Pension Claims Processor
InvigorateHR•Indianapolis, IN
•Onsite
About The Position
At Sheet Metal Workers Local 20 Benefit Funds, our work is never just about numbers—it’s about the people behind them. We serve 3,500+ active members, 1,500+ retirees, and nearly 2,100 pension plan participants and beneficiaries who have spent their careers building America’s infrastructure. As our Pension Claims Processor, you will be their trusted guide through the retirement process, ensuring they receive the benefits they’ve earned—accurately, on time, and with genuine care.
Requirements
- Minimum of 5 years of experience administering Defined Benefit pension plans; Taft-Hartley or multiemployer plan experience strongly preferred
- Demonstrated knowledge of ERISA, pension regulations, and plan document interpretation
- Proficiency with pension administration software and Microsoft Office Suite (Excel, Word)
- Strong analytical and mathematical skills, including the ability to calculate complex benefit formulas
- Exceptional attention to detail and accuracy, with the ability to manage high volumes under deadline pressure
- Strong verbal and written communication skills; ability to explain complex benefit information clearly to diverse audiences
- Demonstrated ability to handle confidential participant information with integrity and discretion
Nice To Haves
- Experience with union trust funds or employee benefits administration firms
- Professional designations such as CEBS, ASPPA credentials, or related certifications—or willingness to pursue
- Familiarity with Taft-Hartley industry practices and multiemployer plan governance
Responsibilities
- Serve as the primary point of contact for plan participants regarding pension inquiries, application status, and benefit information
- Review, evaluate, and process retirement, disability, and survivor benefit applications in accordance with plan rules and governing documents
- Verify participant eligibility, perform benefit calculations, and prepare written correspondence and award notices
- Guide participants through application requirements, payment options, and plan provisions with a service-oriented approach
- Respond to participant inquiries in a timely, accurate, and professional manner, both verbally and in writing
- Maintain and update participant records in pension administration systems, ensuring accuracy and completeness
- Coordinate with contributing employers to reconcile contribution data and resolve discrepancies affecting participant eligibility or benefit calculations
- Process Qualified Domestic Relations Orders (QDROs), beneficiary designations, and participant status changes
- Prepare and distribute required plan notices and correspondence to participants and beneficiaries
- Support annual actuarial valuations, external audits, and government filings, including Form 5500 preparation
- Assist with internal controls, plan governance documentation, and compliance recordkeeping
- Remain current on ERISA regulations, pension laws, and plan document updates affecting participant administration
Benefits
- Competitive Salary: commensurate with experience
- 100% Employer-Paid Health Insurance (including full family coverage)
- Defined Benefit Pension Plan (employer-funded)
- 401(k) with 3% Employer Match
- Health Reimbursement Account (HRA)
- Paid Time Off and Paid Holidays
- Small, collaborative team environment with direct impact on real families
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
