Senior Plan Document Specialist | TPA Retirement Plans

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties

Prepares and maintains Third Party Administered retirement plan documents, including amendments and restatements, for a high‑volume client portfolio.

Provide technical support answering plan document related questions and issues

Assist in the design, customization, and ongoing modification of retirement plan documents to meet client objectives and regulatory requirements.

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

Participates in select client interactions and supports plan design discussions, demonstrating comfort communicating plan provisions and options

Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.

Perform additional responsibilities as assigned

Preferred Qualifications

Bachelor's degree

Minimum of 5+ years experience in TPA Plan Document support preferred

Qualified 401(k) Administrator (QKA) completed or in progress

Proficiency in FT Williams (FTW)

Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined 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

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.