Pension Analyst I up to Retirement Benefits Asst. Manager

So Cal IBEW-NECA; Pasadena (CA); In loco; USD 50.000 - 71.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental, Vision Insurance

401K

Vacation & Holiday Pay

Paid Parking

Union Membership

Descrizione del lavoro

The Southern California IBEW-NECA Administrative Corporation is seeking an experienced Retirement Benefits Analyst I up to Retirement Benefits Assistant Manager to administer and process Defined Benefits (DB), Defined Contributions (DC) and SUB plans. The role requires accuracy, teamwork, and strong service orientation in a Pasadena setting.

Responsibilities include reviewing benefit applications, calculating benefits, and maintaining participant records.

Competenze

• Excellent verbal communication and interpersonal skills with a customer service focus.
• Strong mathematical and analytical skills for underwritten decisions.
• Ability to multi-task and work in a collaborative team environment.
• Spanish-speaking participants preferred but not required.

Mansioni

• Interact with Plan Participants and Plan Professionals to assist with DB, DC, and SUB issues.
• Process retirement benefit applications, review documents, calculate benefits, and track lifecycle.
• Review reports and assist with unusual plan circumstances under ERISA guidance.
• Maintain participant records accurately in core systems and support team workflow.
• Assist leadership with deadlines and special projects as needed; may require overtime.
• Work on-site, full-time, Mon–Fri, 8:00 a.m.–5:00 p.m.

Conoscenze

Verbal communication

Interpersonal skills

Customer service

Mathematical ability

Team player

Spanish (preferred)

Formazione

Bachelor’s degree in business administration

Descrizione del lavoro

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Pension Analyst I up to Retirement Benefits Asst. Manager

Pension Full Time Regular Clerical Pasadena Office, Pasadena, CA, US

Southern California IBEW-NECA Administrative Corp

Retirement Benefits Analyst I up to Retirement Benefits Assistant Manager

Overview

The Southern California IBEW-NECA Administrative Corporation is searching for an experienced and outstanding Retirement Benefits Analyst I up to Retirement Benefits Assistant Managerto administer and process theDefined Benefits (DB), Defined Contributions (DC) and Supplemental Unemployment Benefits Plan (SUB) related issues. The ideal candidate must possess a positive, team-oriented attitude who is detailed oriented and has excellent service-related skills.

Responsibilities

• Interacts (in-person/phone) with Plan Participants and Plan Professionals to assist with Defined Benefits (DB), Defined Contributions (DC) and Supplemental Unemployment Benefits Plan (SUB) related issues.
• Process Retirement Benefit applications including review of documents, calculate benefits, track life cycle of applications, prepare correspondence and review reports, including work after retirement, QDROs, death benefits, divorces and Pension estimates.
• Provides guidance to the Retirement Department when preparing and processing benefit applications that may have unusual circumstances and maintains knowledge of changes and/or amendments to the DB, DC and SUB Plans.
• Reviews the work output of the Retirement Department and ensure work is properly distributed among the team.
• Assists the Department Director, Assistant Director, Assistant Administrator and/or Administrator with tasks necessary to meet deadlines and complete complex special projects. Maintains/updates Participant/Retiree records in core system, in an accurate and up-to-date manner. Additional duties may be assigned by the Department Director, as needed.
• Ability to workon-site,full-time Monday through Friday, 8:00a.m.-5:00p.m. and may be required to work overtime depending on the departmental needs. Participate in the Department’s activities (i.e. Benefits Fair, Benefit Seminars, Health and Retirement Conferences).

Education

• Bachelor’s degree in business administration, or a closely related field and 4-6 years of professional experience in Retirement Benefits, 401(k) Administration and/or Supplemental Unemployment Benefits, Compliance Administration; or the equivalent to the combination of education and minimum required work-related experience. Experience in Taft-Hartley benefit administration preferred.

Experience & Requirements

• Ability to understand and apply Plan Document and Summary Plan Description language and correctly understand and implement the Plan, as provided by ERISA Co-Counsel, and the Plan Consultants and Trustees.
• Excellent verbal communication and interpersonal skills together with a customer service focus with a professional and respectful approach.
• Must possess strong mathematical, analytical skills and ability to independently make accurate underwriting decisions.
• Must display courtesy, discretion, and understanding in dealing with confidential matters and Participant situations.
• Strong team-player and the ability to function in a multi-task environment on a professional and timely basis.
• Ability to diffuse hostile or irate individuals by making appropriate statements and minimizing argumentation.
• Communicate verbally with Spanish speaking participants preferred, but not required.

Compensation

• Competitive hourly wage rate starting at$43.71 per hour (compensation will be commensurate with experience, skills, education and training).
• Employer paid contribution Medical, Dental, and Vision Insurance (HMO & PPO available through the Collective Bargaining Agreement)
• Dependent health coverage available at a minor cost to Employee
• 401K offered
• Vacation & Holiday Pay
• Jury Duty Pay
• Pension (Employer paid defined benefit contribution as established through the Collective Bargaining Agreement)
• Union Plus benefits and discounts (including education assistance and perks such as mobile device discounts, etc.)
• Paid Parking
• OPEIU position and Union Membership required

About Us

The Southern California IBEW-NECA Administrative Corporation (“Admin Corp”) is a non-profit corporation that administers employee benefit programs for thousands of Active and Retired members of the International Brotherhood of Electrical Workers (I.B.E.W.) and has been administering the Health and Retirement benefits to Plan Participants located throughout the greater Los Angeles area for several decades.

The Admin Corp office presently employs approximately 50 employees, all exclusively dedicated to providing quality administrative services. The teams of experts are highly knowledgeable and are extensively trained to address the needs of participants and professionals as they relate to the benefits administered. The Retirement Benefits Department processes Retirement and Supplemental Unemployment benefits for Plan Participants of the Southern California IBEW-NECA Pension Plan, Defined Contribution and Supplemental Unemployment Benefit Trust Funds.

Mission Statement

OUR VISION

We are dedicated exclusively to providing service to the Southern California IBEW-NECA Trust Fund Participants and uphold the core values- Knowledge, Accuracy, Care, and Quality- while serving each and every Plan Participant.

OUR VALUES

Knowledge: Training is an essential component requiring compliance with everchanging legislative and agreement requirements.

Accuracy: Core systems are tested and upgraded as necessary to ensure the most prompt and accurate reporting available.

Care: Employees interact professionally and courteously.

Quality: For years the Admin Corp has fulfilled the highest requirements established by the Boards of Trustees and Directors with the hiring of quality personnel to interact and serve the business needs and directives of the Plans.