Retirement Services Specialist

55 Insperity Retirement Services, L.P.; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Insperity Retirement Services, L.P. is seeking a Retirement Services Specialist to oversee the full lifecycle of 401(k) plan client relationships, from onboarding to exit.

You will support a book of clients, ensure regular touch points, handle plan amendments, and partner with Plan Consultants on complex discussions. Travel up to 15% is required; a High School Diploma is required with a Bachelor's preferred, and professional designations are a plus.

Qualifications

• High School Diploma or equivalent is required.
• Bachelor’s Degree is preferred.
• One to two years of retirement benefits and/or 401(k) experience or in a professional environment is preferred.
• Professional designations (e.g., CPC, QPA, QKA, CEBS, CPA, APA) are preferred.

Responsibilities

• Develops and maintains relationships with Insperity 401(k) Plan clients through full life cycle of customer from plan initiation to exit.
• Supports a book of clients, ensuring touch calls are made to build long-term relationships and maintains a high level of client satisfaction.
• Handles general client issues and client-specific projects such as plan amendments.
• Notifies clients of required nondiscrimination testing and partners with Plan Consultant for more complex client discussions as needed.
• Answers client inquiries on their current plan provisions and potential amendments to their plan.
• Assists with client issues and acts as liaison between other areas of Retirement Services and the company to resolve operational plan inquiries.
• Monitors client termination notices with 401(k) Plan and forwards to their assigned Plan Consultant.
• Assigns new 401(k) clients to Plan Consultants.
• Responds to general client questions with regards to their ownership structure, potential mergers, acquisitions, and other business transactions/changes.
• Participates in Plan Consulting team projects as assigned and/or client data analysis.
• Escalates complex client issues as needed.
• Manages team mailbox and assists with handling questions and assigns more complex issues to Plan Consultant for further assistance.
• Runs and provides client reports as needed.
• Documents client activities in Insperity’s CRM system.
• Assists with handling mass mailing and/or Eloqua emails notifying clients of updates or testing results include creating CRM activities/task for Plan Consultant.
• Answers incoming calls/emails from clients requesting information on their Insperity 401(k) Plan, including general questions about nondiscrimination testing, Form 5500, invoices, and IRS regulations.

Skills

401(k) experience

Retirement benefits

Relationship management

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

CRM system

Eloqua

Job description

Retirement Services Specialist

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.

Responsibilities

Develops and maintains relationships with Insperity 401(k) Plan clients through full life cycle of customer from plan initiation to exit. Supports a book of clients, ensuring touch calls are made to build long-term relationships and maintains a high level of client satisfaction. Handles general client issues and client-specific projects such as plan amendments. Notifies clients of required nondiscrimination testing and partners with Plan Consultant for more complex client discussions as needed. Answers client inquiries on their current plan provisions and potential amendments to their plan. Assists with client issues and acts as liaison between other areas of Retirement Services and the company to resolve operational plan inquiries. Monitors client termination notices with 401(k) Plan and forwards to their assigned Plan Consultant. Assigns new 401(k) clients to Plan Consultants. Responds to general client questions with regards to their ownership structure, potential mergers, acquisitions, and other business transactions/changes. Participates in Plan Consulting team projects as assigned and/or client data analysis. Escalates complex client issues as needed. Manages team mailbox and assists with handling questions and assigns more complex issues to Plan Consultant for further assistance. Runs and provides client reports as needed. Documents client activities in Insperity’s CRM system. Assists with handling mass mailing and/or Eloqua emails notifying clients of updates or testing results include creating CRM activities/task for Plan Consultant. Answers incoming calls/emails from clients requesting information on their Insperity 401(k) Plan, including general questions about nondiscrimination testing, Form 5500, invoices, and IRS regulations.

Qualifications

High School Diploma or equivalent is required. Bachelor’s Degree is preferred. One to two years of retirement benefits and/or 401(k) experience or in a professional environment is preferred. Professional designations (e.g., CPC, QPA, QKA, CEBS, CPA, APA) are preferred.

Travel

up to 15% of the time

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!