Implementation Analyst

55 Insperity Retirement Services, L.P.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Insperity is seeking a Retirement Services Implementation Specialist to establish and manage 401(k) retirement plans for new clients and for assets merged into the Insperity 401(k) Plan.

You will coordinate with internal teams (Payroll, HRIS/HCM) to ensure accurate plan setup, milestones, and data integrity, while handling client communications and documentation in a fast-paced environment.

Qualifications

• High School Diploma is required.
• Bachelor’s Degree is preferred.
• Five or more years’ experience related to retirement services or payroll is preferred.
• Understanding of retirement plans (particularly 401(k) plans) and payroll processes is preferred.
• Strong attention to detail and the ability to evaluate large data files.
• Solid math aptitude.
• Experience with CRM, HRIS/HCM, recordkeeping, or similar databases is helpful.
• Strong critical thinking, planning, and organizational skills.
• Ability to multitask in a fast-paced environment.
• Excellent written and verbal communication; build positive relationships.

Responsibilities

• Establishes 401(k) retirement plans across Insperity systems, including recordkeeping and third-party apps.
• Manages client implementations, including employer match services, and ongoing servicing.
• Loads prior plan information into HCM and other systems; conducts quality reviews of plan setups.
• Resolves client and internal inquiries; maintains client milestones and status in systems.
• Partners with RS Technology to improve efficiency through automation and best practices.
• Supports SMBs during business structure or ownership changes to prevent interruptions to deductions.

Skills

Attention to detail

Math aptitude

CRM

HRIS/HCM

Organizational skills

Communication skills

Data analysis

Education

High School Diploma

Bachelor's Degree

Tools

CRM

HRIS/HCM

Recordkeeping systems

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. We take care of our people so that you can do your best work.

SUMMARY

This position is responsible for establishing retirement plans for new Insperity 401(k) Plan clients and for clients merging assets into the Insperity 401(k) Plan. Responsibilities include client communication, collecting required plan documentation, setting up plans across applicable HCM/CRM/recordkeeping systems, and maintaining complete and accurate client records.

RESPONSIBILITIES

• Establishes Insperity 401(k) (NSPK) retirement plans across Insperity systems, including HCM systems, the 401(k) recordkeeping system, and applicable third-party applications.
• Manages client implementations for the Insperity 401(k) Plan, including optional employer match calculation services (offering, implementation, and ongoing servicing).
• Loads prior plan information into HCM and other applicable systems.
• Conducts quality reviews (QR) of plan setups to ensure accuracy and completeness.
• Researches and updates Retirement Services hire dates (RS Hire Dates), as needed.
• Researches and resolves escalated operational issues and inquiries from clients and internal departments related to Insperity 401(k) implementations.
• Serves as a liaison with internal departments (including Payroll) to resolve setup-related issues and prevent interruptions to retirement plan deductions and calculations.
• Maintains the client management system by updating milestones and monitoring the status of plan setups.
• Partners with RS Technology and service teams to improve efficiency and accuracy through automation, apply industry best practices, and reduce risk related to incomplete or inaccurate data.
• Works with internal teams when clients undergo business structure, ownership, or organizational changes to prevent interruptions to 401(k) deductions and calculations.
• Manages implementation for new clients associated with existing clients through common ownership, referral relationships, or other shared attributes.
• Runs monthly audit reports to verify data feeds into all appropriate systems and makes corrections as needed.
• Supports the Implementation Team by testing new HCM, CRM, and recordkeeping functionality, including regression testing to confirm enhancements do not impact existing functionality.
• Assists the Implementation Conversion Analyst as needed to accommodate increased volume related to merging assets into the Insperity 401(k) Plan.

QUALIFICATIONS

• High School Diploma is required. Bachelor’s Degree is preferred.
• Five or more years’ experience related to retirement services or payroll is preferred.
• Understanding of retirement plans (particularly 401(k) plans), other benefit plans, and/or payroll processes is preferred.
• Strong attention to detail and the ability to evaluate large data files.
• Solid math aptitude.
• Experience with CRM, HRIS/HCM, recordkeeping, or similar database applications is helpful.
• Strong critical thinking, planning, and organizational skills.
• Flexibility, adaptability, and the ability to multitask in a fast-paced environment.
• Ability to communicate tactfully and effectively, both verbally and in writing, and maintain positive working relationships.
• Working knowledge of payroll, recordkeeping, and CRM systems.
• Ability to build and maintain effective working relationships with internal partners.
• Commitment to high-quality customer service, productivity, and accuracy.
• Ability to manage work with timeliness and accuracy in a high-volume environment.
• Demonstrates continuous learning by sharing knowledge, seeking and applying feedback, and adapting to change.
• 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.