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Retirement Plan Associate Jobs in Goodyear, AZ (NOW HIRING)

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Position Summary The Senior Retirement Plan Specialist (CSM) serves as the primary relationship ... Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ...

Retirement Consultant

Phoenix, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Retirement Consultant

Phoenix, AZ · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...

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Retirement Plan Associate information

See Goodyear, AZ salary details

$10

$19

$32

How much do retirement plan associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for retirement plan associate in Goodyear, AZ is $19.41, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $20.19 per hour, depending on experience, location, and employer.

What is a retirement plan associate?

Retirement Plan Associates are professionals who assist in the administration and management of employer-sponsored retirement plans, such as 401(k)s or pension plans. They help ensure that plans comply with legal regulations, process employee enrollments, handle distributions and loans, and provide ongoing support to employers and plan participants. Their work often involves communication with plan providers, regulatory agencies, and employees to resolve issues and answer questions about retirement benefits.

How does a retirement plan associate typically collaborate with plan sponsors and participants?

A Retirement Plan Associate frequently acts as a key liaison between plan sponsors (such as employers) and plan participants (employees), addressing inquiries about plan features, compliance requirements, and account management. They coordinate with sponsors to ensure retirement plans are administered in line with legal regulations and company policies, and often assist participants with enrollment, withdrawals, and beneficiary updates. This collaborative work often involves ongoing communication, problem-solving, and providing educational sessions to help both sponsors and participants make informed decisions regarding their retirement benefits.

What are the key skills and qualifications needed to thrive as a retirement plan associate, and why are they important?

To thrive as a Retirement Plan Associate, you need a solid understanding of retirement plan regulations, financial concepts, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with recordkeeping systems, compliance software, and industry certifications such as ASPPA or CEBS is often required. Strong attention to detail, analytical thinking, and effective client communication are crucial soft skills for this role. These skills ensure accurate plan administration, regulatory compliance, and high-quality service to clients and plan participants.

What cities near Goodyear, AZ are hiring for Retirement Plan Associate jobs?

Cities near Goodyear, AZ with the most Retirement Plan Associate job openings:

Senior Retirement Plan Specialist

Vensure Employer Solutions

Chandler, AZ • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Job description

About UsVensure 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 SummaryThe Senior Retirement Plan Specialist (CSM) serves as the primary relationship manager for employer-sponsored 401(k) plans, overseeing daily administration and ensuring accuracy, timeliness, and full compliance with ERISA and related regulations. This role guides clients through plan implementation, onboarding, and training, while providing ongoing support for plan design, eligibility, contributions, distributions, and annual compliance testing such as ADP/ACP and top-heavy reviews. The CSM also facilitates Form 5500 preparation, audit coordination, and plan amendments, proactively identifying and resolving issues to maintain fiduciary standards. The CSM plays a critical role in delivering a seamless and compliant retirement plan experience while fostering strong client relationships.Essential Duties and ResponsibilitiesServe as the primary relationship manager for assigned book of business.Oversee day-to-day administration and monitoring of contribution submissions, and contribution rate changes.Provide proactive and responsive support to employers, addressing questions and resolving issues related to plan operations, and any required corrections.Assist through the plan onboarding process, including the distribution of initial participant notices.Conduct employer training sessions to ensure understanding of plan responsibilities, processes and deadlines.Monitor and manage key compliance milestones including eligibility tracking, nondiscrimination testing (e.g., ADP/ACP, top-heavy, coverage), timely Form 5500 preparation, and coordination of plan audits to ensure adherence to ERISA and IRS regulations.Provide guidance to plan sponsors on fiduciary responsibilities, including interpretation of plan provisions, participant disclosures, and regulatory updates.Identify and assist with resolution of operational errors and compliance failures, including correction methods under IRS and DOL guidelines (e.g., EPCRS, VFCP).Collaborate with internal teams and external vendors (e.g., recordkeepers, TPAs, auditors, legal counsel) to ensure accurate plan administration, timely issue resolution, and seamless service delivery.Review and interpret plan documents to guide clients in accordance with plan provisions and regulatory requirements.Participating in team meetings, training, and ongoing professional development related to retirement plan administrationCollaborate closely with Client Service Associate(s) to ensure task and responsibilities are completed accurately and on time for assigned booked of business.Complete projects as assigned by supervisor.Marginal FunctionsSupport team initiatives and project-based work as required.Knowledge, Skills, and AbilitiesStrong customer service skills, with a professional and solution-oriented approachExcellent written and verbal communication skillsHigh attention to detailOrganizational and time management skillsProblem solving skillsProficiency with Microsoft Office, especially Excel, Word, and OutlookTeam player mentality, with a collaborative and adaptable approach to supporting broader service goals.Required Education & ExperienceCredential such as ASPPA or NIPA preferred; or willingness to earn one within 12 months.Physical, Mental, & Communication DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Frequently required to sit; occasionally required to stand and walk.Specific vision abilities required include close vision, color vision, and ability to adjust focus.Frequently required to talk and hear.Moderate concentration/intensity, which includes prolonged mental effort.Average memory, taking into consideration the amount and type of information.Noise level in the work environment is usually moderate.Environmental ConditionsIndoor, office environment. May occasionally have moderate noise level from printers, or co-workers.DisclaimerThis job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.This position is eligible for the following benefits:Health Insurance: Medical, dental, and vision coverageRetirement Plan: 401(k) with company matchPaid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state lawOther 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.No matter what size your business is, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits, compliance, and recruiting.