Compliance Specialist | Defined Contributions Retirement Plans
CBIZ · North Canton, OH · 1 mo ago
HybridFull-time
Job Description Essential Functions And Primary Duties Provide advice and counsel on plan document design and complianceProvide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminationsPerform research, compilation, review and analysis of information to aid in decision makingConsult with plan sponsors to resolve issuesPerform research and resolution to assist with questions and issuesProvide general client service and problem resolution servicesAdditional responsibilities as assigned Preferred Qualifications Bachelor's degree Minimum Qualifications High School Diploma or GED requiredAt least three years of professional, retirement plan administration experiencePossesses comprehensive knowledge of industry and professional concepts, principles, practices, and proceduresPossesses comprehensive knowledge of pertinent laws, regulations, and professional standardsProficient use of applicable technologyProficient 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 skillsPursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)Ability to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organization 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.