Retirement Services Compliance Specialist
Kingwood, TX Kingwood, TX Estimated:
$48.
7K - $61.
6K a year Estimated:
$48.
7K - $61.
6K a year 4 days ago 4 days ago 4 days ago There's a reason Insperity is named one of the top 100 companies to work for in the U.
S.
Want to work for us and find out why? As a trusted advisor to America's best businesses for more than 35 years, Insperity provides an array of human resource and business solutions designed to help improve business performance.
In addition, we provide the client company and their worksite employees with a wide array of value-added benefits and services.
Insperity offers a competitive compensation package and a world-class benefits package, including 19 days paid time off, 9 paid holidays, medical, dental and vision benefits, 401k and tuition reimbursement.
At Insperity, we're committed to providing a positive work environment, and to helping our employees succeed both personally and professionally.
RETIREMENT SERVICES COMPLIANCE SPECIALIST SUMMARY Accurately and timely analyzes all documents, electronic files, non-discrimination testing and other compliance related reports received from a client's prior 401(K) and/or payroll service provider to assure all the required information for Retirement Services to perform the required non-discrimination testing and government reporting has been received.
Contacts clients via telephone and email to obtain outstanding required information to perform annual non-discrimination testing.
Creates email campaigns to collect outstanding information for non-discrimination testing.
Creates client data files to import into testing database via specifications of designated mapping of the client information.
Prepares and files the Form 5500 and Form 8955-SSA for onboarding clients that request the service.
Manages email team box for terminated clients to confirm control group status.
Enters required information into the various software applications used by Retirement Services.
Assists with annual notice preparation of client address files for clients that are in the process of joining the Insperity relationship.
Monitors newly implemented 401(K) plans for situations where only high paid participants are saving.
Under strict deadlines, responsible for finalization and coordination of all compliance related client and participant communications mandated by the Internal Revenue Service and/or Department of Labor.
Assists with tasks associated with annual non-discrimination testing, government filings, plan amendments, qualified domestic relations order processing, and other compliance related tasks.
Prepares and mails all client communications relative to compliance work performed including mail merges for client letters and envelopes.
Serves as a support to other Retirement Services business units to answer technical questions.
Assists with the fulfillment of requests from client accountants during their annual 401(K) audit.
EDUCATION / EXPERIENCE REQUIREMENTS High School Diploma or equivalent is required.
Bachelor's Degree is preferred.
One to three years of related experience in retirement administration, financial services and/or accounting is preferred.
KNOWLEDGE / SKILLS Some knowledge of qualified retirement plans and relevant regulations and 401(K) plan non-discrimination testing and Form 5500 Preparation.
Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment Attention to detail, strong organizational skills, ability to multi-task and prioritize various tasks and regulatory deadlines.
Familiarity with modern office methods, practices, procedures and equipment, as well as business letter writing, and competent in correct English usage, grammar, spelling, punctuation and arithmetic.
Intermediate knowledge of Microsoft Excel and Microsoft Word:
Word document and file merge, and Excel sorting, filtering, and file comparison is required.
Familiarity in working with Microsoft software:
Outlook, PowerPoint and Access.
Strong aptitude with balancing and reconciling financial activity.
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.
#CNS #ZCS Accurately and timely analyzes all documents, electronic files, non-discrimination testing and other compliance related reports received from a client's prior 401(K) and/or payroll service provider to assure all the required information for Retirement Services to perform the required non-discrimination testing and government reporting has been received.
Contacts clients via telephone and email to obtain outstanding required information to perform annual non-discrimination testing.
Creates email campaigns to collect outstanding information for non-discrimination testing.
Creates client data files to import into testing database via specifications of designated mapping of the client information.
Prepares and files the Form 5500 and Form 8955-SSA for onboarding clients that request the service.
Manages email team box for terminated clients to confirm control group status.
Enters required information into the various software applications used by Retirement Services.
Assists with annual notice preparation of client address files for clients that are in the process of joining the Insperity relationship.
Monitors newly implemented 401(K) plans for situations where only high paid participants are saving.
Under strict deadlines, responsible for finalization and coordination of all compliance related client and participant communications mandated by the Internal Revenue Service and/or Department of Labor.
Assists with tasks associated with annual non-discrimination testing, government filings, plan amendments, qualified domestic relations order processing, and other compliance related tasks.
Prepares and mails all client communications relative to compliance work performed including mail merges for client letters and envelopes.
Serves as a support to other Retirement Services business units to answer technical questions.
Assists with the fulfillment of requests from client accountants during their annual 401(K) audit.
High School Diploma or equivalent is required.
Bachelor's Degree is preferred.
One to three years of related experience in retirement administration, financial services and/or accounting is preferred.
Some knowledge of qualified retirement plans and relevant regulations and 401(K) plan non-discrimination testing and Form 5500 Preparation.
Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment Attention to detail, strong organizational skills, ability to multi-task and prioritize various tasks and regulatory deadlines.
Familiarity with modern office methods, practices, procedures and equipment, as well as business letter writing, and competent in correct English usage, grammar, spelling, punctuation and arithmetic.
Intermediate knowledge of Microsoft Excel and Microsoft Word:
Word document and file merge, and Excel sorting, filtering, and file comparison is required.
Familiarity in working with Microsoft software:
Outlook, PowerPoint and Access.
