Executives-Back Office-Customer Service

Job description

- Conducts retirement and benefits-related calculations and analysis including repurchase of service, withdrawal of contributions, and deferred retirement. - Researches and recommends appropriate benefits plans and services based on data analysis. - Conducts group benefits presentations for and/or individual interviews with employees regarding retirement and pension options. - Acquires and distributes relevant information and documentation to plan participants and beneficiaries. - Develops and maintains records of participants and beneficiaries including active, deferred, retired, and separated members. - Serves as a liaison between beneficiaries and participants and the plan administrator, handling or facilitating requests for contribution adjustments, refunds, and other administrative changes. - Coordinates with actuaries, plan administrators, accountants, and other professionals to provide verified and compiled data for administration of benefits. - Assists with open enrollment for retiree insurance benefits. - Ensures retirement plans are administered in accordance with company, state, and federal guidelines and regulations. - Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits. - Performs other duties as assigned.