Job Description: REMOTE Schedule: 8:30am
– 5:00pm Fully vaccinated office EDUCATION AND EXPERIENCE Bachelor’s Degree plus 1-3 years financial services experience and familiarity with Defined Benefit and Defined Contribution Pension Plans preferred.
CEBS candidate desirable.
CONTACTS AND RELATIONSHIPS Employee works with or has contact with the Plans’ CEO and CFO, Plan participants in person and over the phone, business managers, beneficiaries, all departments within the organization, outside consultants, legal counsel and vendors ESSENTIAL FUNCTIONS o Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits and explanation of Plan rules.
o Prepare and review pension applications (i.e., Basic, Supplemental or both).
o Meet with participants/beneficiaries regarding benefits.
o Review (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary if information is missing.
o Set up and review electronic funds transfers for monthly benefits.
o Review Supplemental Account report on an annual basis to determine whether benefits are payable on deceased participant accounts.
o Coordinate with Eligibility Department on benefit recipients who have automatic deduction taken from monthly check to pay for medical premiums.
o Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits.
o Respond to benefit recipient request regarding lost checks; forward request to reissue payment to Department Assistant for handling.
o Review electronic funds transfer (EFT) from bank; contact participant and/or financial institution to determine why transfer was rejected.
o Calculate annual Basic Plan post retirement OBRA benefits.
o Monitor Ten Year Certain beneficiary payment expirations.
AppleOne is proud to be an Equal Opportunity Employer.
Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.
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