Plan Document Specialist | Retirement Plans

Essential Functions And Primary Duties

• Prepare and maintain third-party administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
• Provide support in responding to plan document-related questions and issues.
• Assist with the design, customization, and modification of retirement plan documents.
• Support retirement plan compliance activities, including IRS submissions, plan amendments, restatements, and terminations.
• Assist with researching and resolving technical questions and issues related to ERISA and plan document provisions.
• Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
• Maintain accurate records and documentation related to plan document activities.
• Perform additional responsibilities as assigned.

Preferred Qualifications

• Bachelor's degree
• Minimum of 3-5 years' of experience in TPA Plan Document Support preferred
• Qualified 401(k) Administrator (QKA) designation, or designation in progress is a plus
• Proficiency with FT Williams (FTW)
• Foundational knowledge of retirement plan regulations, plan document provisions, and defined benefit and defined contribution plans

Minimum Qualifications

• High School Diploma or GED
• At least three years of professional, retirement plan technical 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 Enrolled Retirement Plan Agent (ERPA) 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

About Us 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.