Pension Fund Manager

Pension Fund Manager

Philadelphia, PA

1 DAYS AGO

22617981

Summary

Philadelphia, PA

In-Person

Competitive Salary

10 Years Experience

Bachelor's degree

No Commission

40.00 hours per week / Day Shift / Full-Time

Description

General Description:

Works under general supervision and provides administrative support in general office functions, such as preparing

correspondence and reports, scheduling appointments and maintaining department files.

Key Responsibilities:

In-depth knowledge of pension plan regulations, compliance requirements, and industry standards, including ERISA,

DOL, IRC, PPA, etc.

Proven leadership abilities with a track record of effectively managing and developing high-performing teams and

driving operational improvements.

Provide plan beneficiary information about their rights and responsibilities in respect to the pension plan

Determine plan beneficiaries' entitlements under the pension plan

Interpret and apply pension plan texts, administrative policies, and related legislation

Aid with any related work or special projects

Develop routine client correspondence

Process pension plan expenses

Update member records

Prepare and/or review the annual pension statements

Prepare members estimates

Answer member calls

Prepare and/or review Pension Adjustments, Pension Adjustment Reversals, and other government filings

Reconcile contributions, expenses, and benefit payments with financial statements

Complete year end documents for 1099's

Daily supervision and oversite of the pension fund team monitoring the day-to-day performance operation. Held

accountable for the implementation of sub-decisions

Qualifications:

Minimum of ten (10) years of experience in defined benefit operations or other related senior level retirement plan

administration, with at least seven (7) years in a leadership role. Experience working with unionized staff and knowledge

of collective bargaining agreements preferred. Demonstrate attention to detail and strong organizational skills

Strong analytical and problem-solving skills, with the ability to leverage data to drive decision making.

Strong communication skills, both written and oral

Able to work under deadlines and on several projects simultaneously

Commitment to superior member satisfaction

Proficiency in pension administration software and Microsoft Office Suite

Additional Details

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