Executives-Back Office-Customer Service

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Conducts retirement and benefits-related calculations and analysis including repurchase of service, withdrawal of contributions, and deferred retirement.
Researches and recommends appropriate benefits plans and services based on data analysis.
Conducts group benefits presentations for and/or individual interviews with employees regarding retirement and pension options.
Acquires and distributes relevant information and documentation to plan participants and beneficiaries.
Develops and maintains records of participants and beneficiaries including active, deferred, retired, and separated members.
Serves as a liaison between beneficiaries and participants and the plan administrator, handling or facilitating requests for contribution adjustments, refunds, and other administrative changes.
Coordinates with actuaries, plan administrators, accountants, and other professionals to provide verified and compiled data for administration of benefits.
Assists with open enrollment for retiree insurance benefits.
Ensures retirement plans are administered in accordance with company, state, and federal guidelines and regulations.
Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
Performs other duties as assigned.

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