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Retirement Analyst


in KS

Are you ready for a challenging and rewarding career? At CBIZ, we are looking for Star Performers who are ready and energized to help us reach our goals in a fast-paced and rapidly growing environment. There are no limits to your success!

CBIZ Employee Services provides a full suite of services to organizations seeking quality and cost-efficiency in their operations. Our areas of focus include employee benefits, retirement, payroll, FSA / COBRA administration, HRIS / benefit enrollment, property and casualty insurance, risk management, life insurance, executive search, compensation and HR consulting. We have been a Top 10 U.S. Benefits Specialist since 2002, as ranked by Business Insurance magazine. Approximately 1,000 CBIZ Employee Services professionals in nearly 40 offices throughout the United States serve an array of industries, combining local expertise and presence with the strength and support of a national company.


  • Calculate / peer review and authorize benefit calculations for retirement, termination and death
  • Prepare routine termination and retirement packages for mailings
  • Analyze returned election forms and prepare routine correspondence when necessary
  • Resolve participant issues, concerns and inquiries through phone, fax and email regarding our clients’ retirement plans and procedures
  • Manage ongoing administrative operations and deliverables for client account team
  • Support year-end processing of plan records, including the reconciliation of plan participants
  • Preparation and review of annual pension statements
  • Conducts pension calculations as part of system and review processes
  • Read and interpret pension plan documents
  • Communication with clients regarding data, administration, and interpretation of pension plan documents
  • Familiarity with relevant ERISA, DOL and IRS regulations
  • Liaise with third-party vendors, as applicable

Skills / Qualifications:

  • BA / BS Degree required or minimum of 3+ years work experience (retirement benefits administration or human resource information systems preferred)
  • Mathematical aptitude with some understanding of actuarial principles
  • Previous work experience calculating complex benefit entitlements on retirement and termination processing
  • Good oral and written communication skills and ability to work in a team environment
  • Detail-oriented with sound pension administration and organizational skills
  • Advanced Excel, Word and Access
  • Customer service focused approach

Equal Opportunity Employer committed to employment of Females, Minorities, Persons with Disabilities and Veterans.

An E-Verify Employer

How to Apply

Email me your resume at

This ad has been viewed 338 times. It expires on 9/11/2017.

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