Senior 401(k) Compliance Lead

55 Insperity Retirement Services, L.P.; Houston (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

55 Insperity Retirement Services, L.P. is seeking a Senior Compliance Analyst responsible for all compliance aspects of 401(k) plan administration. Responsibilities include plan document creation, nondiscrimination testing, and audit package preparation.

The ideal candidate will have a Bachelor's degree and experience in defined-contribution plan administration. Strong technical competence in retirement plans and regulations is essential.

Qualifications

• Four to seven years of experience in defined-contribution plan administration.
• Industry-related professional designation preferred but not required.

Responsibilities

• Review prospective business for suitability and plan design.
• Manage execution and perform annual nondiscrimination testing.
• Prepare annual IRS Form5500 and Form8955-SSA on time.
• Prepare legal plan documents and participant notices.
• Advise other team members on complex compliance risks.

Skills

Technical competence of retirement plans and related laws

Experience with ASC Documents and Compliance Testing

Intermediate skills in Microsoft Excel and Word

Attention to detail

Effective verbal and written communication

Education

Bachelor's degree in Business Administration, Finance, Accounting

Tools

OmniPlus

Job description

55 Insperity Retirement Services, L.P. is seeking a Senior Compliance Analyst responsible for all compliance aspects of 401(k) plan administration. Responsibilities include plan document creation, nondiscrimination testing, and audit package preparation.

The ideal candidate will have a Bachelor's degree and experience in defined-contribution plan administration. Strong technical competence in retirement plans and regulations is essential.