Retirement Services Consultant

Insperity•Kingwood, TX

About The Position

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide. Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen. We’ve earned recognition time and again as a top place to work—named among the best by respected organizations like Glassdoor and U.S. News & World Report. We’re also proud to be recognized for one of the country’s Top 50 Midsize Early Talent Programs through RippleMatch’s Campus Forward Awards. There’s never been a better time to be part of Insperity, and our best work is still ahead. Learn more at Insperity.com. Why Insperity? Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community. 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. We take care of our people so that you can do your best work. SUMMARY 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.