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Lead Compliance Specialist - Retirement

CBIZ - Retirement & Investment

in Remote

Logo for CBIZ - Retirement & Investment

With over 100 offices and nearly 6,000 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:  

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation 
  • 2022 Top Workplaces USA  
  • 2021 America's Best Mid-Size Employers 
  • 2021 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 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

Preferred Qualifications:

  • Bachelor's degree
  • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 

Minimum Qualifications:

  • High School Diploma or GED  
  • 8 years of professional, retirement plan administration experience
  • Possesses highly advanced and broad knowledge and understanding of industry and professional principles, practices and procedures
  • Possesses advanced 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 
  • 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

How to Apply

Please apply using the link or email resume directly to sgaither@cbiz.com

Apply Now


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