Senior Retirement Plan Administrator & Compliance Lead

CBIZ; Boca Raton (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

CBIZ in Boca Raton, FL is seeking an experienced retirement plan administrator to manage a defined block of client accounts and ensure overall satisfaction. You will handle compliance testing, Form 5500 preparation, and asset reconciliation, with allocations for employer contributions and QDROs as needed.

You will respond promptly to plan sponsors, build existing relationships through quality service, and help the team meet service goals.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 5+ years of retirement plan administration or compliance experience.
• Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation.
• Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration.
• Experience reviewing or auditing the work of others for accuracy and compliance.
• Familiarity with FT Williams software used for 5500 and compliance.
• Proficiency with retirement plan administration systems and Microsoft Excel.
• QKA, QPA ASPPA credentials, or progress toward certification.

Responsibilities

• Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
• Perform all required Compliance Testing and related items
• Reconciles assets, prepare Form 5500 and all schedules
• Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions
• Promote client retention and identify opportunities to build existing relationships through timely service quality
• Resolve complex situations or requests
• Achieve service goals established by department
• Additional responsibilities as assigned

Skills

Compliance testing

Form 5500 preparation

Asset reconciliation

Allocations

ERISA knowledge

Auditing experience

QKA/QPA credentials pursuit

QKA credentials progress

Education

Bachelor's degree in Accounting, Finance, or related field

High School Diploma or GED

QPA credential

QKA credential

Tools

FT Williams software

Microsoft Excel

Job description

CBIZ in Boca Raton, FL is seeking an experienced retirement plan administrator to manage a defined block of client accounts and ensure overall satisfaction. You will handle compliance testing, Form 5500 preparation, and asset reconciliation, with allocations for employer contributions and QDROs as needed.

You will respond promptly to plan sponsors, build existing relationships through quality service, and help the team meet service goals.