Pension Plan Analyst I
CBIZ - Cumberland, MD

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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.

The Pension Plan Analyst provides administrative support, analysis and consultation to pension administrators, actuarial associates and actuaries, and clients.

  • Acquires knowledge and stays abreast of applicable pension law
  • Provides consulting on retirement plan design issues
  • Provides support to the actuarial group
  • Inputs/imports information into various software applications
  • Reconciles assets on retirement plan trust accounts and prepares financial statements
  • Reconciles census data
  • Calculates employer contribution according to designated allocation method
  • Completes annual compliance administration of defined contribution plans including: - ADP/ACP testing - Non discrimination testing - Coverage testing.
  • Prepares quarterly and annual retirement plan valuation reports
  • Prepares government forms
  • Maintains and develops client relationships
  • Prepares benefit packages for retired and terminated employees of defined benefit plans
  • Assists in defined benefit and defined contribution special projects
  • Performs other tasks and duties as reasonably requested
  • Regular, routine contact with employees of the company
  • Occasional contact with managers to deal with moderately complex problems/issues
  • Considerable contact with clients to give and obtain information ranging from routine to moderately complex in nature
  • Occasional contact with officials and/or managers of outside agencies or companies to give and/or obtain information of a moderately complex nature
  • High School Diploma or GED required; Bachelor’s degree in Business Administration, Finance or Mathematics preferred
  • 1 year of relevant work experience
  • Ability to work in a team environment as well as independently
  • Must obtain and preserve required licenses/certifications/designations
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Demonstrated positive public contact personification
  • Proven organizational skills
  • Proven mathematical and finance aptitude
  • Demonstrated attention to detail
  • Proven time-management and multi-tasking skills
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About this company
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CBIZ (NYSE: CBZ) is one of the nation's leading providers of professional business consulting services with careers available in Financial...