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 ...
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 ...
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 ...
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 ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
Client Services Manager, Retirement Plan Services
Richfield, OH · On-site
$74K - $95K/yr
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
Client Services Manager, Retirement Plan Services
Richfield, OH · On-site
$74K - $95K/yr
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
... retirement plan experience. You play the critical role of primary interface between our plan ... Utilize your expertise and engage the subject matter experts to assist with calls, presentations ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
... • Assist in product development • Work with Examiners and Auditors • Work with Retirement Plan Consultants and various Third-Party Administrators & Record-keepers • Complete/assist with ...
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
... • Assist in product development • Work with Examiners and Auditors • Work with Retirement Plan Consultants and various Third-Party Administrators & Record-keepers • Complete/assist with ...
Manager of Retirement Services
$112K - $112K/yr
... Assist in product development Work with Examiners and Auditors Work with Retirement Plan Consultants and various Third-Party Administrators & Record-keepers Complete/assist with special projects ...
Manager of Retirement Services
$112K - $112K/yr
... Assist in product development Work with Examiners and Auditors Work with Retirement Plan Consultants and various Third-Party Administrators & Record-keepers Complete/assist with special projects ...
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation * Assist in drafting retirement plan documents and support new business onboarding activities * Process benefit ...
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation * Assist in drafting retirement plan documents and support new business onboarding activities * Process benefit ...
Benefits Administrator
$70K - $85K/yr
Work with the retirement plan provider and internal payroll team to resolve issues. * Assist with required plan documentation, audits, and compliance activities. * Support employee education and ...
New
Benefits Administrator
$70K - $85K/yr
Work with the retirement plan provider and internal payroll team to resolve issues. * Assist with required plan documentation, audits, and compliance activities. * Support employee education and ...
New
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation * Assist in drafting retirement plan documents and support new business onboarding activities * Process benefit ...
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation * Assist in drafting retirement plan documents and support new business onboarding activities * Process benefit ...
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation * Assist in drafting retirement plan documents and support new business onboarding activities * Process benefit ...
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation * Assist in drafting retirement plan documents and support new business onboarding activities * Process benefit ...
CNA (Certified Nursing Assistant) (STNA) Dayshift
Saint Bernard, OH · On-site
$14 - $18.50/hr
CNA (Certified Nursing Assistant) (STNA) Dayshift At Scarlet Oaks Retirement and Rehabilitation ... retirement plan, paid time off, and more. Join a community that values respect, compassion, and ...
CNA (Certified Nursing Assistant) (STNA) Dayshift
Saint Bernard, OH · On-site
$14 - $18.50/hr
CNA (Certified Nursing Assistant) (STNA) Dayshift At Scarlet Oaks Retirement and Rehabilitation ... retirement plan, paid time off, and more. Join a community that values respect, compassion, and ...
... the student's educational plan * Assist teacher with documentation requirements including ... Enrollment in School Employees Retirement System (SERS) For more information about Dedicated School ...
... the student's educational plan * Assist teacher with documentation requirements including ... Enrollment in School Employees Retirement System (SERS) For more information about Dedicated School ...
Long-Term Instructional Assistant, Educational Service Center of Lake Erie West
Maumee, OH · On-site
$14/hr
... the student's educational plan * Assist teacher with documentation requirements including ... Enrollment in School Employees Retirement System (SERS) For more information about Dedicated School ...
Long-Term Instructional Assistant, Educational Service Center of Lake Erie West
Maumee, OH · On-site
$14/hr
... the student's educational plan * Assist teacher with documentation requirements including ... Enrollment in School Employees Retirement System (SERS) For more information about Dedicated School ...
Retirement Plan Assistant information
What does a retirement plan assistant do?
A Retirement Plan Assistant supports the administration of retirement plans, such as 401(k) or pension plans, for organizations and their employees. They handle tasks like processing enrollments, maintaining plan records, responding to participant inquiries, and ensuring compliance with regulations. Their role is crucial in ensuring that retirement plans run smoothly and participants receive accurate information and benefits. Retirement Plan Assistants often work closely with plan administrators, financial advisors, and HR departments.
What are some common challenges faced by retirement plan assistants and how can they be addressed?
Retirement Plan Assistants often encounter challenges such as managing high volumes of sensitive client data, keeping up with frequent regulatory changes, and ensuring timely processing of plan transactions. To address these, strong organizational skills, attention to detail, and ongoing training on retirement plan regulations are essential. Collaborating closely with plan administrators, financial advisors, and clients also helps ensure accuracy and efficiency in daily tasks, fostering a supportive team environment.
What are the key skills and qualifications needed to thrive as a retirement plan assistant, and why are they important?
To thrive as a Retirement Plan Assistant, you need a solid understanding of retirement plan regulations, attention to detail, and experience with financial documentation, typically supported by an associate’s or bachelor’s degree in finance or a related field. Familiarity with recordkeeping software, Microsoft Excel, and sometimes industry certifications like ASPPA’s Retirement Plan Fundamentals is common. Strong organizational skills, customer service orientation, and effective communication help you excel in supporting both clients and internal teams. These skills are essential for ensuring compliance, accurate plan administration, and positive client experiences.
What are the most commonly searched types of Retirement Plan jobs in Ohio?
The most popular types of Retirement Plan jobs in Ohio are:
What are popular job titles related to Retirement Plan Assistant jobs in Ohio?
For Retirement Plan Assistant jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Retirement Plan Assistant jobs in Ohio look for?
The top searched job categories for Retirement Plan Assistant jobs in Ohio are:
What cities in Ohio are hiring for Retirement Plan Assistant jobs?
Cities in Ohio with the most Retirement Plan Assistant job openings:
Full-time
Retirement
Re-posted 29 days ago
CBIZ rating
8.1
Based on 58 frontline employees who took The Breakroom Quiz
13th of 23 rated bookkeepers and accountants
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