Contribution Specialist, Insperity ; k) Plans

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 Ripple Match’s Campus Forward Awards.

There’s never been a better time to be part of Insperity, and our best work is still ahead.

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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.

This position is responsible for executing 401(k) plan contribution transactions, resulting in the purchase of investment shares, in the 401(k) plan recordkeeping system.

• Processes daily payroll calculated contributions in the 401(k) recordkeeping system, including reconciliation and coordination of funding with other business units.
• Processes participant-initiated loan payoffs and rollovers, including review of any required supporting documentation and coordination with other business units and third-party service providers.
• Processes all employer contributions outside of payroll integration, including annual employer contributions, and corrective contributions.
• Serves as the primary contact for general client and participant level recordkeeping system inquiries related to inbound transactions and investment share purchases.
• Reviews loan amortization schedules, assures alignment between the recordkeeping and payroll systems, and executes appropriate adjusting entries in the applicable system(s).
• Responds to inquiries related to rollover contributions from issuing financial institutions.
• Updates payroll system with year-to-date contribution amounts from prior payroll providers/employers to aid in regulatory limit monitoring.
• Participates in enhancement and release testing on the payroll, recordkeeping, and CRM systems.
• Performs quality review of inbound transactions performed by other specialists.
• Assists in the resolution of participant and plan level issues escalated from internal departments.
• Prepares, updates, and distributes job aids, as necessary.
• Contributes to the completion of projects and department objectives as specified by the manager.

• High School Diploma or equivalent required.
• Bachelor’s Degree or commensurate work experience preferred.
• Three to five years of experience in a retirement plan administration, benefits administration, payroll processing, human resource, financial services, or bookkeeping/accounting related role preferred.
• No licenses or certifications required.
• A willingness to pursue retirement plan certificates, certifications and designations expected for growth.
• Understanding of retirement plans, specifically 401(k) plans, other…