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Section 125 Compliance Specialist

Job Title

Section 125 Compliance Specialist

Job ID



Kingwood TX US 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.

Section 125 Compliance Specialist

We are currently seeking a Section 125 Compliance Specialist to join our team. 

This position is responsible for providing phone and email support to Insperity clients on behalf of Section 125 team.  Analyzes data submitted by clients for both the cafeteria plan and 401(k) plan nondiscrimination testing to ensure compliance with IRC rules and regulations regarding nondiscrimination testing for both plans and collaborates with analysts through annual nondiscrimination testing cycle.  

Essential Functions
Under moderate supervision and moderate decision-making:

  • Responds to client calls and email inquiries regarding Controlled Group setup and change in tax status, benefit classing, eligibility and nondiscrimination testing results.
  • Walks clients through how to complete the nondiscrimination questionnaire.
  • Monitors and manages the Section 125 group email inboxes and voice mailbox, escalating as needed.
  • Reviews and processes questionnaires and follows up with clients with questions when needed.
  • Participates in annual nondiscrimination testing and controlled group analysis processes.
  • Prepares and delivers results communications for email/print distribution to clients, worksite employees and internal service providers.
  • Performs regular audits on existing eligibility data and testing elements.
  • Performs Section 125 eligibility testing as needed for client-initiated changes such as new ownership or business type.
  • Trains new Coordinators when needed.
  • Maintains contact lists database and provides to different departments. Prepares reports related to annual non-discrimination testing.
  • Conducts client call campaigns and assists with special projects that require problem solving and organizational skills.
  • Collaborates with other departments across the organization.

Education/Experience Requirements

  • High School Diploma or equivalent is required. Associate’s Degree or Bachelor’s Degree is preferred.
  • Three or more years in benefits, retirement plans, accounting, or tax experience required.  PEO experience is preferred.
  • Experience in team dynamics is preferred.

Certified Cafeteria Plan Administrator, CPC (Certified Pension Consultant), QPA (Qualified Pension Administrator), QKA (Qualified 401k Administrator), or CEBS is preferred.


  • Ability to examine and analyze data, researching independently when needed to identify gaps.
  • Comfortable speaking with people on various corporate levels, such as small business owners, CFOs, and tax advisors.
  • Thrives in a fast-paced environment.
  • Ability to maintain composure in stressful situations.
  • Excellent customer service skills.
  • Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment.
  • Familiar with modern office methods, practices, procedures and equipment, as well as filing systems and business letter writing and competent in correct English usage, grammar, spelling, punctuation, and arithmetic.
  • Familiar with Microsoft Office Products, specifically Outlook, MS Word, Excel, and Access.
  • Working knowledge of qualified plans, including ERISA, the Internal Revenue Code, and relevant regulations preferred.
  • Attention to detail and organizational and planning skills. 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.