Retirement Services Consultant

Summary This position is responsible for the service delivery of the Insperity 401(k) Plan to client company owners and authorized client contacts. Consults and follows up on activities of their company’s 401(k) plan needs, troubleshoot situations, assists with educating clients, and develops partnerships. Responsibilities Develops and maintains relationship with Insperity 401(k) Plan clients through full life cycle of customer from plan initiation to exit. Supports a book of clients, ensuring touch calls are made to build long-term relationships and maintains a high level of client satisfaction. Manages general client issues and client‑specific projects such as plan amendments, profit sharing contributions, forfeiture sweeps, and Safe Harbor campaigns. Answers incoming calls/emails from clients requesting information on their Insperity 401(k) Plan, including questions about plan implementation and transfer process, nondiscrimination testing, Form 5500, invoices, and IRS regulations. Notifies and advises clients of required nondiscrimination testing and ways to improve future results. Consults with clients on their current plan provisions and potential amendments. Receives escalated issues and acts as liaison between other areas of Retirement Services to resolve operational plan inquiries. Responds to client questions regarding ownership structure, potential mergers, acquisitions, and other business transactions/changes. Presents 401(k) related information to internal partners. Documents client activities in Insperity’s CRM system. Qualifications High School Diploma or equivalent is required. Bachelor’s Degree is preferred. Two to five years of retirement benefits and/or 401(k) experience is required. Experience in implementing 401(k) Plans and reviewing/interpreting plan documents is required. Professional designations such as CPC, QPA, QKA, CEBS, CPA, APA are preferred. Understanding of the professional employer organization (PEO) industry and/or MEP/PEP 401(k) plans is preferred. Solid understanding of qualified plans, including ERISA, the Internal Revenue Code, and relevant regulations. Ability to lead presentations. Effective written and verbal communication skills. Effective problem solving/decision‑making. Customer service experience. Ability to manage competing priorities with an attention to detail. Proficient use of Microsoft Office programs, specifically Excel and PowerPoint, and demonstrates ability to learn other application programs as needed. 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. #J-18808-Ljbffr 55 Insperity Retirement Services, L.P.