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Plan Document Specialist | Retirement Plans

CBIZ, Inc.
North Canton, USA
Mid · 3–5 years experience
Hybrid
Discovered 3 weeks ago

Full Job Posting

Qualifications

  • Minimum Qualifications
  • High School Diploma or GED
  • At least three years of professional, retirement plan technical and compliance experience
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
  • Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Pursuing Enrolled Retirement Plan Agent (ERPA) designation
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

Responsibilities

  • Essential Functions and Primary Duties
  • Prepare and maintain third-party administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
  • Provide support in responding to plan document-related questions and issues.
  • Assist with the design, customization, and modification of retirement plan documents.
  • Support retirement plan compliance activities, including IRS submissions, plan amendments, restatements, and terminations.
  • Assist with researching and resolving technical questions and issues related to ERISA and plan document provisions.
  • Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
  • Maintain accurate records and documentation related to plan document activities.
  • Perform additional responsibilities as assigned.
  • Preferred Qualifications
  • Bachelor's degree
  • Minimum of 3-5 years' of experience in TPA Plan Document Support preferred
  • Qualified 401(k) Administrator (QKA) designation, or designation in progress is a plus
  • Proficiency with FT Williams (FTW)
  • Foundational knowledge of retirement plan regulations, plan document provisions, and defined benefit and defined contribution plans

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