Retirement Plan Administrator | Defined Contributions (DC)

CBIZ; North Canton (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

CBIZ is seeking a dedicated professional located in North Canton, Ohio, for a role focusing on client satisfaction and compliance within retirement plans. The primary responsibilities include managing client inquiries, performing compliance testing, and preparing necessary documentation. The ideal candidate has a Bachelor’s degree and relevant experience in retirement plan administration.

Strong communication and interpersonal skills are essential for success in this role, alongside the ability to work efficiently under deadlines.

Qualifications

• At least three years of experience in retirement plan administration and compliance.
• Ability to effectively communicate and interact with various levels of an organization.
• Experience with problem-solving and initiative in business tasks.

Responsibilities

• Serve as the main contact for a specific block of business and ensure client satisfaction.
• Perform Compliance Testing and reconciliations for Form 5500.
• Attend client meetings and prepare relevant materials.

Skills

Knowledge of compliance and tax reporting

Interpersonal skills

Communication skills

Leadership skills

Problem-solving skills

Education

High School Diploma or GED

Bachelor's degree

Tools

FT William software

MS Office Suite

Job description

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

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