Retirement Plan Consultant
CBIZ - Cleveland, OH

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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.

A CBIZ Retirement Plan Consultant is responsible for the day to day execution of client services administration for an assigned block of clients. In this important role, the Retirement Plan Consultant is the “face” of CBIZ to our clients, solving complex customer service problems, maintaining data integrity and quality, preparing RFPs and taking the lead on renewals. Retirement Plan Consultants serve as the client’s point of contact for all issues and services related to the account.

Duties for this position include:
  • Provide superior client service by responding to client calls and emails in a timely basis and problem solve to an assigned block of clients
  • Assist clients with all initial and ongoing plan design support
  • Review plan documents and maintain a binder of permanent documents
  • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plans
  • Maintain up to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and by attending off site training
  • Educate clients on applicable legislation and market trends
  • Review annual testing for plans including ADP/ACP, Top Heavy, 410(b), 415, 402(g)
  • Review Form 5500 and assist with audit questions
  • Lead the conversion process for clients by working closely with the Investment Analyst team and the applicable service providers
  • Document the retirement plan Committee's activities on an annual basis to meet their fiduciary responsibility of reporting to the Board
  • Consult on retirement plan compliance as it relates to plan terminations, mergers and acquisitions
  • Create benefit plan communication for plan sponsors focusing on plan compliance
  • Create benefit plan communication for participants focusing on retirement education, as well as required Notices such as QDIA and QACA
  • Perform research projects as needed
  • Prepare agenda items and content for Client meetings
  • Work with client Relationship Manager and Investment Consultant on Meeting follow-up/action items
  • Attend client meetings and assist with the presentation to Retirement Plan Committees
  • Work closely with vendors responsible for plan administration
  • Proactively work with other Retirement Plan Consultants to improve internal processes
  • Resolve the most complex customer service problems directly
  • Escalate client concerns when appropriate
  • Generate client interest in additional lines of coverage and cross serving opportunities
  • Coach and assist less tenured client services staff
  • Additional responsibilities as assigned
Qualifications required for this position include:
  • High School Diploma or GED equivalent required; Bachelor’s degree preferred
  • 3 years of relevant experience is required
  • QKA required, QPA credentials strongly preferred
  • High attention to detail
  • Strong ability to prioritize, manage tasks, and meet deadlines in connection with business operations, including related ERISA compliance matters
  • Strong problem solving skills
  • Strong organizational skills
  • Ability to work cooperatively as part of a team
  • Ability to manage own schedule and prioritize
  • Ability to manage and take ownership of projects
  • Strong communication skills both oral and written with all levels of an organization, both internally and externally
  • Strong ability to clearly communicate complex information
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
E-Verify, Affirmative Action and Equal Opportunity Employer

CBIZ - 2 years ago - save job
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...