Insperity · 1 month ago
Manager Insperity 401(k) Plan Implementation
Kingwood, TX
Full-time
Hybrid
Mid, Senior Level
7+ years expInsperity provides a comprehensive suite of scalable HR solutions and is seeking a Manager Insperity 401(k) Plan Implementation. This role involves managing the implementation team responsible for plan mergers and transfers, ensuring compliance with established procedures, and maintaining high standards in client onboarding.
Enterprise SoftwareHuman ResourcesService Industry
Responsibilities
Manages, coaches and trains individual team members responsible for new business implementation related tasks, including all steps required to implement a client in the NSPk in all related systems and applications
Executes consistent audits to ensure quality controls meet department and organization standards
Manages plan mergers/transfers from other qualified retirement plans into the NSPk focusing on appropriate client expectation setting, timely transfer scheduling, and successful coordination of asset and data transfer dates that fall within agreed upon plan blackout periods assuring compliance with the Sarbanes-Oxley Act
Works closely with business units, consultants, compliance, vendors, and department leadership to refine/define plan implementation strategies
Monitors industry trends to identify process improvement, opportunities, and maintenance of industry standards associated with the implementation and transfer of 401(k) plans
Maintains a working knowledge of ERISA, the Internal Revenue Code and applicable regulatory guidelines connected with 401(k) plan implementation, vendor transition, and administration to new and existing procedures to protect Insperity from potential fiduciary and legal risks
Manages the setup of client pricing and implementation related to billing in the Insperity CRM system
Collaborates with new client implementation teams across the organization to continuously improve the overall client on-boarding experience
Resolves escalated operational and inquiry calls from internal and external partners as it relates to implementation and conversion activity
Monitors and reports implementation and conversion metrics to identify trends and report to leadership
Monitors operational trends within the industry and the Company to identify opportunities, make recommendations for improvement and identify service and plan enhancements
Serves as project lead on performance improvement efforts necessary to service a high volume of NSPk plan implementations and plan mergers
Reviews and monitors third party providers and their applications related to NSPk implementation to assure Retirement Services is using providers that align with industry best practices
Participates in key decisions as a member of Retirement Services leadership team, including efforts to effectively manage the department’s resources and to effect continuous improvement in the department’s performance
Researches and responds/resolves inquiry calls from clients concerning implementation issues, as well as providing information and assistance to other areas of the company
Makes hiring decisions through a targeted selection process of behavioral interviewing
Develops, coaches, mentors, and leads team members for sustained performance through continuous feedback. Communicates expectations in a way that that connects people, tasks, and resources to achieve business objectives. Has an in-depth understanding of team roles to attain quality results
Develops skill level of individuals through demonstrated leadership, mentoring, development, planning, and performance management
Participates in group mentorship opportunities – lead by example
Builds inclusive and collaborative relationships with team and peers across the department to achieve common goals
Develops and executes plans with goals that measure individual and team performance. Sets expectations for metrics for achieving goals. Monitors and communicates progress to achieve high standards of excellence
Recognizes the need for change and leads efforts to include others in the change plans. Takes accountability to implement change through influence and intentional communication
Supervises others: Yes
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
Qualification
Required
High school diploma or equivalent required
Seven or more years of experience in the retirement services field is required
Understanding of the various types of retirement plans, as well as the types of investments typically held in retirement plans and how they are valued
Proficient understanding and interpretation of various file formats and converting them to a format compatible with Insperity systems and applications
Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment
Solid understanding of qualified retirement plans, including ERISA, the Internal Revenue Code, and relevant regulations
Ability to read and interpret regulations and plan documents required
Demonstrates strong interpersonal skills and emotional intelligence
Preferred
Bachelor's Degree or four years of equivalent experience preferred
Plan conversion experience preferred
Experience in the Professional Employer Organization (PEO) industry and with multiple employer or pooled employer plans preferred
Previous management or supervisory experience is strongly preferred
Relevant professional designations (e.g., ASPPA QKA, QKC, CPC, NIPA APA, etc.) preferred
Benefits
Generous paid time off
Top-tier medical, dental and vision benefits
Health & wellness support
Paid volunteer hours
Company
Insperity
Insperity (formerly Administaff), a trusted advisor to America’s best businesses for more than 25 years, provides an array of human
1001-5000 employees
H1B Sponsorship
Insperity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (28)
2023 (20)
2022 (13)
2021 (26)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-01-10IPO
Leadership Team
Steve Arizpe
President and Chief Operating Officer
Ross Astramecki
Sr. Vice President, Sales
Recent News
2025-11-14
2025-11-04
Company data provided by crunchbase