CBIZ
Account Manager | Retirement Plan Administrator
Account Manager | Retirement Plan Administrator
role at
CBIZ . Job Details
Seniority Level:
Mid‑Senior level Employment Type:
Contract Job Function:
Sales and Business Development Industries:
Business Consulting and Services Essential Functions And Primary Duties
Primary contact for a specified block of business and responsible for overall client satisfaction. Perform all required compliance testing and related items. Reconcile assets, prepare Form 5500 and all schedules. Prepare necessary allocations for employer contributions and calculate required minimum distributions and Qualified Domestic Relations Orders. Effectively use available resources to resolve a variety of client issues, 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 for building existing relationships through timely service quality. Provide value‑added solutions to increase operational efficiencies. Collaborate with internal partners to deliver timely and accurate information in response to inquiries and/or service issues. Resolve complex situations or requests. Attend client meetings and prepare materials. Achieve service goals established by the department. Perform additional responsibilities as assigned. Preferred Qualifications
Bachelor’s degree. Familiarity with FT William software used for 5500 and compliance. Minimum Qualifications
High School Diploma or GED. At least three years of professional retirement plan administration and compliance experience. Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures. 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) or 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. About Us
CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
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Account Manager | Retirement Plan Administrator
role at
CBIZ . Job Details
Seniority Level:
Mid‑Senior level Employment Type:
Contract Job Function:
Sales and Business Development Industries:
Business Consulting and Services Essential Functions And Primary Duties
Primary contact for a specified block of business and responsible for overall client satisfaction. Perform all required compliance testing and related items. Reconcile assets, prepare Form 5500 and all schedules. Prepare necessary allocations for employer contributions and calculate required minimum distributions and Qualified Domestic Relations Orders. Effectively use available resources to resolve a variety of client issues, 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 for building existing relationships through timely service quality. Provide value‑added solutions to increase operational efficiencies. Collaborate with internal partners to deliver timely and accurate information in response to inquiries and/or service issues. Resolve complex situations or requests. Attend client meetings and prepare materials. Achieve service goals established by the department. Perform additional responsibilities as assigned. Preferred Qualifications
Bachelor’s degree. Familiarity with FT William software used for 5500 and compliance. Minimum Qualifications
High School Diploma or GED. At least three years of professional retirement plan administration and compliance experience. Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures. 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) or 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. About Us
CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
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