Senior Plan Document Specialist | TPA Retirement Plans

CBIZ; North Canton (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive medical and dental insurance

Retirement savings

Education assistance

Job summary

CBIZ is looking for a Senior Technical Support Specialist to provide technical support and compliance expertise related to retirement plans. This role requires at least five years of experience in retirement plan services, strong interpersonal skills, and proficiency in Microsoft Office.

The position is hybrid, located in North Canton, OH, and offers comprehensive healthcare benefits along with other incentives.

Qualifications

• At least five years of professional experience in retirement plan technical and compliance.
• Possesses expert knowledge of pertinent laws and regulations.
• Ability to anticipate and elicit customer needs.

Responsibilities

• Provide technical support answering plan document related questions.
• Assist with the design and modifications of plan documents.
• Provide compliance expertise during a plan’s lifetime.

Skills

Technical support

Compliance expertise

Interpersonal skills

MS Office Suite proficiency

Coaching and teaching

Education

High School Diploma or GED

Qualified 401(k) Administrator (QKA)

Enrolled Retirement Plan Agent (ERPA) designation

Tools

MS Office Suite

Concur

Skype

Job description

Senior Technical Support Specialist | Plan Document Specialist

North Canton, OH, United States (Hybrid)

Job Info

• Job Identification 5732
• Posting Date 06/08/2026, 07:59 PM
• Locations 5399 Lauby Road, Suite 200, North Canton, OH, 44720, US (Hybrid)

Essential Functions and Primary Duties

• Provide technical support answering plan document related questions and issues
• Assist with the design and modifications of plan documents
• 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 ERISA
• Additional responsibilities as assigned

Preferred Qualifications

• Qualified 401(k) Administrator (QKA), completed or in progress
• Defined benefits and 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

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

Reasonable Accommodation

If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to [e-mail].

Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition, or any other reason prohibited by law.