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.
We are currently seeking a Retirement Services Compliance Analyst to join our team. This position is responsible for compliance related tasks associated with 401(k) plan administration, including, but not limited to reviewing payroll and 401(k) plan data used for nondiscrimination testing and government form reporting, performing required nondiscrimination testing, completion of IRS Form 5500 for the Insperity 401(k) Plan, preparing audit packages and audit support during the 401(k) plan audits, reviewing domestic relations orders, calculating minimum required distributions and coordination of client communications.

QUALIFICATIONS:

• High School Diploma or equivalent is required. Bachelor’s Degree in Business Administration, Finance or other related field is preferred.
• Two to four years of experience in retirement plan administration field is preferred.
• Industry related professional designation (American Society of Pension Professionals & Actuaries (ASPPA) or National Institute of Pension Administrators (NIPA)) or commitment to pursue preferred but not required.
• Solid understanding of 401(k) plan administration, including nondiscrimination testing and Form 5500 preparation.
• Experience with one or more ASC 5500 and ASC Compliance Testing, and OmniPlus or other industry recognized recordkeeping system.
• Some knowledge of multiple employer plans, and/or the professional employer organization (PEO) industry, as well as controlled group rules a plus.
• Attention to detail, strong organizational skills, ability to multi-task and prioritize various tasks and regulatory deadlines.
• Intermediate level knowledge of Microsoft Excel and Word, with Access knowledge a plus.
• Strong aptitude with balancing and reconciling financial activity.
• Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment.
  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

• Reviews and analyzes payroll and 401(k) data, as well as annual controlled group and nondiscrimination testing questionnaire to timely prepare and perform all ERISA testing with completeness and accuracy.
• Performs annual and interim ERISA nondiscrimination testing of the Insperity 401(k) Plan. Prepares IRS Form 5500, required schedules, audit packages and acts as client and auditor point of contact during annual plan audits.
• Performs retirement benefit calculations and allocations, including profit sharing, top heavy minimum, employer matching and annual adjustment allocations assuring that the allocation satisfies all nondiscrimination requirements.
• Analyzes prior plan documents, company ownership and compliance testing reports on client sponsored plans merged/merging into the Insperity 401(k) Plan to identify protected benefits, plan provision mapping and to assure all required data necessary to perform transition year tasks (nondiscrimination testing, Form 5500, etc.) is collected.
• Reviews domestic relations order for qualified status as described under ERISA, including required participant and alternate payee communications.
• Monitors and calculates required minimum distributions to participants over age 70 1/2 as required under the terms of the plan.
• Provides compliance related support to all members of Insperity Retirement Services, Insperity Client Services, Insperity Contact Center and Insperity clients.
• Monitors payment of required employer contributions and excise tax payments due to Insperity, with a constant focus on minimizing or eliminating Insperity financial obligation to pay these required amounts as a result of non-payment by clients and/or former clients.
• Prepares and mails all client communications related to compliance work performed.
• 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.