Retirement Benefits Data Specialist

American Benefit Plan Administrators, Inc.; Maryland; Hybrid; USD 22,000 - 31,000; Full time

Benefits offered by this job

Health, Vision, and Dental coverage

401(k) with company match

Paid time off (PTO)

Job summary

Zenith American Solutions is seeking a Retirement Benefits Technician to provide administrative support for participant data and fund information. The role requires accuracy in data entry and the ability to work with PHI/PII under policy guidelines.

Responsibilities include running retirement reports, verifying data from sources, addressing missing information, and communicating with participants and fund professionals as needed. This is an on-site role based in the Maryland area.

Qualifications

• Must have good verbal and written communication.
• Working understanding of databases.
• Computer proficiency including MS Office tools and applications with strong skills in Excel.

Responsibilities

• Runs various reports from retirement record keeping systems.
• Reviews and verifies data from multiple sources to ensure completeness.
• Researches missing or incorrect information.
• Enters updates to participant information into appropriate system.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Monitors monthly death notification file.
• Reviews and verifies information.
• Makes corrections as needed and updates participant information in appropriate system.
• Reviews uncashed check reports.
• Researches instances of unresolved checks or payments.
• Determines appropriate course of action based on findings; executes resolution.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Coordinates workflow to generate print for mass mailings.
• Responds to inquiries from participants, external fund professionals, or employer contacts.
• Performs other duties as assigned.

Skills

Verbal communication

Written communication

Excel

Database literacy

Education

High school diploma or GED

Tools

MS Office

Job description

Zenith American Solutions is seeking a Retirement Benefits Technician to provide administrative support for participant data and fund information. The role requires accuracy in data entry and the ability to work with PHI/PII under policy guidelines.

Responsibilities include running retirement reports, verifying data from sources, addressing missing information, and communicating with participants and fund professionals as needed. This is an on-site role based in the Maryland area.