Strategic Retirement Plan Onboarding Specialist

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

Job summary

CBIZ, Inc. is seeking a Retirement Plans Administrator to coordinate plan implementations and transitions for TPA clients. This role handles onboarding, documentation, and cross‑team communication.

You will manage paperwork, update systems, and serve as the primary contact for plan sponsors and advisors, ensuring timely, accurate service and compliance. Based in North Canton, Ohio, this hybrid role offers collaboration across multiple teams and services.

Qualifications

• High school diploma or GED required.
• At least three years of professional retirement plan industry experience.
• Knowledge of industry laws, regulations, and standards.
• Proficient with MS Office Suite and enterprise tools (Concur, Skype).
• Ability to take initiative and work under deadlines.

Responsibilities

• Oversee new plan implementation or plan transition process on all levels
• Primary contact for all onboarding related activity
• Facilitate plan design calls
• Prepare recordkeeper paperwork
• Update internal systems
• Communicate with Plan Sponsors, Financial Advisors and other TPA firms
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Skills

Communication

Leadership

Customer focus

Self-learning

Teamwork

Interpersonal skills

Deadline oriented

Education

High School Diploma or GED

Pursuing QPA/QKA

Tools

MS Office (Outlook, Word, Excel, PowerPoint)

Concur

Skype

Job description

CBIZ, Inc. is seeking a Retirement Plans Administrator to coordinate plan implementations and transitions for TPA clients. This role handles onboarding, documentation, and cross‑team communication.

You will manage paperwork, update systems, and serve as the primary contact for plan sponsors and advisors, ensuring timely, accurate service and compliance. Based in North Canton, Ohio, this hybrid role offers collaboration across multiple teams and services.