Job Description
- Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits and explanation of Plan rules.
- Schedule meetings and phone call follow ups between Pension Administrators and participants.
- Meet with Pension team regularly to follow up on participant communication.
- Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.)
- Review (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary if information is missing.
- Assist Pension team to coordinate with other departments as necessary.
- Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits.
- Assist reconciling reports as directed.
- Prepare documents for scanning.
- Review and reconcile 1099-R reports.
Required Skills & Experience
- Excellent written and oral communication skills
- Ability to handle multiple tasks
- Highly organized and strong attention to detail and follow up
- Analytical and reasoning skills
- Ability to work independently
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