Conversion Analyst

55 Insperity Retirement Services, L.P.; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

55 Insperity Retirement Services, L.P. in Houston is seeking a Conversion Analyst to manage retirement plan conversions, ensuring accurate data transfers and timely deliverables. You will collaborate with clients, vendors, and internal teams to execute data loads, reconciliations, and compliance checks.

The ideal candidate will have a bachelor’s degree and several years in retirement services, with hands-on experience in plan conversions and OMNI systems. Limited travel is required, up to 5%.

Qualifications

• Bachelor’s Degree or equivalent experience is required.
• Four or more years experience in the retirement services field is required.
• One year of experience specifically related to conversion activity is preferred.

Responsibilities

• Establishes plans in DefCon and systems for new 401(k) plan clients with existing assets converting from outside vendors.
• Manages the conversion process for simple, noncomplex plans from routine vendors such as ADP TotalSource, Paychex, etc.
• Establishes timelines for setup and conversion, conducts client implementation calls, sets expectations for deliverables, and notifies relevant internal units and clients once conversion is complete.
• Escalates all data issues and concerns to applicable personnel.
• Researches discrepancies regarding conversion data, presents appropriate action plan to manager, and executes based on manager’s approval.
• Serves as a liaison for clients in addressing discrepancies with prior service providers.
• Loads financial data in OMNI, edits/posts financial transactions, and reviews output of conversion data on simple, noncomplex plans to ensure that participant records are transferred accurately (100%) and timely (meeting final blackout dates 100%).
• Assists with loading participant indicative data for conversion processing, and reviews OMNI output reports to ensure that data was uploaded accurately for larger retirement plans as needed.
• Contacts clients to gather change information for existing Insperity clients that participate in the Insperity 401(k) Plan, presents appropriate action plan to the manager for approval, and collects the necessary documents to execute all of the system changes for clients to maintain their existing Insperity 401(k) Plan.
• Assists Implementation Team with startup 401(k) plans as needed.
• Trains entry-level personnel on plan setup related activities.
• Manages other projects as assigned by Department management.

Education

Bachelor’s Degree or equivalent experience

Job description

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.

Conversion Analyst

Responsibilities

• Establishes plans in DefCon and all systems for new Insperity 401(k) Plan clients with existing plan assets converting from outside vendors.
• Manages the conversion process for simple, noncomplex plans from routine vendors such as ADP TotalSource, Paychex, etc. in accordance with the established processes/procedures, and the Department's business objectives and standards.
• Establishes timelines for setup and conversion, conducts client implementation calls, sets expectations for deliverables, and notifies relevant internal units and clients once conversion is complete.
• Escalates all data issues and concerns to applicable personnel.
• Researches discrepancies regarding conversion data, presents appropriate action plan to manager, and executes based on manager’s approval.
• Serves as a liaison for clients in addressing discrepancies with prior service providers.
• Loads financial data in OMNI, edits/posts financial transactions, and reviews output of conversion data on simple, noncomplex plans to ensure that participant records are transferred accurately (100%) and timely (meeting final blackout dates 100%).
• Assists with loading participant indicative data for conversion processing, and reviews OMNI output reports to ensure that data was uploaded accurately for larger retirement plans as needed.
• Contacts clients to gather change information for existing Insperity clients that participate in the Insperity 401(k) Plan, presents appropriate action plan to the manager for approval, and collects the necessary documents to execute all of the system changes for clients to maintain their existing Insperity 401(k) Plan.
• Assists Implementation Team with startup 401(k) plans as needed.
• Trains entry-level personnel on plan setup related activities.
• Manages other projects as assigned by Department management.

Qualifications

• Bachelor’s Degree or equivalent experience is required.
• Four or more years experience in the retirement services field is required.
• One year of experience specifically related to conversion activity is preferred.

Travel: Up to 5%

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.

Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!

Thanks for your interest in working at Insperity!