A Pension Administrator takes responsibility for the administration of the retirement plans. The job description entails maintaining plan records and ensuring compliance with federal regulations. A well-drafted Pension Administrator Resume indicates the following duties and responsibilities – communicating with customers, assisting with plan design and benefit distributions, answering queries by phone, letter, and email; using the computer system to check and updating records; calculating the number of money people can receive; processing money paid as a pension; transferring benefits from one person to another, and arranging the pension payment.
The most sought-after skills for the post include the following – customer service skills; the ability to sell products and services, the ability to use initiative, the ability to accept criticism and work well under pressure; patience, and the ability to remain calm even under stressful situations, and excellent communication skills; and knowledge of software packages. A degree is commonly required.
Objective : Pension Administrator with two years of specialized experience in managing retirement plans and ensuring compliance with regulatory requirements. Proficient in processing contributions and distributions while delivering exceptional client support. Eager to leverage analytical skills and attention to detail to enhance pension management processes and improve participant satisfaction.
Skills : Pension Plan Administration, Data Analysis And Reporting, Database Management, Presentation Skills
Description :
Performed daily recordkeeping services for 401(k), 403(b), and 457(b) retirement plans, including payroll and distribution processing.
Prepared and submitted government filings such as IRS Form 5500, ensuring compliance with regulations.
Collaborated with clients to define plan objectives and drafted necessary documents and amendments.
Administer pension plans ensuring compliance with regulations and policies.
Mapped financial data to the Relius recordkeeping system for real-time participant access.
Presented plan testing alternatives that saved clients over $3,000 in refunds.
Trained plan sponsors on website utilization for payroll contributions and participant inquiries.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in B.A.
Junior Pension Administrator Resume
Objective : Dedicated Junior Pension Administrator with 5 years of experience in managing and administering pension plans. Skilled in ensuring compliance with regulations, processing transactions, and enhancing client engagement. Aiming to utilize strong analytical abilities and a detail-oriented approach to streamline pension operations and improve participant outcomes.
Skills : Microsoft Office Suite, Pension Administration, Data Management, Financial Reporting, Compliance Management
Description :
Administered retirement plans, ensuring compliance with all relevant regulations and laws.
Reconciled plan assets and maintained accurate employee data records.
Completed professional courses in Pension Administration and Daily Valuation, enhancing expertise.
Managed invoice preparation and accounts payable using Timeslips software.
Generated detailed reports and correspondence for the actuarial team.
Created allocation reports and government forms, including 5500s and 1099s, using Crystal Reports and Relius software.
Maintained up-to-date knowledge of industry regulations and best practices.
Experience
2-5 Years
Level
Junior
Education
B.S. Finance
Pension Administrator Resume
Headline : Accomplished Pension Administrator with 7 years of experience in overseeing retirement plans and ensuring regulatory compliance. Expertise in processing complex contributions and distributions, while enhancing client relations. Committed to utilizing strong analytical skills and meticulous attention to detail to optimize pension management and elevate participant experience.
Coordinate with external vendors for plan administration services.
Conduct regular audits of pension plan records for accuracy.
Calculated contributions using various formulas and determined minimum and maximum employer contributions for small to mid-size employers.
Executed compliance testing for 401(a)(4), 415, ADP/ACP, 410(b) coverage, and Top Heavy.
Reviewed plan documents and responded to administrative inquiries regarding operations.
Provided technical support to clients regarding legislative issues affecting their plans.
Enhanced operational workflows, leading to a 20% increase in processing efficiency.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Senior Pension Administrator Resume
Summary : Dynamic Senior Pension Administrator with over 10 years of extensive experience in managing diverse retirement plans, ensuring compliance with regulatory standards, and optimizing operational efficiency. Proven track record in enhancing client satisfaction through meticulous processing of contributions, distributions, and strategic pension advice.
Skills : Client Relationship Management, Advanced Excel Proficiency, Retirement Plan Knowledge, Pension Regulations Expertise, Data Analysis Skills
Description :
Manage participant communications regarding plan changes and updates.
Processed full terminations, hardship withdrawals, minimum distributions, fund transfers, loans, and tax filings.
Utilized advanced Excel spreadsheets for retirement plan accounting and IRS Form 5500 filing.
Coordinated meetings and managed schedules for senior consultants.
Maintained a multi-line telephone system and managed office equipment effectively.
Calculated and reported interest on excess contributions accurately.
Evaluate and recommend improvements to pension administration processes.
Experience
7-10 Years
Level
Senior
Education
B.S.B.A.
Pension Administrator Resume
Summary : With a decade of comprehensive experience as a Pension Administrator, I excel in managing retirement plans and ensuring adherence to regulatory standards. My expertise encompasses processing complex contributions, optimizing client relations, and enhancing operational efficiency. I am dedicated to leveraging analytical skills to streamline pension processes and elevate participant satisfaction.
Skills : Process Improvement, Team Collaboration, Retirement Plan Presentations, Technical Proficiency, Microsoft Excel Expertise
Description :
Administered retirement plans, ensuring compliance with IRS regulations and timely processing of contributions and distributions.
