Compliance Specialist | Defined Contributions Retirement Plans

CBIZ • North Canton, OH

8d • Hybrid

About The Position

This role involves providing expert advice and counsel on defined contribution retirement plans, focusing on plan document design, compliance, and the entire retirement plan lifecycle. The specialist will handle IRS submissions, plan amendments, restatements, and terminations, conduct research and analysis to support decision-making, and consult with plan sponsors to resolve issues. Additionally, the role includes providing general client service and problem resolution.

Requirements

• High School Diploma or GED required.
• At least three years of professional, retirement plan administration 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.

Nice To Haves

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

Responsibilities

• Provide advice and counsel on plan document design and compliance.
• Provide advice and counsel on retirement plan life cycle such as IRS submissions, plan amendments, restatements, and plan terminations.
• Perform research, compilation, review and analysis of information to aid in decision making.
• Consult with plan sponsors to resolve issues.
• Perform research and resolution to assist with questions and issues.
• Provide general client service and problem resolution services.
• Additional responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED