Account Manager | Retirement Plan Administrator

CBIZ•North Canton, OH

7d•Hybrid

About The Position

The Account Manager | Retirement Plan Administrator is the primary contact for a specified block of business, responsible for overall client satisfaction. This role involves performing compliance testing, reconciling assets, preparing Form 5500 and related schedules, and calculating employer contributions and distributions. The position requires effectively using resources to resolve client issues related to compliance, tax reporting, audits, and IRS guidelines. The Account Manager must respond to Plan sponsors professionally and in a timely manner, promote client retention, identify opportunities to build relationships, and provide value-add solutions to increase operational efficiencies. Collaboration with internal partners is essential for delivering timely and accurate information. The role also involves resolving complex situations, attending client meetings, preparing meeting materials, and achieving departmental service goals. Additional responsibilities may be assigned.

Requirements

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
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

Nice To Haves

Bachelor's degree
Familiarity with FT William software used for 5500 and compliance
Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)

Responsibilities

Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
Perform all required Compliance Testing and related items
Reconciles assets, prepares Form 5500 and all schedules
Preparation of 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
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Provide value-add solutions to increase operational efficiencies
Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
Resolve complex situations or requests
Attend client meetings and prepare materials for meetings
Achieve service goals established by department
Additional responsibilities as assigned