Conversion Analyst

Insperity Inc

Kingwood, TX, United States
401(k) plan implementation
Retirement plan conversion
Financial data loading
This position is responsible for the implementation and conversion process for new Insperity 401(k) Plan clients with existing simple/moderately complex retirement plans

Job Summary

  • This position is responsible for the implementation and conversion process for new Insperity 401(k) Plan clients with existing simple/moderately complex retirement plans.
  • Insperity provides a total rewards package including generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, and paid volunteer hours.
  • The company values diversity, inclusivity and a sense of belonging, offering flexibility and career growth opportunities.

Matching Summary

This position is responsible for the implementation and conversion process for new Insperity 401(k) Plan clients with existing simple/moderately complex retirement plans.

Skills & Requirements

Must-have

  • 401(k) plan implementation
  • Retirement plan conversion
  • Financial data loading
  • Participant record accuracy
  • ERISA and Internal Revenue Code knowledge

Nice-to-have

  • Client liaison
  • Adaptability and multitasking
  • Team collaboration
  • Diversity and inclusion

Key Requirements

  • Bachelor’s Degree or equivalent experience
  • Four or more years in retirement services
  • One year conversion activity experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter