401(k) Compliance Analyst – Retirement Plan Specialist

Insperity Retirement Services, L.P.; Kingwood (WV); On-site; USD 65,000 - 90,000; Full time

Job summary

Insperity Retirement Services, L.P. seeks a Compliance Analyst focused on 401(k) plan administration and ERISA testing. You will review payroll data, perform nondiscrimination testing, and prepare Form 5500 and related schedules with precision.

You’ll coordinate with clients and auditors during annual plan audits, calculate required distributions, and ensure all communications and adoption amendments meet regulatory standards. Strong Excel/Word/Access skills are essential.

Qualifications

• Understanding of 401(k) plan administration, including nondiscrimination testing and Form 5500 preparation.
• Two to four years of experience in retirement plan administration preferred.
• Experience with ASC Documents, 5500 and Compliance Testing, OmniPlus or similar systems.

Responsibilities

• Review payroll and 401(k) data and administer ERISA testing with accuracy.
• Prepare IRS Form 5500, required schedules, and audit packages.
• Act as client and auditor liaison during annual plan audits.
• Perform retirement benefit calculations and ensure nondiscrimination compliance.
• Review plan documents and related communications for accuracy and updates.
• Provide compliance support to Insperity Retirement Services and clients.

Skills

Nondiscrimination testing

Form 5500 preparation

Payroll data analysis

Attention to detail

Regulatory deadlines

Communication skills

Multi-tasking

Education

Bachelor’s Degree in Business Administration or Finance

High School Diploma or equivalent

Tools

OmniPlus

Microsoft Excel

Microsoft Word

Microsoft Access

Form 5500 software

Job description

Insperity Retirement Services, L.P. seeks a Compliance Analyst focused on 401(k) plan administration and ERISA testing. You will review payroll data, perform nondiscrimination testing, and prepare Form 5500 and related schedules with precision.

You’ll coordinate with clients and auditors during annual plan audits, calculate required distributions, and ensure all communications and adoption amendments meet regulatory standards. Strong Excel/Word/Access skills are essential.