Description :

1. Reviewed, accepted, approved, maintained, responded to approval, and Incompleted Letters for legal documents; POAs, Trusts, Wills, Estate, and miscellaneous documents.
2. Calculated, Verified, and updated Pension and Interest amounts in PetSmart for Pension Payroll.
3. Processed payment setups and spreadsheet maintenance.
4. Reviewed Participant returned paperwork and identification and creation of Incomplete letters for all returned paperwork.
5. Reviewed, processed, and accepted or denied Survivor Benefits and death claim paperwork review.
6. Worked on special projects including Data cleanup and Return Mail research.
7. Researched and coordinated the correction of reporting errors and earning discrepancies initiated by participants.

Experience

2-5 Years

Level

Executive

Education

Masters In Literature

Description :

1. Responsible for running pension benefit calculations for employees of companies via Excel.
2. Responded to participant calls and help facilitate their requests.
3. Consulted with participants on pension plan provisions and payment elections.
4. Handled benefit plan administration and management of special projects with defined benefit plans for various clients.
5. Coordinated monthly pension payments with trustee and reconciling payments via Excel.
6. Assisted with testing of the system of new clients according to the plan provisions and administrative requirements.
7. Broaden knowledged of defined benefit administrative rule.

Experience

5-7 Years

Level

Executive

Education

BBA In Finance

Description :

1. Assisted in the training of new employees.
2. Assisted in the testing of new programs and systems within the Plans.
3. Reviewed and tested Annual pension summaries for accuracy prior to mailing.
4. Inquiry management: assigned, distributed, and responded to messages left for the Pension Plan via voicemail, email, or fax.
5. Walked-in support: in-person interaction between participant walk-in and representative.
6. Enabled successful achievement of sales targets through customer and sales rep support of asset movement and gathering transactions.
7. Ensured Incoming Rollovers requests are in compliance with Plan and IRC provisions, as applicable.

Experience

7-10 Years

Level

Management

Education

MS

Description :

1. Responsible for the day-to-day service and administration of benefit plans for assigned clients using established procedures and detailed instructions.
2. Performed benefit calculations where required.
3. Maintained benefits member database Provide basic advice and guidance to clients or plan members.
4. Assisted employees in the completion of appropriate forms, calculation of benefits or premiums.
5. Liaised with actuarial staff, senior consultants, or senior administrator/manager, as well as a trusted company and insurance company representatives Work on assignments requiring considerable judgment and initiative.
6. Understood implications of work and makes recommendations for solutions.
7. Responsible for research and resolving inquiries received from Ford Motor Company retirees, and alternate payees, as well as Fidelity Investments regarding first check dates, overpayments, or underpayments due to Qualified Domestic Relations Orders not being applied.

Experience

2-5 Years

Level

Executive

Education

BS In Life Science

Description :

1. Managed and Administered group benefits for Corporate Clients.
2. Partnered with Agents, Brokers, Attorneys, and Clients on plan design to meet their goals.
3. Monitored IRS regulations and other governmental guidelines for company-sponsored retirement plans and communicated changes to Clients.
4. Performed year-end compliance services for Clients.
5. Processed loan requests and correspond with agents and financial institutions.
6. Learned to be a team player and to get the job done in a timely manner.
7. Processed improvement and optimization.

Experience

10+ Years

Level

Senior

Education

MS In Life Science

Description :

1. Responsible for reviewing projections/calculations for accuracy by confirming that all of the variables as such as (years of service, age, numerators,(being the total years of marriage), denominators (being the total years of credited service), flat rates, breakpoints, and Early Retirement Factors used are accurate.
2. Responsible for reviewing complex retirement calculations to make sure that the QDRO percentages for the alternate payee or surviving spouses are accurate.
3. Adhered to client goals, including quality benchmarks, and keeps all client spreadsheets and files updated and accurate.
4. Responsible for tracking and reporting of death case statistics for the client.
5. Calculated complex pension calculations as well as interest owed on retroactive pension payments.
6. Understood, applied, and communicated conceptual elements of benefits and/or rules and regulations.
7. Identified opportunities to deepen customers through profiling, trigger questions and hand off to appropriate department.

Experience

2-5 Years

Level

Executive

Education

GED

Description :

1. Completed 250 Credited Service audits per month with 98% accuracy.
2. Detected over 400 errors per year.
3. Provided expertise and training in the area of Credited Service to 50 co-workers within the organization.
4. Trained entire staff in four months.
5. Hired as an expert to share my vast experience in the area of Credited Service and facilitate the smooth start-up of the companies new pension business.
6. Handled confidential information with sensitivity and discretion in accordance with HIPAA and Data Privacy requirements Accomplishments I was promoted from Customer Care Specialist to Pension Specialist after only nine months of employment where I exceeded quarterly quotas for processing pension payment setups and retirement packages.
7. Handled more complex inquiries.

Experience

5-7 Years

Level

Executive

Education

Bachelor Of Arts In Communications

Description :

1. Identified and documented error trends and informs management of operational problems and provides resolutions in a judicious manner.
2. Provided benefit information, through written & verbal communication to participants, their attorneys, accountants, business managers, etc.
3. Obtained medical, financial, and personal information to ensure compliance with the Plan document.
4. Coordinated medical review of Disability Pension applications.
5. Reviewed status of Disability pensioners and confirms eligibility based on appropriate documentation.
6. Contacted members that have not responded to the annual pension verification letter.
7. Responded to requests for benefit information from the IRS, banking institutions, EDD, and various housing agencies.

Experience

5-7 Years

Level

Executive

Education

AAS Degree In Human Services

Description :

1. Researched earnings for both Prior Service and Current Service in order to establish eligibility for benefits or in response to a participants request for research and audit.
2. Prepared pension documentation for appeals meetings.
3. Evaluated eligibility criteria to process a Second Annuity Start Date (ASD) benefit adjustment for qualifying participants.
4. Processed manual benefits in relation to Qualified Domestic Relations Orders (QDROs).
5. Corresponded with participants, beneficiaries, alternate payees.
6. Interpreted and understood complexity of QDROs and provide where needed a detailed explanation to involved parties.
7. Calculated and processed division of benefits for parties involved.

Experience

5-7 Years

Level

Executive

Education

High School Diploma

Description :

1. Processed calculation requests for future retirement benefits.
2. Processed pension applications or benefits for beneficiaries eligible for death benefits.
3. Completed report of death form and suspension notice and forwards it to necessary parties.
4. Assisted or responded to participants questions, complaints, and requests via phone, written correspondence, or walk-in.
5. Updated various departmental reports.
6. Processed OBRA recalculations.
7. Processed DEFRA files.

Experience

2-5 Years

Level

Executive

Education

Associate Degree In Culinary Arts