Account Manager | Retirement Plan Administrator

CBIZ; North Canton (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

CBIZ, Inc. is seeking an experienced Retirement Plan Administrator to manage a defined block of client business. You will ensure client satisfaction, perform compliance testing, and prepare required Form 5500 filings and schedules.

The role requires collaboration with internal teams to resolve issues and maintain high service levels. Preferred candidates hold a Bachelor’s degree and have 3+ years of retirement plan administration experience, with strong communication skills and MS Office

Qualifications

• Bachelor's degree preferred; high school diploma or GED acceptable with experience.
• Proven knowledge of retirement plan administration and compliance requirements.
• Excellent communication skills and ability to interact with all levels of an organization.
• Proficient with MS Office; familiarity with Concur and Skype helps.
• Ability to travel as necessary and work in a fast-paced environment.

Responsibilities

• Primary contact for a block of business and ensure client satisfaction.
• Perform compliance testing and prepare Form 5500 and schedules.
• Reconcile assets and allocate employer contributions; calculate distributions.
• Address inquiries on tax reporting (5500, 5330) and IRS guidelines.
• Assist with client meetings and materials; support service goals.

Skills

Communication skills

Travel willingness

Team player

Initiative

Education

Bachelor's degree

High School Diploma or GED

Tools

FT William software

Concur

Skype

Job description

• Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
• Perform all required Compliance Testing and related items
• Reconciles assets, prepares Form 5500 and all schedules
• Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
• Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions
• Promote client retention and identify opportunities to build existing relationships through timely service quality
• Provide value-add solutions to increase operational efficiencies
• Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
• Resolve complex situations or requests
• Attend client meetings and prepare materials for meetings
• Achieve service goals established by department
• Additional responsibilities as assigned

Job Description

Essential Functions And Primary Duties

• Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
• Perform all required Compliance Testing and related items
• Reconciles assets, prepares Form 5500 and all schedules
• Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
• Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions
• Promote client retention and identify opportunities to build existing relationships through timely service quality
• Provide value-add solutions to increase operational efficiencies
• Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
• Resolve complex situations or requests
• Attend client meetings and prepare materials for meetings
• Achieve service goals established by department
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree
• Familiarity with FT William software used for 5500 and compliance

Minimum Qualifications

• High School Diploma or GED
• At least three years of professional, retirement plan administration, 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 Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
• 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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.