Plan Document Support Specialist – TPA Retirement Plans

CBIZ

Plan Document Support Specialist providing technical support for retirement plan documents and compliance activities. Collaborating with internal teams to ensure efficient operations and documentation maintenance.

Posted 6/29/2026full-timeNorth Canton • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

**Essential Functions and Primary Duties**
- Prepare and maintain third-party administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
- Provide support in responding to plan document-related questions and issues.
- Assist with the design, customization, and modification of retirement plan documents.
- Support retirement plan compliance activities, including IRS submissions, plan amendments, restatements, and terminations.
- Assist with researching and resolving technical questions and issues related to ERISA and plan document provisions.
- Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
- Maintain accurate records and documentation related to plan document activities.
- Perform additional responsibilities as assigned.

Requirements

What you’ll need

**Minimum Qualifications**
- High School Diploma or GED
- At least three years of professional, retirement plan technical 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 and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Enrolled Retirement Plan Agent (ERPA) 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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Plan Document Support Specialist – TPA Retirement Plans 🔥 1 minute ago 🏢🏡 North Canton – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
**Essential Functions and Primary Duties**
- Prepare and maintain third-party administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
- Provide support in responding to plan document-related questions and issues.
- Assist with the design, customization, and modification of retirement plan documents.
- Support retirement plan compliance activities, including IRS submissions, plan amendments, restatements, and terminations.
- Assist with researching and resolving technical questions and issues related to ERISA and plan document provisions.
- Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
- Maintain accurate records and documentation related to plan document activities.
- Perform additional responsibilities as assigned. 🎯 Requirements
**Minimum Qualifications**
- High School Diploma or GED
- At least three years of professional, retirement plan technical 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 and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Enrolled Retirement Plan Agent (ERPA) 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Retirement Plan CompliancePlan Document CustomizationTechnical Issue ResolutionIRS SubmissionsPlan AmendmentsRecord MaintenanceDocument Provisions KnowledgeThird-Party AdministrationClient Portfolio ManagementRegulatory Knowledge

Soft Skills

Interpersonal SkillsCommunication SkillsTeam CollaborationInitiativeCustomer Needs Anticipation

Certifications

Enrolled Retirement Plan Agent (ERPA)