Job Description

#LI-JSS #LI-HybridCBIZ, 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 QualificationsHigh School Diploma or GED At least five years of professional, retirement plan administration, and compliance experiencePossesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and proceduresPossesses expert knowledge of pertinent laws, regulations, and professional standardsExpert 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 skillsExperience in coaching and teaching others 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 quickly Motivated 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 organizationAbility to travel as necessaryEssential Functions and Primary DutiesPrimary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned businessPerform all required Compliance Testing and related itemsReconciles assets, prepare Form 5500 and all schedulesPreparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations OrdersRespond to Plan sponsors in a professional and timely manner concerning issues or questionsPromote client retention and identify opportunities to build existing relationships through timely service qualityResolve complex situations or requestsAchieve service goals established by departmentAdditional responsibilities as assignedPreferred QualificationsBachelor’s degree in Accounting, Finance, Business, or related field5+ years of retirement plan administration or compliance experienceStrong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliationWorking knowledge of ERISA and IRS/DOL regulations related to retirement plan administrationExperience reviewing or auditing the work of others for accuracy and complianceFamiliarity with FT William software used for 5500 and complianceProficiency with retirement plan administration systems and Microsoft ExcelQKA, QPA ASPPA credentials, or progress toward certificationPosting Date: 2026-06-21

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