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Account Manager | Retirement Plan Administrator

CBIZ INC - North Canton, OH, United States

Posted Nov 9, 2025

Benefits

Parental leave
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Non-birth-parent leave
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Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
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Relocation assistance
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Childcare support
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Learning budget
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Verification
Not verified last checked Jun 13, 2026
Salary
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401(k) match
Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

Shift type
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Weekend work
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Application

Cover letter
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Assessment
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Deadline
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Where they hire

State eligibility is not yet verified.

About this role

Account Manager | Retirement Plan Administrator North Canton, OH, United States #LI-OD1 #LI-Hyrbid Essential Functions and Primary Duties Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business Perform all required Compliance Testing and related items Reconciles assets, prepares Form 5500 and all schedules Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines Respond to Plan sponsors in a professional and timely manner concerning issues or questions Promote client retention and identify opportunities to build existing relationships through timely service quality Provide value-add solutions to increase operational efficiencies Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues Resolve complex situations or requests Attend client meetings and prepare materials for meetings Achieve service goals established by department Additional responsibilities as assigned Preferred Qualifications Bachelor's degree Familiarity with FT William software used for 5500 and compliance Minimum Qualifications High School Diploma or GED At least three years of professional, retirement plan administration, and compliance 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

Read the full description at ebez.fa.us2.oraclecloud.com. FewerJobs shows a source-linked preview and links to the original posting.

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Apply link verified; last checked Jun 13, 2026.

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