We provide a plan for the future that serves you today.

Insperity Retirement Services delivers a full-service employee retirement plan for businesses that desire flexibility in plan design and investment choices, seek the expert support required to maintain a sound plan, and demand responsive service.

We offer:

  • A flexible 401(k) plan – The Insperity Retirement Services Customized 401(k) Plan allows you to select from among a variety of features to:
    • Encourage employee participation and loyalty
    • Give employees access to their money when needed
    • Help satisfy nondiscrimination testing
  • Full recordkeeping services in-house – We take care of all of the recordkeeping functions associated with managing a 401(k) plan, such as:
    • Daily valuation recordkeeping
    • Online access to participant accounts and plan sponsor reporting
    • Quarterly participant account statements
  • Full Third Party Administrator (TPA) servicing in-house – As a full service third-party administrator, we set up your 401(k) plan and perform all of the functions to ensure it meets IRS regulations, including:
    • Annual testing
    • Signature-ready IRS Form 5500
    • Assistance with regulatory changes
  • Employee education – From enrollment meetings and individualized enrollment booklets to online information and investment advice, we provide the tools to educate your employees about the benefits of saving for retirement.
  • Consulting – Insperity Retirement Services employs experienced 401(k) professionals wholly dedicated to ensuring that your 401(k) plan transition and ongoing daily operations occur smoothly and efficiently. These specialists guide you through the entire process, from design to conversion to ongoing plan administration. Moreover, we facilitate the set-up of required custodial services through Reliance Trust Company, as well as offering guidance on expanded trustee services.