Reviewed and interpreted plan documents, IRS releases, and tax forms to ensure accurate implementation.
Prepared detailed cost allocation reports and managed reimbursements efficiently.
Coordinated the preparation of necessary documentation for fiduciary liability and fidelity bond compliance.
Maintained accurate records for all Deposit Administration contracts and annuities.
Assisted in the amendment process and updated Summary Plan Descriptions as required.
Calculated retirement payout options and facilitated the disbursement of funds through checks and wire transfers.
Experience
10+ Years
Level
Management
Education
MBA
Pension Administrator Manager Resume
Summary : Seasoned Pension Administrator Manager with 10 years of robust experience in overseeing retirement plans and ensuring compliance with industry regulations. Adept at streamlining processes and enhancing client relations through strategic management and meticulous attention to detail. Committed to driving efficiency and improving participant outcomes in pension administration.
Maintained comprehensive records of plan sponsor events, including terminations and changes in beneficiary designations.
Experience
7-10 Years
Level
Management
Education
B.S. in BA
Pension Administrator Resume
Objective : Accomplished Pension Administrator with 5 years of experience in managing retirement plans and ensuring strict regulatory compliance. Skilled in processing contributions, distributions, and financial reporting while enhancing participant engagement. Committed to leveraging analytical expertise and detail-oriented practices to streamline pension operations and elevate client satisfaction.
Skills : Record Keeping, Benefit Calculations, Plan Design Knowledge, Risk Management, Tax Regulations
Description :
Performed annual nondiscrimination testing for various defined contribution plans, ensuring compliance for 10 to 300 participants.
Prepared and filed IRS Form 5500 and related schedules accurately, streamlining regulatory submissions.
Calculated and allocated employer contributions to pension plans, ensuring timely and precise distributions.
Compiled and analyzed annual plan financial reports for stakeholders to facilitate informed decision-making.
Generated annual participant statements and employer valuation reports, enhancing transparency.
Reconciled plan assets using the Relius recordkeeping system, improving data integrity.
Provided expert support to participants and plan sponsors regarding retirement and cafeteria plan inquiries.
Experience
2-5 Years
Level
Consultant
Education
BBA
Freelance Pension Administrator Resume
Objective : Detail-oriented Pension Administrator with over 5 years of experience managing retirement plans and ensuring compliance with regulations. Proficient in processing contributions, distributions, and participant inquiries. Strong analytical skills with a focus on accuracy and efficiency. Committed to providing exceptional customer service and maintaining positive relationships with plan participants and stakeholders.
Served as the primary contact for the Rohm and Haas Company Retirement Plan, ensuring compliance and effective communication.
Analyzed pension benefit claims, providing actionable recommendations to management and stakeholders.
Supported Plan Managers with pension calculations and data integrity initiatives.
Conducted internal and external audits, maintaining strict adherence to deadlines and regulatory requirements.
Managed complex case inquiries, delivering timely and accurate responses to participants and third-party administrators.
Gained proficiency in Dow HR systems, including SAP and PeopleSoft, to enhance operational efficiency.
Utilized analytical skills to resolve intricate payroll and hours discrepancies, improving data accuracy.
Experience
2-5 Years
Level
Freelancer
Education
B.S. in BA
Pension Administrator Resume
Summary : With a decade of experience in pension administration, I specialize in managing retirement plans while ensuring compliance with all regulatory standards. My expertise in processing complex transactions and fostering client relationships has consistently improved operational efficiency and participant satisfaction. I am committed to leveraging my analytical skills to enhance pension management practices.
Skills : Pension Law Knowledge, Communication Skills, Data Analysis, Problem Solving, Customer Service Skills
Description :
Managed all aspects of the university pension plan, ensuring compliance with IRS and DOL regulations.
Analyzed and presented pension data to management for strategic decision-making.
Monitored pension plans for regulatory compliance, identifying and addressing potential issues.
Filed accurate 5500 reports for multiple pension plans, maintaining compliance with federal requirements.
Designed and led seminars to educate employees about pension options and benefits.
Successfully managed the RFP process for pension vendors, enhancing service quality.
Implemented the Banner system for efficient pension plan management and reporting.
Experience
10+ Years
Level
Executive
Education
B.S. in BA
Pension Administrator Resume
Summary : A seasoned Pension Administrator with 10 years of extensive experience overseeing retirement plans, ensuring compliance, and enhancing operational efficiencies. My proficiency in processing contributions and distributions, coupled with a commitment to exceptional client service, drives successful outcomes. I aim to leverage my analytical expertise to optimize pension administration and elevate participant satisfaction.
Skills : Microsoft Excel Skills, Project Management, Report Generation, System Implementation, Policy Development
Description :
Administered comprehensive pension programs for diverse organizations.
Managed enrollment processes for 401a, 403b, and defined benefit plans.
Resolved inquiries for over 20,000 plan participants and 2,000 plan sponsors, enhancing service quality.
Conducted training sessions for pension plan representatives to ensure compliance.
Facilitated smooth onboarding of new pension representatives.
Implemented initiatives to optimize pension plan operations across HR departments.
Utilized analytical skills to improve data integrity and report generation.
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