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RETIREMENT BENEFITS SPECIALIST at Wilson-McShane Corp

Altoona, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Mar, 26

Salary

23.75

Posted On

29 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Word, Microsoft Excel, Pension Experience, Taft-Hartley Funds, Pension Payment Calculation, Benefit Estimates, Pension Applications, Pension Benefits Explanation, Plan Document Interpretation, Correspondence Drafting, Participant Communication, Customer Service, Problem Solving, Attention to Detail, Time Management, Team Collaboration

Industry

Financial Services

Description

Description 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! The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation range of $23.00-$23.75 per hour. Essential Duties and Responsibilities include the following: 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 The Retirement Benefits position is a non-exempt position and includes benefits such as the following: Low Deductible Health, Prescription Drug and Dental Benefits Voluntary Vision, Accident, Critical Illness and Pet Insurance 401(k) and Roth 401(k) Paid Holidays and Paid time off Employee Assistance Program, including access to confidential counseling (virtual and in-person) To perform the job successfully, an individual should have the following qualifications: Proficient in Microsoft Word and Excel. Previous pension experience preferred. Experience with Taft-Hartley Funds preferred. Travel may be required up to 5%

Responsibilities

Retirement Benefits Specialists calculate pension payment amounts, provide benefit estimates, and process pension applications. They also explain pension benefits to participants and communicate with other Fund Professionals.