This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the daily management of 401(k), 403(b), 457(b), 457(f), and defined benefit plans.

• Coordinate with the plan actuary to request benefit calculations and prepare the necessary documentation.

• Provide guidance to prospective retirees regarding their options using relevant plan documents prior to finalizing applications.

• Conduct follow-ups as needed before initiating new payment setups in the Trustee system.

• Investigate plan overpayments and initiate requests for stop payments, reissues, and ACH reversals.

• Communicate with participants or their survivors to recover funds owed to the plan.

• Keep participant address and banking information up to date.

• Utilize, maintain, and review electronic files containing scanned backup records and pension-related documents.

• Educate both active and inactive coworkers, as well as beneficiaries, on vesting, plan participation, payment elections, and other retirement details.

• Act as a consultant for networking with coworkers and coordinate responses to inquiries from coworkers or retirees.

• Ensure the seamless exchange of essential information among Payroll, HRIS, actuarial firms, trustees, and benefits staff.

⛳️ Requirements

• Bachelor’s Degree in Human Resources, Business Administration, or a related field, or a Certified Employee Benefits Specialist (CEBS) certification - Required.

• 5 years of hands-on professional experience in employee benefits administration specifically related to retirement plans - Required.

• 5 years of comprehensive knowledge of defined benefit retirement plans, defined contribution retirement plans, non-qualified deferred compensation plans, and the applicable laws/regulations affecting each - Required.

• Travel requirements: Never or Rarely.