Retirement Plan Account Manager | Client Success & Compliance

CBIZ; Cedar Rapids (IA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

CBIZ, Inc. is seeking a Retirement Plan Administrator to manage a block of clients, ensuring high levels of service, accuracy, and timely responses.

You will perform compliance testing, prepare Form 5500 and related schedules, and assist with allocation calculations for employer contributions and distributions. The role requires at least three years in retirement plan administration, a high school diploma or GED, and strong MS Office skills; willingness to travel as needed, and strong

Qualifications

• High School Diploma or GED.
• At least three years of retirement plan administration and compliance experience.
• Comprehensive knowledge of industry laws, regulations and standards.
• Proficient use of MS Office Suite and travel-ready.
• Ability to travel as necessary.

Responsibilities

• Primary contact for a block of business and overall client satisfaction.
• Perform all required Compliance Testing and related items.
• Reconciles assets, prepares Form 5500 and all schedules.
• Preparation of allocations for Employer contributions and distributions.
• Respond to Plan sponsors professionally and timely regarding inquiries.
• Promote client retention and identify opportunities to build relationships.
• Provide value-add solutions to increase operational efficiencies.
• Collaborate with internal partners to deliver timely information.
• Attend client meetings and prepare materials for meetings.
• Achieve service goals established by department.

Skills

Communication skills

Leadership

Interpersonal skills

Customer needs anticipation

Self-learning

Team player

Travel readiness

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Office Suite (Outlook, Word, Excel, PowerPoint)

Concur

Skype

Job description

CBIZ, Inc. is seeking a Retirement Plan Administrator to manage a block of clients, ensuring high levels of service, accuracy, and timely responses.

You will perform compliance testing, prepare Form 5500 and related schedules, and assist with allocation calculations for employer contributions and distributions. The role requires at least three years in retirement plan administration, a high school diploma or GED, and strong MS Office skills; willingness to travel as needed, and strong