401(k) Compliance Analyst — ERISA & Plan Audits

55 Insperity Retirement Services, L.P.; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

None

Job summary

Insperity Retirement Services, L.P. seeks a Compliance Analyst 401K to manage ERISA testing, Form 5500 preparation, plan audits, and participant communications. You'll analyze payroll and 401(k) data, ensure nondiscrimination compliance, and support client plans with accurate reporting.

Join a team focused on compliance excellence, detailed financial work, and timely collaboration with clients and auditors. A background in retirement plan administration and ASPPA/NIPA designation is preferred.

Qualifications

• High School Diploma or equivalent required.
• Bachelor’s Degree in Business Administration, Finance or related field preferred.
• Two to four years of experience in retirement plan administration preferred.

Responsibilities

• Reviews payroll and 401(k) data and performs ERISA nondiscrimination testing.
• Prepares IRS Form 5500 and required schedules for client plans.
• Acts as client and auditor point of contact during annual plan audits.
• Performs retirement benefit calculations and allocations per nondiscrimination rules.
• Reviews plan documents and related compliance testing for client plans.
• Monitors required minimum distributions and participant communications.

Skills

Attention to detail

Multi-tasking

Regulatory deadlines

Microsoft Excel

Microsoft Word

Microsoft Access

Communication skills

Education

High School Diploma or equivalent

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

Tools

Excel

Word

Access

Job description

Insperity Retirement Services, L.P. seeks a Compliance Analyst 401K to manage ERISA testing, Form 5500 preparation, plan audits, and participant communications. You'll analyze payroll and 401(k) data, ensure nondiscrimination compliance, and support client plans with accurate reporting.

Join a team focused on compliance excellence, detailed financial work, and timely collaboration with clients and auditors. A background in retirement plan administration and ASPPA/NIPA designation is preferred.