Senior Plan Document Specialist | TPA Retirement Plans

CBIZ; Houston (TX); Hybrid; USD 85,000 - 130,000; Full time

Job summary

CBIZ, Inc. in Houston seeks an experienced retirement plan documents specialist to prepare and maintain TPA plan documents for a high-volume client portfolio, provide technical support, and assist in design and modification to meet client objectives and regulatory requirements.

The role includes handling IRS submissions, amendments, restatements, and terminations, offering compliance expertise throughout a plan’s life, and collaborating with internal teams while engaging with clients as needed.

Qualifications

• Bachelor's degree or higher is preferred; ERPA designation in progress is a plus.
• Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined contributions.
• Excellent communication and interpersonal skills with ability to interact at all levels of the organization.
• Proficiency with MS Office Suite and enterprise travel solutions.

Responsibilities

• Prepare and maintain Third Party Administered retirement plan documents for a high-volume client portfolio.
• Provide technical support answering plan document related questions and issues.
• Assist in 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

Skills

Communication skills

Leadership experience

Team player

Interpersonal skills

Education

Bachelor's degree

ERPA designation in progress

Tools

FT Williams (FTW)

Concur

Skype

Job description

Essential Functions and Primary Duties

• 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 ERISAParticipates 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.

#LI-JSS #LI-Hybrid

Preferred Qualifications

• Bachelor's degree
• 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.

Minimum Qualifications

• High School Diploma or GED
• At least five years of professional, retirement plan technical, and compliance experience
• Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
• Possesses expert knowledge of pertinent laws, regulations, and professional standards
• Expert 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
• Experience in coaching and teaching others
• Enrolled Retirement Plan Agent (ERPA) designation
• Pursuing Accredited Pension Representative (APR) or and/or (APA) designation
• 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

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.