We take care of you and your 401(k) plan.

Your dedicated Insperity Retirement Services team is part of a highly qualified staff averaging over 12 years working in the 401(k) industry. Our 401(k) professionals use their expertise to help you make a sound plan for your company, execute it properly, and make modifications when new regulations from ERISA, the IRS or the Department of Labor are published. Beyond that, they provide annual analysis of your plan’s performance and keep you abreast of potential enhancements to your plan.

Along with our experts, the Retirement Service Center puts plan information at your fingertips. You can produce reports on demand to review contributions, balances, eligibility and enrollments at the employee level, or analyze investment fund activity and market values at plan level.

We give you choices.
Working with over 2,400 businesses, we know that each has distinct goals and needs. Our consultants walk you through all the options of the Insperity Retirement Services Customized 401(k) Plan, so you can design the best retirement solution for you and your employees.

Customize your 401(k) with features, such as:

  • Employer contribution options (including new comparability)
  • Automatic enrollment
  • Safe harbor provision
  • Roth contributions

You can also tailor the investments in your 401(k) plan:

  • Choose up to 20 investment options from a broad range of top-performing mutual funds representing a variety of mutual fund families
  • Include optional self-directed brokerage accounts

Insperity Retirement Services Plan Features

Design the best retirement solution for you and your employees.

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10 Questions You Should Ask Your Retirement Plan Provider

With the many retirement options out there, it’s easy to get overwhelmed. Learn more before making a quick decision.

Defined Contribution Plan and Trust Investment Choices

Choose your investment options from a broad range of top-performing mutual funds. View PDF »