RETIREMENT BENEFITS SPECIALIST

Wilson-McShane Corp • Delta Charter Township, MI

2d • Onsite

About The Position

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!

Requirements

• Proficient in Microsoft Word and Excel.
• Previous experience with retirement plans preferred. This includes understanding plan document language, experience with pension calculations, and comprehending legal documents.
• Experience with Taft-Hartley Funds preferred.
• Travel may be required up to 5%

Nice To Haves

• Previous experience with retirement plans
• Understanding plan document language
• Experience with pension calculations
• Comprehending legal documents
• Experience with Taft-Hartley Funds

Responsibilities

• Calculate pension payment amounts
• Provide participants with benefit estimates
• Process pension applications
• Explain pension benefits to participants
• Interpret and follow the rules outlined in Plan Documents
• Draft correspondence to participants
• Answer incoming participant calls relating to the Pension Plans
• Regularly meet with participants to answer questions related to their pension benefits, communicate with other Fund Professionals
• Other duties and projects as assigned

Benefits

• Health, and Dental Benefits
• Defined Contribution Annuity Pension Plan
• Voluntary Vision, Accident, Critical Illness and Pet Insurance
• Flexible Spending Account (FSA)
• 401(k) and Roth 401(k)
• Paid Holidays and Paid time off
• Dependent Care Reimbursement Account
• Burial Benefit and AD&D Benefits
• Employee Assistance Program, including access to confidential counseling (virtual and in-person)

What This Job Offers

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