Strong aptitude with balancing and reconciling financial activity.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
$48.
7K - $61.
6K a year Estimated:
$48.
7K - $61.
6K a year 4 days ago 4 days ago 4 days ago There's a reason Insperity is named one of the top 100 companies to work for in the U.
S.
Want to work for us and find out why? As a trusted advisor to America's best businesses for more than 35 years, Insperity provides an array of human resource and business solutions designed to help improve business performance.
In addition, we provide the client company and their worksite employees with a wide array of value-added benefits and services.
Insperity offers a competitive compensation package and a world-class benefits package, including 19 days paid time off, 9 paid holidays, medical, dental and vision benefits, 401k and tuition reimbursement.
At Insperity, we're committed to providing a positive work environment, and to helping our employees succeed both personally and professionally.
RETIREMENT SERVICES COMPLIANCE SPECIALIST SUMMARY Accurately and timely analyzes all documents, electronic files, non-discrimination testing and other compliance related reports received from a client's prior 401(K) and/or payroll service provider to assure all the required information for Retirement Services to perform the required non-discrimination testing and government reporting has been received.
Contacts clients via telephone and email to obtain outstanding required information to perform annual non-discrimination testing.
Creates email campaigns to collect outstanding information for non-discrimination testing.
Creates client data files to import into testing database via specifications of designated mapping of the client information.
Prepares and files the Form 5500 and Form 8955-SSA for onboarding clients that request the service.
Manages email team box for terminated clients to confirm control group status.
Enters required information into the various software applications used by Retirement Services.
Assists with annual notice preparation of client address files for clients that are in the process of joining the Insperity relationship.
Monitors newly implemented 401(K) plans for situations where only high paid participants are saving.
Under strict deadlines, responsible for finalization and coordination of all compliance related client and participant communications mandated by the Internal Revenue Service and/or Department of Labor.
Assists with tasks associated with annual non-discrimination testing, government filings, plan amendments, qualified domestic relations order processing, and other compliance related tasks.
Prepares and mails all client communications relative to compliance work performed including mail merges for client letters and envelopes.
Serves as a support to other Retirement Services business units to answer technical questions.
Assists with the fulfillment of requests from client accountants during their annual 401(K) audit.
EDUCATION / EXPERIENCE REQUIREMENTS High School Diploma or equivalent is required.
Bachelor's Degree is preferred.
One to three years of related experience in retirement administration, financial services and/or accounting is preferred.
KNOWLEDGE / SKILLS Some knowledge of qualified retirement plans and relevant regulations and 401(K) plan non-discrimination testing and Form 5500 Preparation.
Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment Attention to detail, strong organizational skills, ability to multi-task and prioritize various tasks and regulatory deadlines.
Familiarity with modern office methods, practices, procedures and equipment, as well as business letter writing, and competent in correct English usage, grammar, spelling, punctuation and arithmetic.
Intermediate knowledge of Microsoft Excel and Microsoft Word:
Word document and file merge, and Excel sorting, filtering, and file comparison is required.
Familiarity in working with Microsoft software:
Outlook, PowerPoint and Access.
Strong aptitude with balancing and reconciling financial activity.
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.
#CNS #ZCS Accurately and timely analyzes all documents, electronic files, non-discrimination testing and other compliance related reports received from a client's prior 401(K) and/or payroll service provider to assure all the required information for Retirement Services to perform the required non-discrimination testing and government reporting has been received.
Contacts clients via telephone and email to obtain outstanding required information to perform annual non-discrimination testing.
Creates email campaigns to collect outstanding information for non-discrimination testing.
Creates client data files to import into testing database via specifications of designated mapping of the client information.
Prepares and files the Form 5500 and Form 8955-SSA for onboarding clients that request the service.
Manages email team box for terminated clients to confirm control group status.
Enters required information into the various software applications used by Retirement Services.
Assists with annual notice preparation of client address files for clients that are in the process of joining the Insperity relationship.
Monitors newly implemented 401(K) plans for situations where only high paid participants are saving.
Under strict deadlines, responsible for finalization and coordination of all compliance related client and participant communications mandated by the Internal Revenue Service and/or Department of Labor.
Assists with tasks associated with annual non-discrimination testing, government filings, plan amendments, qualified domestic relations order processing, and other compliance related tasks.
Prepares and mails all client communications relative to compliance work performed including mail merges for client letters and envelopes.
Serves as a support to other Retirement Services business units to answer technical questions.
Assists with the fulfillment of requests from client accountants during their annual 401(K) audit.
High School Diploma or equivalent is required.
Bachelor's Degree is preferred.
One to three years of related experience in retirement administration, financial services and/or accounting is preferred.
Some knowledge of qualified retirement plans and relevant regulations and 401(K) plan non-discrimination testing and Form 5500 Preparation.
Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment Attention to detail, strong organizational skills, ability to multi-task and prioritize various tasks and regulatory deadlines.
Familiarity with modern office methods, practices, procedures and equipment, as well as business letter writing, and competent in correct English usage, grammar, spelling, punctuation and arithmetic.
Intermediate knowledge of Microsoft Excel and Microsoft Word:
Word document and file merge, and Excel sorting, filtering, and file comparison is required.
Familiarity in working with Microsoft software:
Outlook, PowerPoint and Access.
Strong aptitude with balancing and reconciling financial activity.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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