability to read, interpret, and apply retirement plan documents, regulations, rules, and policies.

• Skilled in composing routine reports, internal correspondence, and documentation with clarity and attention to detail.

• Professional and respectful communication with internal teams, external partners, and stakeholders at all organizational levels.

• Sound judgment in routine situations and adaptability to changing priorities while maintaining productivity.

• Exceptional organization, attention to detail, and diligent follow-through to support accurate plan administration and regulatory compliance.

• Effective prioritization of multiple tasks and deadlines in a fast-paced environment.

• Ability to work under supervision and independently with initiative and accountability.

• Adaptability to process changes, regulatory updates, and evolving business needs.

• Strong work ethic, reliability, integrity, confidentiality, and commitment to continuous improvement.

• Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and demonstrated ability to learn new applications.

• Required Education & Experience:

• Associate’s degree or equivalent combination of experience, skills, and education preferred (including non-traditional degree programs, certifications, or job training programs).

• 3+ years of retirement plan administration experience.

• Proven ability to work with large datasets in Excel.

• Payroll experience is a plus.

• MEP/PEP administration experience preferred.

• Professional Employer Organization (PEO) experience is a plus.

• Credentials such as ASPPA, NIPA, or CEBS are preferred, or willingness to earn one within 12 months.

• Required Licenses And/Or Certifications: Not applicable.

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