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Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: BI0987 CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Essential Functions and Primary Duties: Prepare plan amendments- including Self-Correction and plan terminations, plan document restatements, merger agreements, and QDRO documentation for primarily Defined Contribution plans. Defined Benefit documents, VCP Filings, 457 and Church plan experience is a plus but not required Answer technical questions pertaining to plan document issues related to ERISA Assist with the design and modifications of plan documents Additional responsibilities as assigned Preferred Qualifications: Bachelor's degree in Business or related field ASPPA or NIPA credentials Proficient use of FIS (Relius) and/or FtW Plan Document Systems Possesses comprehensive knowledge of ERISA, IRS & DOL laws and regulations and professional standards Strong analytical skills and attention to detail Exceptional organizational skills Ability to adapt to changing priorities and meet deadlines Ability to work both independently and in a collaborative team environment Minimum Qualifications: High School Diploma or GED Eight years of professional, retirement plan technical and compliance experience Possesses highly advanced and broad knowledge and understanding of industry and professional principles, practices, and procedures Possesses advanced 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 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 #LI-OD1 #LI-Hybrid CBIZ.Jobs Category: Operations Support Services REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com. EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by