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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Retirement Plan Specialist
Richmond, VA · On-site
$71K - $104K/yr
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
Retirement Plan Specialist
Richmond, VA · On-site
$71K - $104K/yr
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
Purpose This Retirement Plan Specialist is responsible for performing a variety of accounting and ... Develops and coordinates annual videos for open enrollment. * Responds to Administrative Committee ...
Purpose This Retirement Plan Specialist is responsible for performing a variety of accounting and ... Develops and coordinates annual videos for open enrollment. * Responds to Administrative Committee ...
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
Retirement Plan Specialist
Richmond, VA · On-site
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
Retirement Plan Specialist
Richmond, VA · On-site
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
Handle enrollments, terminations, changes, beneficiaries, rollovers, QDROs, distributions, loans ... At least three years of retirement plan experience. * CEBS helpful, but not required. * Advanced ...
The Retirement Plan Specialist assists with all aspects of program management, including all ... Ensure the timely and accurate transfer of payroll and participant contribution and enrollment ...
The Retirement Plan Specialist assists with all aspects of program management, including all ... Ensure the timely and accurate transfer of payroll and participant contribution and enrollment ...
Retirement Plan Specialist
Sacramento, CA · On-site
Position Description Purpose This Retirement Plan Specialist is responsible for performing a ... Develops and coordinates annual videos for open enrollment. * Responds to Administrative Committee ...
Retirement Plan Specialist
Sacramento, CA · On-site
Position Description Purpose This Retirement Plan Specialist is responsible for performing a ... Develops and coordinates annual videos for open enrollment. * Responds to Administrative Committee ...
Over 40% of our agent force makes a six figure income. If you are driven, coachable, and looking to be part of something bigger than yourself you should apply.
New
Quick apply
Over 40% of our agent force makes a six figure income. If you are driven, coachable, and looking to be part of something bigger than yourself you should apply.
New
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
Senior Plan Administrator (Remote)
CT · Remote
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
Senior Plan Administrator (Remote)
CT · Remote
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
Retirement Plan Educational Specialist
Utica, NY · On-site
$62K - $82K/yr
Provide participant education and enrollment materials for individuals and groups. * Serve as a ... retirement plan-related experience desirable. In addition to working with a team of highly ...
Quick apply
Retirement Plan Educational Specialist
Utica, NY · On-site
$62K - $82K/yr
Provide participant education and enrollment materials for individuals and groups. * Serve as a ... retirement plan-related experience desirable. In addition to working with a team of highly ...
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience with Stax.ai, FT William, and ...
The Retirement Plan Consultant is responsible for maintaining an assigned book of business and ... Meet with clients and perform enrollment/investment education meetings, as needed inclusive of one ...
The Retirement Plan Consultant is responsible for maintaining an assigned book of business and ... Meet with clients and perform enrollment/investment education meetings, as needed inclusive of one ...
Enrolled Retirement Plan Agent information
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Plan Document Specialist | Retirement Plans
North Canton, OH • Hybrid
CBIZ
• Business Management Consulting • 5 - 10K employees5,001 - 10,000 employees
Full-time
Retirement
Re-posted 14 days ago
CBIZ rating
8.1
Based on 58 frontline employees who took The Breakroom Quiz
Job description
#LI-JSS #LI-Hybrid
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.
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
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
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987