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Director, Insperity Retirement Plans Consulting

Job Title

Director, Insperity Retirement Plans Consulting

Job ID



Kingwood Texas 77339

There’s a reason Insperity was ranked in the top 3% on WorkplaceDynamics’ National Top Workplaces list and named one of the top 100 companies to work for in the U.S.


Want to work for us and find out why?


As a trusted advisor to America’s best businesses for more than 35 years, Insperity provides an array of human resource and business solutions designed to help improve business performance. In addition, we provide the client company and their worksite employees with a wide array of value-added benefits and services.


Insperity offers a competitive compensation package and a world-class benefits package, including 19 days paid time off, 9 paid holidays, medical, dental and vision benefits, 401k and tuition reimbursement. At Insperity, we’re committed to providing a positive work environment, and to helping our employees succeed both personally and professionally.


Director, Insperity Retirement Plans Consulting


We are currently seeking a Director, Insperity Retirement Plans Consulting to join our team.  

This position is responsible for planning, directing, and coordinating the delivery of services associated with Retirement Services products.  Also responsible for working with Enterprise and Middle Market leadership to develop strategies and identify service levels for those clients utilizing the Insperity 401(k) Plans. As an expert resource, resolves complex situations and identifies, develops, recommends, and implements process improvements that result in improved efficiency and effectiveness. 

Essential Functions
Under minimal supervision and heavy decision-making:

  • Works with Client Services, Enterprise, and Middle Market leadership and Retirement Services personnel to ensure strategy is in place to meet agreed upon Service Levels and ensure high level of consultation in all areas of the Insperity 401(k) Plan. This includes merger and acquisition consultation regarding Insperity 401(k) Plan, plan amendment consultation to encourage participation, and consultation as it relates to passing various IRS required testing.
  • Resolves escalated operational and inquiry calls from clients and Insperity personnel as they relate to the Insperity 401(k) Plan.
  • Implements and maintains high performance human resources practices within the consulting team to include interviewing and selection, establishing individual and team goals and objectives, performance evaluation and development, formal and informal coaching and counseling, and other practices as needed, all according to applicable laws, regulations, and/or policies.
  • Implements and maintains efficient processes and procedures to ensure new clients are being contacted and calls are being documented in for testing calls, plan amendments, de-conversion calls, problem resolution, mergers and acquisition, and all other ongoing services calls.
  • Coordinates team to ensure adequate phone coverage for all special campaigns (e.g., testing results, Safe Harbor, special client mailings, etc.).
  • Manages assigned projects that improve processes, technology, and product offerings to ensure client satisfaction and retention.
  • Participates in and contributes to Insperity”s Well-being initiative.
  • Develops strategies designed to enhance customer loyalty and maximize retention.
  • Provides support to Retirement Services Sales on technical issues.
  • Acts as a resource for development of new business opportunities.
  • Develops 401(k) training for Client Services personnel and other internal partners.
  • Develops, coaches, mentors, and leads team members for sustained individual and team performance.  

Education/Experience Requirements

  • Bachelor’s Degree in a related field or equivalent experience is required.  Master’s Degree is preferred.
  • Ten or more years of experience in 401(k) is preferred.
  • Three to five years supervisory experience or seven years in a leadership role in a 401(k) Recordkeeping or Third-Party Administrator is preferred.

Relevant professional designations (e.g., CPC, QPA, QKA, CEBS, CPA, APA) preferred.


  • Solid working knowledge of all types of retirement plans, ERISA, the Internal Revenue Code (IRC) and relevant regulations.
  • Broad and specific knowledge of and experience in the retirement plan recordkeeping process.
  • Working knowledge of the functional aspects of retirement plans including cash flow processes, trust administration, and accounting and reporting.
  • Knowledge of retirement plan investment options, including mutual funds, and investment policies.
  • Demonstrated ability to manage product and projects crossing multiple business functions.
  • Ability to plan, organize, prioritize and coordinate multi-faceted projects, and organize workflow under narrow time limitations.
  • Strong impact and influencing skills to facilitate resolution of inquiries or concerns from internal audiences.
  • Well-developed interpersonal skills and the ability to interact professionally with all levels within the organization. Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment.
  • Strong management, leadership, organizational and planning skills and attention to detail.
  • Ability to solve problems in a logical, calm manner.
  • Flexibility, adaptability, and ability to multi-task.


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.