Senior Technical Support Specialist | Plan Document Specialist

Senior Technical Support Specialist | Plan Document Specialist

North Canton, OH, United States (Hybrid)

• Job Identification 5732
• Posting Date 06/08/2026, 07:59 PM
• Locations 5399 Lauby Road, Suite 200, North Canton, OH, 44720, US (Hybrid)

• Provide technical support answering plan document related questions and issues
• Assist with the design and modifications of plan documents
• Provide compliance expertise during a plan’s lifetime such as IRS submissions, plan amendments, restatements and terminations
• Assist with answering technical questions and issues related to ERISA
• Additional responsibilities as assigned

• Qualified 401(k) Administrator (QKA), completed or in progress
• Defined benefits and contributions

• High School Diploma or GED
• At least five years of professional, retirement plan technical, and compliance experience
• Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
• Possesses expert 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
• Pursuing 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

At this time, CBIZ is not engaging with applicants who require sponsorship.

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

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  (toll free) or send an email to

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, medical condition, or any other reason prohibited by law.