Pension Benefits Advisor

Wilson-McShane Corporation; Duluth (MN); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

401(k) and Roth 401(k)

Paid holidays and paid time off

Employee Assistance Program

Job summary

Wilson-McShane Corporation is seeking a Retirement Benefit Specialist to help union members access retirement benefits, calculate payment amounts, process applications, and explain benefits. This role emphasizes clear communication and accurate benefit estimates to participants in a supportive environment.

The position supports participants by phone and in person, coordinating with Fund Professionals and following plan documents.

Qualifications

• Proficient in Microsoft Word and Excel.
• Previous customer service experience preferred.
• Previous retirement benefits experience preferred.
• Experience with Taft-Hartley Funds preferred.

Responsibilities

• Calculate and prepare retirement benefit payment amounts
• Process retirement benefit applications
• Explain retirement benefits to participants and provide participants with benefit estimates
• Answer high volume of incoming participant calls relating to the Pension Plans
• Regularly meet with participants to answer questions related to their retirement benefits, and communicate with other Fund Professionals as needed
• Interpret and administer retirement benefits as outlined in Plan Documents
• Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
• Other duties and projects as assigned

Skills

Customer service experience

Retirement benefits experience

Taft-Hartley Funds experience

Tools

Microsoft Word

Excel

Job description

Wilson-McShane Corporation is seeking a Retirement Benefit Specialist to help union members access retirement benefits, calculate payment amounts, process applications, and explain benefits. This role emphasizes clear communication and accurate benefit estimates to participants in a supportive environment.

The position supports participants by phone and in person, coordinating with Fund Professionals and following plan documents.