Retirement Services Specialist

Insperity•Kingwood, TX

About The Position

The Retirement Services Specialist supports Insperity’s 401(k) Plan Consulting team and clients by assisting with daily service-delivery activities and deliverables. The role manages client communications and routine plan inquiries throughout the client lifecycle, coordinates with Plan Consultants and other Retirement Services teams, and contributes to projects and client data analysis. The position includes travel up to 15% of the time.

Requirements

High school diploma or equivalent is required.

Nice To Haves

Bachelor’s degree preferred.
One to two years of experience in retirement benefits, 401(k), or a professional environment preferred.
Professional designation preferred, such as CPC, QPA, QKA, CEBS, CPA, or APA.

Responsibilities

Develop and maintain relationships with Insperity 401(k) Plan clients throughout the full client lifecycle, from plan initiation to exit.
Support a book of clients, making touch calls to build long-term relationships and maintain high client satisfaction.
Handle general client issues and client-specific projects, such as plan amendments.
Notify clients of required nondiscrimination testing and partner with a Plan Consultant on more complex client discussions as needed.
Answer client questions about current plan provisions and potential plan amendments.
Assist with client issues and liaise with other Retirement Services areas and company teams to resolve operational plan inquiries.
Monitor client termination notices for the 401(k) Plan and forward them to the assigned Plan Consultant.
Assign new 401(k) clients to Plan Consultants.
Respond to general client questions about ownership structures, potential mergers or acquisitions, and other business transactions or changes.
Participate in Plan Consulting team projects and client data analysis as assigned.
Escalate complex client issues as needed.
Manage the team mailbox, respond to questions, and assign more complex issues to a Plan Consultant for further assistance.
Run and provide client reports as needed.
Document client activities in Insperity’s CRM system.
Assist with mass mailings and Eloqua emails notifying clients of updates or testing results, including creating CRM activities or tasks for Plan Consultants.
Answer incoming client calls and emails requesting information about the Insperity 401(k) Plan, including general questions about nondiscrimination testing, Form 5500, invoices, and IRS regulations.