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Essential Functions and Primary Duties
Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
Perform all required Compliance Testing and related items
Reconciles assets, prepares Form 5500 and all schedules
Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Provide value-add solutions to increase operational efficiencies
Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
Resolve complex situations or requests
Attend client meetings and prepare materials for meetings
Achieve service goals established by department
Additional responsibilities as assigned
Bachelor's degree
Familiarity with FT William software used for 5500 and compliance
High School Diploma or GED
At least three years of professional, retirement plan administration, and compliance experience
Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
Proficient 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
Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Retirement Plan Administrator | Defined Contributions (DC) • North Canton, OH, United States
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