Job Description

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     

CBIZ has been honored to be the recipient of several national recognitions: 

•   2022 Best and Brightest Companies to Work for in the Nation  
• 2023 Top Workplaces USA 
• 2022 America's Best Mid-Size Employers
• 2022 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification   

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).    

Essential Functions and Primary Duties:

• Provide DC consulting solutions to clients related to advisory services
• Manage client portfolios pursuant to approved asset allocation models
• Provide individual and global investment advice to plan participants 
• Maximizing Plan Sponsor and Participant return on investment
• Identifying and addressing participant savings and investments gaps
• Improving plan efficiency to reduce costs and related administration
• Assist clients with all related IRS, ERISA, and Department of Labor compliance 
• Complete or review all aspects of Annual Plan Administration including:
• Annual testing for plans including ADP/ACP, Top Heavy, 410(b), 402(g)
• Government filings such as:  Form 5500, 8955-SSA, 5330, 1099-R, 1096, 945
• Required notices and disclosures such as QDIA and QACA
• Review, creation, and distribution of Plan Documents
• Fiduciary Compliance and Training
• Record keeping review
• Trust accounting preparation and reconciliation
• Contribution/allocation calculations including:  Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testing
• Employee data reconciliation
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor’s degree 

Minimum Qualifications:

• High School Diploma or GED
• At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
• Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
• Possesses expert knowledge of pertinent laws, regulations, and professional standards
• Expert 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
• Experience in coaching and teaching others
• Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) and/or Series 65 licensing as requested by the organization  
• 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

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

PAY TRANSPARENCY PROTECTION NOTIFICATION