Compliance Specialist advising on retirement plan design and compliance at CBIZ, a leading professional services advisor. Engaging with clients to ensure adherence to regulations and effective plan administration.
Responsibilities
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
Requirements
High School Diploma or GED required
At least three years of professional, retirement plan administration experience
Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
Proficient 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
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