Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
BI0951
With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
2022 Best and Brightest Companies to Work for in the Nation
2023 Top Workplaces USA
2022 America's Best Mid-Size Employers
2022 Best and Brightest Companies in Wellness
2022 Great Place to Work Certification
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
Essential Functions and Primary Duties:
Initiation of benefit calculations, including requests for election kits
Data reconciliation
Determination of minimum, maximum, and recommended annual plan contributions
Preparation of actuarial communications related to IRS funding rules and regulations
Preparation of accounting reports for plan and company financial statements
Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA
Preparation of required DOL notices such as the Annual Funding Notice
Other projects such as Form 4010 filings, plan design changes, audit support, or multi-year forecasting (at the senior level)
Additional responsibilities as assigned
Preferred Qualifications:
Bachelor's in actuarial or math sciences
Minimum Qualifications:
High School Diploma or GED
At least three years of professional, pension 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 and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
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
Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
Ability to travel as necessary
CBIZ.Jobs Category: Benefits & Insurance
REASONABLE ACCOMMODATION
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-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 law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
PAY TRANSPARENCY PROTECTION NOTIFICATION
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, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
