Our client is a leading employee benefits administration organization specializing in pension, annuity, and multiemployer benefit plan services. They are dedicated to providing high-quality administrative support and exceptional service to plan participants, employers, and trustees
Key Responsibilities and Day-to-Day Duties
Oversee Pension & Annuity department operations and workflow to ensure efficient and accurate service delivery.
Supervise, coach, and develop a team of five staff members.
Ensure timely and accurate processing of pension and annuity benefit applications and payments.
Attend trust meetings, benefit fairs, union meetings, new-hire orientations, and industry conferences as needed.
Respond to participant, employer, and client inquiries regarding benefits and claims.
Review financial statements, benefit disbursements, contracts, and plan amendments.
Support client projects, plan renewals, proposals, and business development initiatives.
Required and Preferred Qualifications
Strong leadership, supervisory, communication, and organizational skills.
Ability to manage multiple priorities, solve complex problems, and make sound business decisions.
Experience reviewing and interpreting legal, contractual, and regulatory documents.
Team Size and Reporting Structure
Pension/Annuity Administration Experience Requirements
Knowledge of and ability to interpret Plan Documents, Summary Plan Descriptions (SPDs), ERISA regulations, and Department of Labor requirements.
Pension and annuity administration experience preferred, including:
Benefit application processing
Annual reconciliations and reporting
QDRO and divorce decree review
Withdrawal liability matters
Participant and employer communications
Any Preferred Industry, TPA, or Taft-Hartley Experience
Experience working with multiemployer (Taft-Hartley) benefit plans is preferred.
Ability to build and maintain relationships with trustees, legal counsel, consultants, employers, and plan participants.
Experience preparing meeting agendas, reports, minutes, and other board or client communications is preferred.
Systems and Software
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, PowerPoint, and Teams.
Compensation