Compliance Analyst 401K

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 . 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. Compliance Analyst 401K T hi s po s it i o n i s r e s pon s ib l e f o r c o m pl i a n c e r e l at e d t a sk s a ss o c i ate d w it h 4 0 1 ( k ) p l a n ad m ini s t r a t ion, in c l u d i ng , b u t no t l i m ite d t o r e v i e w i n g p a y r o l l a n d 4 01 ( k ) p l a n d a t a u s e d f o r no n d isc r i m inati o n te s t i n g a nd go v e r n m en t f o r m r epo r tin g , pe r f o r m in g r equi r e d n o n d isc r i m inati o n te s t i ng , c o m pleti o n o f I RS F o rm 5500 , p r o v i d in g a u di t p a c k age s an d au d i t s u ppo rt du r ing c lie n t p l a n a u dit s , r e v i e w i n g do m e s t i c r elat i on s o r d e r s , c al c ula t i n g m ini m u m r equi r e d di s t r i bu t i on s , c r eatin g pl a n ad o pti o n ag r e e m ent s , a m en d m ent s an d a ss o c i a te d c o mm uni c a t i o n s , a n d c o o r di n at i o n o f c l ien t c o m m u n i c at i on s . Responsibilities: R e v i e w s a n d an a l yz e s p a y r o l l an d 4 0 1 ( k ) data , a s w e l l a s annu a l c o nt r o l l e d g r o u p a n d non d i sc r i m i nat i o n te s t i n g que s t i on n a i re t o t i m e l y p r epa re a n d p e r f o r m al l E R I S A t e s ti n g w it h c o m plet e ne s s an d a cc u r a c y . Pe r f o r m s annua l a n d in t e r i m E R IS A no n d i sc r i m inat i o n te s ti n g o f Insperity individual 401(k) plans. P r epa r e s I RS F o rm 5500 , r eq u i r e d sc h e d u le s , a u d i t p a c k age s an d a c t s a s c l i en t an d au d i to r p o in t of c onta c t d u r i n g a n nu a l p l a n au d it s . Pe r f o r m s r eti r e m en t bene f i t c a l c u l a ti o n s an d a l lo c a t io n s , in c l u d i n g p r o f i t s ha r i ng , t o p h e a v y m ini m u m , e m pl o y e r m at c hin g a n d a nnu a l a d j u s t m en t allo c a t i o n s a ss u r i n g t ha t t h e a l l o c atio n s a ti s f i e s a l l non d i sc r i m i nat i o n r eq u i r e m ent s . An a l yz e s p r i o r p l a n do c u m ent s , c o m pa n y o w ne r s h i p an d c o m p l ian c e t e s t i n g r epo r t s o n cl i e n t s pon s o r e d p l an s, to the extent ne c e ss a r y t o pe r f o rm t r an s i t io n y ea r t a sk s ( non d i sc r i m inatio n te s t i ng , F o r m 5500 , et c . ). R e v i e w s do m e s ti c r e l at i o n s o r de r f o r qual i f i e d s tatu s a s de sc r ibe d un d e r E R I S A , in cl u d in g r e q u i r e d pa r ti ci pa n t a n d a l te r n at e p a y e e c o m m uni c at i on s . Mo n ito rs a n d c a l c u l ate s r e qu i r e d m i n i m u m di s t r ibu t i o n s t o pa r ti c ip a nt s o v e r ag e 7 0 1/ 2 a s r e q u i r e d unde r t h e t e r m s o f th e p l an. P r o v i d e s c o m p l ian c e r e l a te d s uppo rt t o a l l m e m be rs o f In s pe r i t y R e t i r e m en t Se r vic e s , In s pe r i t y C l i ent Se r v i c e s , In s p e r i t y C onta c t C ente r an d In s pe r i t y c l i ent s . Mo n ito rs p a y m en t o f r equ i r e d e m p l o y e r c ont r ibu t i o n s an d e xc i s e ta x p a y m ent s d u e. P r epa r e s p l a n ado p ti o n ag r e e m ent s , a m en d m ent s an d r equ i r e d pa r t i c ip a nt c o m m uni c ation s . P r epa r e s a l l c l i e n t c o m m uni c at i on s r e l at ed t o c o m p l ian c e w o rk pe r f o r med. Qualifications: H ig h S c ho o l D i p lo m a o r eq u i v al e n t i s r eq u i r ed . B a c he l o r ’ s D eg r e e i n Bu si n e s s Ad m ini s t r ation, F inan c e o r o t he r r e lat e d f i e l d i s p r e f e rr ed. T w o t o f ou r y ea rs o f e x pe r i en c e i n r e t i r e m en t pl a n ad m in i s t r at i o n f i e l d i s p r e f e rr ed. Indust r y r e l a t e d p r o f e ss i o na l d e s ig n at i o n ( A m e r i c a n So c i et y o f Pen s i o n P r o f e ss ional s & A c t ua r i es ( A S P P A ) o r N ati o na l I n s ti t ut e o f Pen s i o n Ad m ini s t r a t o rs (N IPA )) o r c o m m i t m en t t o pu r s u e p r e f e rr ed but no t r e q ui r e d. Knowledge / Skills: Un de r s ta n d i n g o f 40 1 ( k ) pla n ad m ini s t r at i on , i n cl ud i n g no n di sc r i m inati o n t e s tin g a n d F o rm 5500 p r epa r a t i o n. E x pe r i en c e w i t h on e o r m o re, AS C D o c u m ent s , 550 0 a n d C o m plian c e T e s ting, an d O m n i P l u s o r o t he r i n du s t r y r e c og n i z e d r e c o r d k ee p in g s y s te m . So m e k no w le d g e o f m u l ti p l e e m pl o y e r p l a n s , an d /o r th e p r o f e ss ion a l e m p l o y e r o r ga n i z at i o n ( P E O ) in d u s t r y , a s w e l l a s c o nt r o ll e d g r o u p r u le s a p l u s . Att e nt i o n t o det a i l , s t r on g o r ga n i z at i on a l s k i l l s , a b i l i t y t o m ulti - ta s k an d p r io r i t i z e v a r iou s ta s k s and r egu l ato r y d e a d l i ne s . Inte r m ediat e l e v e l k n o w l ed g e o f M i c r o s o f t E xc e l a n d W o r d , w i t h A cc e s s k no w le d g e a p l u s . St r o n g a p ti t ud e w i t h b a l a n c in g an d r e c on ci l i n g f in a n c i a l a c t iv i t y . C o m m uni c ate s ta c t f ul l y an d e ff e c t iv e l y , v e r b a l l y a n d i n w r i t in g , a n d m aint a i n s e ff e c ti v e w o rk r e l ati o ns w it h tho s e en c o u nte r e d i n t h e c ou r s e o f e m pl o y m e nt . 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.