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Junior Pension Administrator in Philadelphia, PA at CBIZ

Date Posted: 2/4/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.  

Our CBIZ Savitz office provides a comprehensive service model to help plan sponsors manage the risk and complexities of plan sponsorship. Whether you sponsor a 401(k), 403(b), 457, 401(a), profit sharing plan, money purchase, non-qualified (DB & DC), pension, cash balance, SERP, VEBA, etc., we have an experienced administration, actuarial and advisory team ready to assist.

CBIZ Employee Services provides a full suite of services to organizations seeking quality and cost-efficiency in their operations. Our areas of focus include employee benefits, retirement, payroll, FSA/COBRA administration, HRIS/benefit enrollment, property and casualty insurance, risk management, life insurance, executive search, compensation and HR consulting. 

Job Purpose: 

  • Entry level analyst position that primarily supports all calculation and administrative functions necessary to ensure the ongoing operations of defined benefit pension plans.


  • Calculate routine benefit calculations on retirement and termination
  • Prepare routine termination and retirement packages for mailings
  • Analyze returned election forms and prepare routine correspondence when necessary
  • Preparation of all plan administration, calculations and reporting requirements
  • Update daily and annual data for plan records as directed
  • Support of routine operational administrative processes and deliverables
  • Learn to interpret pension plan texts and applicable legislation
  • Support of audit functions
  • Maintenance of electronic and paper client records
  • Other duties as required


  • BA/BS Degree required or minimum of 1-2 years equivalent work experience (retirement benefits administration or human resource information systems preferred)
  • Strong math and analytical skills
  • Experience with relational databases and SQL, a plus
  • Familiarity with relevant ERISA, DOL and IRS regulations
  • Good oral and written communication skills and ability to work in a team environment;
  • Detail-oriented with sound organizational skills
  • Thorough knowledge of Excel and Word
  • Customer service focused approach; ability to meet individual deadline and work in team environment


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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, 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.