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 Ann... more details
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 for 2023:????
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Places to Work in Insurance
Best and Brightest Companies in Wellness
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
Zero to two years of professional, pension experience
Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
Possesses fundamental 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
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