Retirement Services Consultant

Insperity • Houston, TX

3d

About The Position

This position is responsible for the service delivery of the Insperity 401(k) Plan to client company owners and authorized client contacts. Consults and follows-up on activities of their company’s 401(k) plan needs, troubleshoot situations, assists with educating clients, and develops partnerships.

Requirements

• High School Diploma or equivalent is required.
• Two to five years of retirement benefits and/or 401(k) experience is required.
• Experience in implementing 401(k) Plans and reviewing/interpreting plan documents is required.
• Solid understanding of qualified plans, including ERISA, the Internal Revenue Code, and relevant regulations.
• Ability to lead presentations.
• Effective written and verbal communication skills.
• Effective problem solving/decision-making.
• Customer service experience.
• Ability to manage competing priorities with an attention to detail.
• Proficient use of Microsoft Office programs, specifically Excel and Power Point, and demonstrates ability to learn other application programs as needed.

Nice To Haves

• Bachelor’s Degree is preferred.
• Professional designations (e.g. CPC, QPA, QKA, CEBS, CPA, APA) are preferred.
• Understanding of the professional employer organization (PEO) industry and/or MEP/PEP 401(k) plans is preferred.

Responsibilities

• Develops and maintains relationship with Insperity 401(k) Plan clients through full life cycle of customer from plan initiation to exit.
• Supports a book of clients, ensuring touch calls are made to build long-term relationships and maintains a high level of client satisfaction.
• Manages general client issues and client-specific projects such as plan amendments, profit sharing contributions, forfeiture sweeps, Safe Harbor campaigns.
• Answers incoming calls/emails from clients requesting information on their Insperity 401(k) Plan, including questions about plan implementation and transfer process, nondiscrimination testing, Form 5500, invoices, and IRS regulations.
• Notifies and advises clients of required nondiscrimination testing and ways to improve future results.
• Consults with clients on their current plan provisions and potential amendments.
• Receives escalated issues and acts as liaison between other areas of Retirement Services to resolve operational plan inquiries.
• Responds to client questions with regards to their ownership structure, potential mergers, acquisitions, and other business transactions/changes.
• Presents 401(k) related information to internal partners.
• Documents client activities in Insperity’s CRM system.

Benefits

• Flexibility: Over 80% of Insperity’s jobs have flexibility.
• Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
• Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED