Account Manager | Retirement Plan Administrator
CBIZ INC - North Canton, OH, United States
Posted Nov 9, 2025
Benefits
- Parental leave
- Not verified
- Non-birth-parent leave
- Not verified
- Family-building benefits
-
- Fertility benefits: Not verified
- Adoption assistance: Not verified
- Surrogacy assistance: Not verified
- Mental health support
- Not verified
- Relocation assistance
- Not verified
- Childcare support
- Not verified
- Learning budget
- Not verified
- Verification
- Not verified last checked Jun 13, 2026
- Salary
- Not verified
- 401(k) match
- Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.
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Schedule
- Shift type
- Not verified
- Weekend work
- Not verified
Application
- Cover letter
- Not verified
- Assessment
- Not verified
- Deadline
- Not stated
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.
Apply link verified; last checked Jun 13, 2026.
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