Senior Technical Support Specialist | Plan Document Specialist jobs in United States
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CBIZ ยท 3 weeks ago

Senior Technical Support Specialist | Plan Document Specialist

positionNorth Canton, OH
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Technical Support Specialist will provide technical support for plan document related questions, assist with design and modifications of plan documents, and offer compliance expertise throughout the plan's lifecycle.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Responsibilities

Provide technical support answering plan document related questions and issues
Assist with the design and modifications of plan documents
Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
Assist with answering technical questions and issues related to ERISA
Additional responsibilities as assigned

Qualification

Retirement plan complianceExpert knowledge of lawsEnrolled Retirement Plan AgentMS Office SuiteLeadership skillsCoaching othersInterpersonal skillsCommunication skillsSelf-learning ability

Required

High School Diploma or GED
At least five years of professional, retirement plan technical, and compliance experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert 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
Enrolled Retirement Plan Agent (ERPA) designation
Pursuing Accredited Pension Representative (APR) or and/or (APA) designation
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

Preferred

Bachelor's degree

Company

CBIZ

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Glassdoor4.0
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CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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Ware H. Grove
SVP & CFO
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Recent News

GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
thefly.com
CBIZ appoints Christopher Sikora as VP, IR and corporate finance
2025-12-09
Company data provided by crunchbase