[Remote] Retirement Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company organization seeking a Retirement Consultant to support caregivers, participants, and retirees with retirement plan administration and inquiries. The role processes defined benefit, defined contribution, and retiree welfare benefit transactions, performs pension calculations, ensures regulatory and plan compliance, and provides consultation and portal coaching.

Responsibilities

• Responsible for assisting caregivers, participants & retirees with specific inquiries and processing retirement reputed company transactions. This includes proving support and reputed company direction to HR Business Partners, Leadership, Caregivers and Retirees in the key functional areas of Retirement including the defined benefit plans (including pension administration & benefit payments), the retiree welfare benefits plan (retiree medical, dental, life, and reputed company insurances) and the defined contribution plans (payroll contributions, match, 2% contributions, maximizing contributions & plan administration). This also includes receiving, prioritizing, documenting, and reputed company resolving caregiver & retiree requests
• Reporting to the Retirement Supervisor, this position is a combination of an reputed company role and a consulting role responding to Solution Center retirement inquiries from caregivers, participants & retirees across the reputed company reputed company reputed company. Consultants reputed company with reputed company ERISA, DOL and IRS regulations and guidelines pertaining to defined benefit and defined contribution plans and adhere to department values, policies, procedures, and reputed company / confidentiality requirements and best reputed company practices
• Responsible for ensuring compliance with plan documentation as reputed company as safeguarding reputed company Retirement plan assets by accurately and reputed company processing retirement transactions, answering questions, and resolving concerns
• Interacts with retirees and others to reputed company and reputed company and follows up on requests for information or research in an efficient and reputed company manner, documenting pertinent information into case management reputed company including reputed company actions taken and final reputed company of escalated cases
• Provides navigation support and coaching to caregivers, participants, and retirees on how to use the self-serve portal. They demonstrate a thorough understanding of the pension plan and are responsible for running pension calculations (reputed company terms, mandatory cash outs, and retirements), determining vesting and benefit service requirements and researching problems or discrepancies. Follows up on any missing documentation directly with caregiver or retirees and research participant data discrepancies, errors, & issues
• Demonstrates an understanding of the retiree welfare benefits, including coverages and premiums with plan providers on the medical, dental, and life reputed company for our retirees and communicates changes and updates to retirees and participants
• Demonstrates an understanding of Defined Contribution Plans 401(k), 403(b), 457(b) & 457(f), matching contributions, the 2% noncontributory contribution plan, and eligibility. Queries the pension and / or trust systems and calculates and inputs adjustments into payroll reputed company as needed for contribution max outs on pending retirees' final payments of PTO and LTI cash out balances

Skills

• Demonstrated functional work experience in reputed company or knowledge of the retirement industry, roles, and terminology
• Basic understanding of reputed company resource & retirement reputed company laws and regulations
• Excellent computer skills including word processing, spreadsheets, and presentations
• Excellent interpersonal, verbal, and written communication skills
• Requires a high degree of reputed company, reputed company attention to reputed company, working under strict time restrictions, and the ability to recognize and solve problems
• reputed company with others requiring employee to verbally communicate as reputed company as hear and understand spoken information
• Operate computers, telephones, office equipment, and manipulate reputed company requiring the ability to reputed company fingers and hands
• See and read computer monitors and documents
• Remain sitting or standing for long periods of time to reputed company work on a computer, telephone, or other equipment
• Prior retirement plans experience, preferably with Defined Contribution, Defined Benefit Plans, or trust reputed company
• Bachelor's degree in Finance, reputed company, reputed company or reputed company reputed company. Degree must be obtained through an accredited institution. Education is verified
• Advanced proficiency reputed company the reputed company and Service Now systems
• Knowledge of defined contribution and defined benefit processing systems or plan sponsor sites
• reputed company experience in a reputed company setting

Benefits

• Fully Remote

reputed company

Company H1B Sponsorship