Contribution Specialist, Insperity 401(k) Plans

Insperity Retirement Services, L.P.; Kingwood (WV); Vor Ort; USD 52.000 - 72.000; Vollzeit

Zusammenfassung

Insperity Retirement Services, L.P. is seeking a detail-oriented professional to administer 401(k) plan contributions and related recordkeeping.

You will manage daily payroll contributions, participant loans, rollovers, and employer contributions with accuracy, while coordinating with multiple teams and vendors. The role requires solid math aptitude, strong organizational skills, and experience with CRM or HRIS systems.

Qualifikationen

• High School Diploma or equivalent.
• Bachelor’s Degree or commensurate work experience preferred.

Aufgaben

• Execute daily 401(k) contributions and payroll-related recordkeeping.
• Process participant loans, rollovers, and related documentation.
• Coordinate employer contributions outside payroll integration and ensure accuracy.
• Serve as primary contact for client inquiries on recordkeeping transactions.
• Review loan amortization schedules and adjust records as needed.
• Assist in year-end contribution reporting and regulatory monitoring.
• Prepare job aids and contribute to department projects as required.

Kenntnisse

Attention to detail

Math aptitude

Critical thinking

Organizational skills

CRM experience

Ausbildung

High School Diploma

Bachelor’s degree preferred

Tools

CRM

HRIS

Jobbeschreibung

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.SUMMARYThis position is responsible for executing 401(k) plan contribution transactions, resulting in the purchase of investment shares, in the 401(k) plan recordkeeping system.RESPONSIBILITIESProcesses daily payroll calculated contributions in the 401(k) recordkeeping system, including reconciliation and coordination of funding with other business units.Processes participant-initiated loan payoffs and rollovers, including review of any required supporting documentation and coordination with other business units and third-party service providers.Processes all employer contributions outside of payroll integration, including annual employer contributions, and corrective contributions.Serves as the primary contact for general client and participant level recordkeeping system inquiries related to inbound transactions and investment share purchases.Reviews loan amortization schedules, assures alignment between the recordkeeping and payroll systems, and executes appropriate adjusting entries in the applicable system(s).Responds to inquiries related to rollover contributions from issuing financial institutions.Updates payroll system with year-to-date contribution amounts from prior payroll providers/employers to aid in regulatory limit monitoring.Participates in enhancement and release testing on the payroll, recordkeeping, and CRM systems.Performs quality review of inbound transactions performed by other specialists.Assists in the resolution of participant and plan level issues escalated from internal departments.Prepares, updates, and distributes job aids, as necessary.Contributes to the completion of projects and department objectives as specified by the manager.QUALIFICATIONSHigh School Diploma or equivalent required. Bachelor’s Degree or commensurate work experience preferred.Three to five years of experience in a retirement plan administration, benefits administration, payroll processing, human resource, financial services, or bookkeeping/accounting related role preferred.No licenses or certifications required.A willingness to pursue retirement plan certificates, certifications and designations expected for growth.Understanding of retirement plans, specifically 401(k) plans, other benefit plans, or payroll processes preferred.Attention to detail and ability to evaluate large data files is necessary.Solid math aptitude is necessary.Experience with a customer relationship management (CRM), human resource information management (HRIS), or similar database application helpful.Critical thinking, strategic planning, and organizational skills necessary.Flexibility, adaptability, and ability to multi-task necessary.Communicates tactfully and effectively, orally and in writing, and maintains effective work relations with those encountered in the course of employment.Exhibits knowledge of payroll, recordkeeping, and CRM systems.Ability to develop and maintain solid working relationships with internal partners.Ability to maintain the highest level of customer service quality and productivity.Ability to manage all tasks with timeliness and accuracy in a high-volume environment.Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.Proficient in English usage, grammar, spelling, punctuation, and arithmetic.At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.