Retirement Plan Administrator | Defined Contributions (DC)

CBIZ; Phoenix (AZ); Hybrid; USD 70,000 - 95,000; Full time

Job summary

CBIZ is seeking a Retirement Plan Administrator to serve as the primary contact for a block of clients, ensuring overall satisfaction and timely service delivery. The role involves compliance testing, 5500 preparation, and allocations for employer contributions.

You will respond to sponsor inquiries, collaborate with internal teams, and participate in client meetings to provide value-added, accurate information and improved operations.

Qualifications

• High School Diploma or GED is required with at least three years of retirement plan administration and compliance experience.
• Familiarity with industry laws, regulations, and professional standards is expected.
• Proficiency in MS Office and travel/communication tools is required.
• Pursuing QPA or QKA designations is a plus.

Responsibilities

• Serve as primary contact for a block of business and ensure client satisfaction.
• Perform compliance testing and prepare Form 5500 and schedules.
• Prepare allocations for employer contributions and distributions like RMDs and QDROs.
• Respond to plan sponsors with professional, timely communications.
• Collaborate with internal partners to deliver accurate information and resolve issues.
• Attend client meetings and prepare meeting materials.

Skills

Client service

Communication

Leadership

Team player

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Office Suite

Concur

Skype

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 businessPerform all required Compliance Testing and related itemsReconciles assets, prepares Form 5500 and all schedulesPreparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations OrdersEffectively 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 guidelinesRespond to Plan sponsors in a professional and timely manner concerning issues or questionsPromote client retention and identify opportunities to build existing relationships through timely service qualityProvide value-add solutions to increase operational efficienciesCollaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issuesResolve complex situations or requestsAttend client meetings and prepare materials for meetingsAchieve service goals established by departmentAdditional 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 #LI-JSS #LI-Hyrbid

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.