Senior Plan Document Specialist – ERISA & 401(k) Expert (Hybrid)

CBIZ Employee Services Organization; Canton (OH); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical and dental insurance

Retirement savings

Life and disability insurance

Education assistance

Referral program

Job summary

CBIZ Employee Services Organization in North Canton, OH is seeking an experienced retirement plan document professional for a hybrid role. You will prepare and maintain TPA plan documents, provide expert questions support, and help design plan provisions to meet client objectives and regulatory standards.

Ideal candidates have 5+ years of TPA document experience, ERPA/QKA credentials (or in progress), and strong MS Office and FT Williams skills.

Qualifications

• Minimum of 5+ years experience in TPA Plan Document support preferred
• Qualified 401(k) Administrator (QKA) completed or in progress
• Proficiency in FT Williams (FTW)
• Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined contributions.

Responsibilities

• Prepares and maintains Third Party Administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
• Provide technical support answering plan document related questions and issues
• Assist in the design, customization, and ongoing modification of retirement plan documents to meet client objectives and regulatory requirements.
• Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
• Assist with answering technical questions and issues related to ERISA
• Participates in select client interactions and supports plan design discussions, demonstrating comfort communicating plan provisions and options
• Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
• Perform additional responsibilities as assigned

Skills

Communication skills

Leadership

Coaching/mentoring

Teamwork

Self-learning

Education

ERPA designation

QKA in progress

APR/APA pursuit

High School Diploma or GED

Tools

FT Williams (FTW)

MS Office Suite

Concur

Skype

Job description

CBIZ Employee Services Organization in North Canton, OH is seeking an experienced retirement plan document professional for a hybrid role. You will prepare and maintain TPA plan documents, provide expert questions support, and help design plan provisions to meet client objectives and regulatory standards.

Ideal candidates have 5+ years of TPA document experience, ERPA/QKA credentials (or in progress), and strong MS Office and FT Williams skills.