Senior Retirement Plan Document Specialist

CBIZ; North Canton (OH); Hybride; USD 75 000 - 120 000; Plein temps

Résumé du poste

CBIZ, Inc. in North Canton, Ohio, is seeking an experienced retirement plan documents specialist to support a high-volume client portfolio. You will prepare and maintain plan documents, provide technical questions support, and assist design and modification to meet regulatory requirements.

The role requires 5+ years in TPA plan document support, ERISA knowledge, and QKA/ERPA credentials in progress. Proficiency in MS Office and travel as needed are expected; CBIZ offers a collaborative,

Qualifications

• Five or more years of retirement plan technical and compliance experience.
• ERPA designation enrolled or in progress.
• Proficient with MS Office; Concur and Skype familiarity.
• Strong knowledge of ERISA and retirement plan regulations.

Responsabilités

• Prepare and maintain retirement plan documents for high-volume client portfolio.
• Provide technical support on plan document questions and issues.
• Assist design, customization, and ongoing modification of retirement plan documents.
• Provide compliance expertise during a plan's lifetime (IRS submissions, amendments, restatements, terminations).
• Assist with ERISA-related technical questions and issues.

Connaissances

Communication

Team collaboration

Coaching

Self-learning

Leadership

Formation

Bachelor's degree

Qualified 401(k) Administrator (QKA) in progress/completed

Outils

MS Office

Concur

Skype

FT Williams (FTW)

Description du poste

CBIZ, Inc. in North Canton, Ohio, is seeking an experienced retirement plan documents specialist to support a high-volume client portfolio. You will prepare and maintain plan documents, provide technical questions support, and assist design and modification to meet regulatory requirements.

The role requires 5+ years in TPA plan document support, ERISA knowledge, and QKA/ERPA credentials in progress. Proficiency in MS Office and travel as needed are expected; CBIZ offers a collaborative,