Senior Retirement Plan Manager (Hybrid)

CBIZ; Salt Lake City (UT); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CBIZ in Salt Lake City, UT, is seeking an experienced retirement plan administrator. You will act as the primary contact for a defined block of business and oversee client satisfaction, compliance testing, and Form 5500 preparation.

Responsibilities include asset reconciliation, contribution allocations, and distributions, with strong ERISA knowledge. The role requires five+ years in retirement plan administration, proficiency with FT William software, and excellent communication.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• Five years of retirement plan administration and compliance experience.
• Knowledge of ERISA and IRS/DOL regulations related to retirement plans.

Responsibilities

• Serve as primary contact for a block of business and ensure client satisfaction.
• Perform compliance testing and Form 5500 preparation.
• Reconcile assets and prepare Form 5500 schedules.
• Prepare allocations for employer contributions and distributions, including minimum distributions and QDROs.
• Respond to plan sponsors' questions in a timely and professional manner.
• Identify opportunities to build existing relationships through timely service quality.

Skills

ERISA knowledge

Excel proficiency

QKA / QPA credentials

Attention to detail

Client communication

Education

Bachelor's degree in Accounting, Finance, Business

Tools

FT William software

MS Office (Outlook, Word, Excel, PowerPoint)

Concur

Skype

Job description

CBIZ in Salt Lake City, UT, is seeking an experienced retirement plan administrator. You will act as the primary contact for a defined block of business and oversee client satisfaction, compliance testing, and Form 5500 preparation.

Responsibilities include asset reconciliation, contribution allocations, and distributions, with strong ERISA knowledge. The role requires five+ years in retirement plan administration, proficiency with FT William software, and excellent communication.