Senior Retirement Plan Documents Architect

CBIZ; Houston (TX); Hybrid; USD 80,000 - 105,000; Full time

Job summary

CBIZ, Inc. is seeking a qualified professional to support Third Party Administered retirement plan documents. The role focuses on preparing amendments and restatements, offering technical guidance on plan-document issues, and ensuring compliance throughout a plan’s life cycle.

Collaboration with internal teams and client-facing discussions are key aspects of the role. The ideal candidate has 5+ years in TPA plan document support, a bachelor’s degree, and is pursuing QKA/ERPA designations.

Qualifications

• Bachelor's degree required.
• Minimum 5+ years experience in TPA Plan Document support.
• Qualified 401(k) Administrator (QKA) completed or in progress.

Responsibilities

• Prepare and maintain Third Party Administered retirement plan documents (amendments/restatements) for a high-volume client portfolio.
• Provide technical support answering plan document related questions.
• Assist design and modification of retirement plan documents to meet client objectives and regulatory requirements.
• Provide compliance expertise during a plan's lifetime (IRS submissions, amendments, restatements, terminations).
• Assist with ERISA-related technical questions.
• Participate in client interactions and support plan design discussions.

Skills

Team player

Interpersonal skills

Communication skills

Leadership experience

Self-learning

Education

Bachelor's degree

HS diploma or GED

QKA in progress

ERPA/APR/APA in progress

Tools

MS Office Suite

Concur

Skype

Job description

CBIZ, Inc. is seeking a qualified professional to support Third Party Administered retirement plan documents. The role focuses on preparing amendments and restatements, offering technical guidance on plan-document issues, and ensuring compliance throughout a plan’s life cycle.

Collaboration with internal teams and client-facing discussions are key aspects of the role. The ideal candidate has 5+ years in TPA plan document support, a bachelor’s degree, and is pursuing QKA/ERPA designations.