Insperity — Email & Slack Reference Compilation
This compilation, assembled by Cecilia Ng on June 23, 2026, aggregates all Gmail and Slack communications between MVP Ventures and Insperity, together with key attached documents stored in Google Drive. It serves as a comprehensive operational reference for MVP’s partnership with Insperity, covering: (1) core Insperity documents and one‑page summaries (executive overview, master contract, business‑process forms, employee census, 401(k) plan essentials, wage‑survey data); (2) onboarding procedures for new hires—including I‑9 verification, sign‑on bonuses, and account priming; (3) offboarding workflow for departing staff, wage finalization, COBRA handling, and termination notifications; (4) payroll and bonus administration, service‑fee explanations, and primary payroll contacts; (5) 401(k) plan management, employer match details, employee FAQs, and communication channels; (6) benefits open‑enrollment coordination, communication strategies, and training resources; (7) tax and compliance matters such as NYS‑45 filing notices, self‑employed owner reporting, ICE immigration alerts, and credentialing requirements; (8) employment verification processes for mortgages, rental applications, and address updates; (9) compensation benchmarking, salary‑survey results, and Radford data requests; and (10) a detailed Insperity employee directory with roles and contact information. The document captures dates, responsible parties, email/Slack excerpts, and links to source files, providing a single point of truth for HR, finance, and operations teams handling PEO‑related tasks.
Topics
Insperity Core Documentation & One‑Pager Repository for MVP Ventures
Catalog of foundational Insperity documents (executive summary, master contract, business process forms, employee census, 401(k) plan essentials, wage‑survey data) with links and brief content outlines.
Onboarding Workflow for New Hires via Insperity
Step‑by‑step process for bringing new employees (e.g., Morgan Malone, Mark Rudnik) onto Insperity: I‑9 assistance, account priming, sign‑on bonus routing, and data collection.
Offboarding Process and COBRA Coordination for Departing Employees
Procedures for terminating employees (e.g., Kate Beck), including termination entry, final wage processing, COBRA enrollment guidance, and internal communication.
Payroll and Bonus Administration through Insperity
Management of regular payroll, one‑time bonuses (e.g., Matthew Friedman, Mark Rudnik), service‑fee explanations, and key payroll contacts (Magda Reyes Merlos, Terina Zackery).
Tax and Compliance Issue Tracking (NYS‑45, Self‑Employed Reporting, ICE Alerts)
Handling of tax filings (NYS‑45 notice), self‑employed owner reporting, immigration alerts, and I‑9/ClearStar credentialing tickets.
Employment Verification and Record Management via Insperity Portal
Processes for mortgage verification, income confirmation, address updates, and employment letters using Insperity’s self‑service portal.