Retirement Services Implementation Specialist

Insperity; Houston (TX); On-site; USD 60,000 - 70,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen Retirement Services Implementation Specialist, der für die Einrichtung und Verwaltung von 401(k)-Plänen verantwortlich ist. In dieser Rolle arbeiten Sie eng mit verschiedenen Abteilungen zusammen, um sicherzustellen, dass alle Systeme effizient arbeiten und die Kunden die besten Dienstleistungen erhalten. Das Unternehmen bietet eine Vielzahl von Vorteilen, einschließlich großzügiger bezahlter Freizeit und erstklassiger Gesundheitsleistungen. Wenn Sie eine Leidenschaft für den Bereich Rentenservices haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

Flexible Arbeitszeiten

Generöse bezahlte Freizeit

Top-tier medizinische, zahnärztliche und visuelle Leistungen

Gesundheits- und Wellnessunterstützung

Bezahlte Freiwilligenstunden

Qualifications

• Mindestens 2 Jahre Erfahrung im Bereich Rentenservices oder Lohnbuchhaltung.
• Verständnis von 401(k)-Plänen, einschließlich ERISA und dem Internal Revenue Code.

Responsibilities

• Einrichtung von Plänen in DefCon für neue Insperity 401(k)-Plan-Kunden.
• Verwaltung des Implementierungsprozesses für Kunden, die die ORK-Plattform nutzen.

Skills

Kommunikation

Organisationsfähigkeiten

Detailorientierung

Flexibilität

Multi-Tasking

Education

High School Diploma

Bachelor’s Degree

Tools

DefCon

NetSuite

Job description

Retirement Services Implementation Specialist

Join to apply for the Retirement Services Implementation Specialist role at Insperity

Retirement Services Implementation Specialist

4 days ago Be among the first 25 applicants

Join to apply for the Retirement Services Implementation Specialist role at Insperity

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 have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. 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.

Retirement Services Implementation Specialist

We are currently seeking a Retirement Services Implementation Specialist to join our team. This position is primarily responsible for establishing plans in DefCon and all related systems for Insperity 401(k) Plan start-up plan clients and clients using an Other Recordkeeper (ORK) plan. Overall duties include communications, collecting relevant plan documents, and maintaining client files.

Responsibilities

• Establishes plans in DefCon and all related systems for new, start-up Insperity 401(k) Plan clients and ORK plan setups - ensures that data feeds to all appropriate systems, prepares communications and notifies relevant parties once setup is complete.
• Manages the implementation process for clients utilizing the ORK platform including the offering, implementation and servicing activities for the optional, employer match calculation services to ORK clients.
• Loads Year-to-Date prior plan information to DefCon.
• Quality reviews (QR) plan setups.
• Researches and takes appropriate action to update RS Hire Dates.
• Researches plan types, including 414(h) Plans, for ORK clients sponsoring non-401(k) plans through other vendors.
• Serves as a liaison for other Insperity departments, including Payroll, on all setup related issues for new, start-up Insperity 401(k) Plan clients and ORKs.
• Maintains the NetSuite client management system to manage the milestones and monitor statuses of plan setups and sales code changes.
• Reports monthly to the management team the required statistics on ORK and sales code change clients.
• Runs monthly audit reports to verify data feeds into all appropriate systems and executes corrections as needed.
• Assists Implementation Team with testing new functionality for DefCon deployments. Performs full regression testing for each deployment to ensure that new enhancements do not impact existing functionality.
• Assists with developing process changes as it relates to ORK’s, and new, start-up Insperity 401(k) Plan clients and sales code changes, including the redesign of forms and revamping of standard communications.
• Assists Implementation Team as needed to accommodate increased volume.
• Works with Client Account Management and Section 125 on existing clients with 401(k) plans that go through the sales code change process. Manages the implementation process for sales code client associations.
• Assists in the accomplishment of Insperity Company goals.
• Helps other employees to accomplish Insperity Company goals.
• Performs other duties as may be assigned by department supervisor.
• Participates in the Disaster Recovery plan as required.
  
  

Qualifications

• High School Diploma is required. Bachelor’s Degree is preferred.
• Two or more years experience related to retirement services or payroll is preferred.
• Communicates tactfully and effectively, orally and in writing, and maintains effective work relations with those encountered in the course of employment. Ability to articulate in a clear, concise and professional manner.
• Understanding of 401(k) plans, including ERISA and the Internal Revenue code.
• Organizational and planning skills and attention to detail a MUST.
• Flexibility, adaptability and ability to multi-task a MUST.
  
  

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Human Resources Services

Referrals increase your chances of interviewing at Insperity by 2x

Get notified about new Service Specialist jobs in Houston, TX.

HCM Tech - Data Entry Implementation Clerk

Houston, TX $60,000.00-$70,000.00 4 weeks ago

HCM Project Management - Implementation Specialist

Technical Implementation Consultant (Remote - United States)

Epic Implementation Manager (Revenue Cycle)

Oracle Fusion Core HR and Compensation - Hybrid - Full Time

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.