Account Manager | Retirement Plan Administrator

Essential Functions And Primary Duties

• Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business.
• Performs all required Compliance Testing and related items.
• Reconciles assets, prepares Form 5500 and all schedules.
• Prepares necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders.
• Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines.
• Responds to Plan sponsors in a professional and timely manner concerning issues or questions.
• Promotes client retention and identifies opportunities to build existing relationships through timely service quality.
• Provides value-add solutions to increase operational efficiencies.
• Collaborates with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues.
• Solves complex situations or requests.
• Attends client meetings and prepares materials for meetings.
• Achieves service goals established by department.

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.
• 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 Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA).

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.