RETIREMENT BENEFITS SPECIALIST

Wilson-McShane Corporation; BLOOMINGTON (MN); On-site; USD 34,000 - 49,000; Full time

Benefits offered by this job

Health insurance

Dental

Prescription drug coverage

Vision insurance

FSA

401(k)

PTO

Life insurance

AD&D

Employee Assistance Program

Job summary

Wilson-McShane Corporation seeks a Retirement Benefit Specialist to provide retirement guidance and benefits support to union members. You will calculate benefit payments, process applications, and communicate with participants to explain estimates and plan details.

The role is on-site in Bloomington, MN, with a schedule from Monday to Friday, 8:00 AM to 5:00 PM, at a pay rate of $30.10 per hour. Benefits include health, vision, retirement plans, and paid time off.

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 estimates.
• Answer high volume of incoming participant calls related to Pension Plans.
• Meet with participants to answer questions and coordinate with Fund Professionals.
• Interpret and administer retirement benefits as outlined in Plan Documents.
• Draft and mail correspondence to participants and beneficiaries.

Skills

Microsoft Word

Microsoft Excel

Customer service

Taft-Hartley funds experience

Job description

Description

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!

The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $30.10 per hour.

Essential duties and responsibilities include the following:

• 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

The Retirement Benefits position is a non-exempt position and includes benefits such as the following:

• Low-Deductible Health, Prescription Drug and Dental Benefits
• Voluntary Vision, Accident, Critical Illness and Pet Insurance
• Flexible Spending Account (FSA)
• Employer Contribution to 401(k)-No Match Required
• 401(k) and Roth 401(k)
• Paid Holidays and Paid time off
• Dependent Care Reimbursement Account
• Life Insurance and AD&D
• Employer Paid Short Term Disability
• Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should have the following qualifications:

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