RETIREMENT BENEFITS SPECIALIST

Wilson-McShane Corp • Bloomington, MN

4d

About The Position

Retirement Benefits Specialists help people in various trade unions access and understand their retirement benefits. They support participants who are planning to retire as well as those who are already retired, by processing applications, calculating benefits, answering questions, and administering benefits in accordance with Plan Documents.

This is a non-exempt position with a Monday–Friday schedule from 8:00 AM to 5:00 PM. Compensation is $30.10 per hour.

Requirements

• Proficiency in Microsoft Word and Excel.

Nice To Haves

• Previous customer service experience.
• Previous retirement benefits experience.
• Experience with Taft-Hartley Funds.

Responsibilities

• Calculate and prepare retirement benefit payment amounts.
• Process retirement benefit applications.
• Explain retirement benefits to participants and provide benefit estimates.
• Answer a high volume of incoming participant calls relating to the Pension Plans.
• Meet regularly with participants to answer questions about retirement benefits and communicate with other Fund Professionals as needed.
• Interpret and administer retirement benefits as outlined in Plan Documents.
• Draft and mail correspondence to participants and beneficiaries regarding retirement benefits.
• Perform other duties and projects as assigned.

Benefits

• Low-deductible health, prescription drug, and dental benefits.
• Voluntary vision, accident, critical illness, and pet insurance.
• Flexible Spending Account (FSA).
• Employer contribution to 401(k), with no match required.
• 401(k) and Roth 401(k).
• Paid holidays and paid time off.
• Dependent Care Reimbursement Account.
• Life insurance and AD&D.
• Employer-paid short-term disability.
• Employee Assistance Program, including access to confidential counseling, virtual and in person.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed