Compliance Specialist | Defined Contributions Retirement Plans

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

Job summary

CBIZ in North Canton, Ohio, is seeking a Retirement Plan Administrator to provide advice on plan document design and compliance, and to guide the retirement plan life cycle from IRS submissions to restatements and terminations. You will research information to aid decision making and consult with plan sponsors to resolve issues.

The role requires strong communication, client service, and teamwork, plus knowledge of plan regulations and MS Office.

Qualifications

• Bachelor's degree required or equivalent experience.
• Minimum three years of retirement plan administration experience.
• Comprehensive knowledge of industry, laws, and professional standards.
• Proficient use of MS Office Suite and enterprise communication tools.
• Pursuing QPA and/or QKA certifications encouraged.
• Strong initiative, leadership, and customer service skills.

Responsibilities

• Provide advice on plan document design and compliance.
• Counsel on retirement plan life cycle (IRS submissions, amendments, restatements, terminations).
• Perform research and analysis to aid decision making.
• Consult with plan sponsors to resolve issues.
• Help with questions and issue resolution.
• Provide general client service and problem resolution.
• Accept additional responsibilities as assigned.

Education

Bachelor's degree

High School Diploma or GED

QPA (pursuing)

QKA (pursuing)

MS Office Suite

Concur

Skype

Tools

MS Office Suite

Concur

Skype

Job description

• Provide advice and counsel on plan document design and compliance
• Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
• Perform research, compilation, review and analysis of information to aid in decision making
• Consult with plan sponsors to resolve issues
• Perform research and resolution to assist with questions and issues
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Job Description

• Provide advice and counsel on plan document design and compliance
• Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
• Perform research, compilation, review and analysis of information to aid in decision making
• Consult with plan sponsors to resolve issues
• Perform research and resolution to assist with questions and issues
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Essential Functions And Primary Duties

• Provide advice and counsel on plan document design and compliance
• Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
• Perform research, compilation, review and analysis of information to aid in decision making
• Consult with plan sponsors to resolve issues
• Perform research and resolution to assist with questions and issues
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED required
• At least three years of professional, retirement plan administration 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

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.