Senior Plan Document Specialist | TPA Retirement Plans

CBIZ

• $80K — $95K *
Houston, TX 77084In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred
  • 5+ years of experience in TPA Plan Document support
  • Qualified 401(k) Administrator (QKA) in progress or completed
  • Expertise in retirement plan regulations and provisions
  • Proficient in FT Williams and MS Office Suite
  • Enrolled Retirement Plan Agent (ERPA) designation or pursuing further certifications

Responsibilities

  • Prepare and maintain retirement plan documents for various clients
  • Provide technical support for document-related inquiries
  • Assist in customizing retirement plans to align with client needs
  • Ensure compliance through IRS submissions and plan amendments
  • Answer technical ERISA-related questions
  • Participate in client discussions about plan design
  • Collaborate effectively with internal teams and business partners

Benefits

  • Hybrid work model
  • Opportunities for professional development
  • Supportive team-oriented environment
  • Emphasis on compliance expertise and client interaction
  • Encouraged to pursue industry certifications
Full Job Description
Job Description

#LI-JSS #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties
  • Prepares and maintains Third Party Administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
  • Provide technical support answering plan document related questions and issues
  • Assist in the design, customization, and ongoing modification of retirement plan documents to meet client objectives and regulatory requirements.
  • 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
  • Participates in select client interactions and supports plan design discussions, demonstrating comfort communicating plan provisions and options
  • Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
  • Perform additional responsibilities as assigned


Preferred Qualifications
  • Bachelor's degree
  • Minimum of 5+ years experience in TPA Plan Document support preferred
  • Qualified 401(k) Administrator (QKA) completed or in progress
  • Proficiency in FT Williams (FTW)
  • Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined contributions.


Qualifications

Minimum Qualifications
  • 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
* Ladders Estimates

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