401(k) Compliance Analyst (ERISA/Nondiscrimination)

Insperity; Georgia; On-site; USD 65,000 - 90,000; Full time

Job summary

Insperity seeks a Compliance Analyst 401K to manage plan administration tasks, including nondiscrimination testing, payroll-data review, and IRS Form 5500 preparation. This role supports client plan audits and communications with Insperity Retirement Services and client teams.

The ideal candidate has 2–4 years in retirement plan administration, knowledge of 401(k) rules, and experience with OmniPlus or similar recordkeeping systems. A related designation is preferred but not required.

Qualifications

• Experience in retirement plan administration field is preferred (2–4 years).
• Strong knowledge of 401(k) plan administration, nondiscrimination testing and Form 5500 prep.
• Familiarity with client communications and audit support.

Responsibilities

• Reviews payroll and 401(k) data and ND testing questionnaires to prepare ERISA tests.
• Prepares IRS Form 5500, schedules, audit packages, and acts as client/auditor contact.
• Calculates retirement benefit allocations and distributions satisfying nondiscrimination requirements.
• Reviews plan documents and testing reports for client-sponsored plans.
• Provides compliance support to Insperity Retirement Services and client teams.

Skills

Understanding of 401(k) plan admin

Attention to detail

Strong organizational skills

Multi-tasking & prioritization

Microsoft Excel

Microsoft Word

Effective communication

Education

High School Diploma or equivalent

Bachelor’s Degree in Business Administration/Finance or related field

Tools

OmniPlus

Microsoft Access

ASC Documents

Job description

Insperity seeks a Compliance Analyst 401K to manage plan administration tasks, including nondiscrimination testing, payroll-data review, and IRS Form 5500 preparation. This role supports client plan audits and communications with Insperity Retirement Services and client teams.

The ideal candidate has 2–4 years in retirement plan administration, knowledge of 401(k) rules, and experience with OmniPlus or similar recordkeeping systems. A related designation is preferred but not required.