1,530 Retirement jobs in the United States

Saint Louis, MO, US, 63101

The Analyst, Retirement & Benefits in our downtown St. Louis location. This Analyst will be part of a team responsible for the development, implementation and administration of various retirement and savings programs.

• Research and respond to inbound calls and emails from employees and retirees regarding items such as address changes, pension payment details, 401(k) loans and withdrawals, and provide contact information for internal departments, plan recordkeepers and vendors as appropriate
• Schedule and coordinate meetings for multiple Spire retirement committees (Retirement Plans Committee, 401(k) Investment Review Committee, and Pension Investment Review Committee)
• Review weekly and monthly reports for accuracy
• Access and review retiree records in the document management system
• Respond to income verification requests from retirees
• Track death notifications and report to appropriate internal departments
• Assist with data requests for annual 401(k), pension and health plan audits
• Run, review and save ad hoc and scheduled reports in the Fidelity PSW and US Bank systems
• Support bi-weekly 401(k) contribution reconciliation and funding process
• Assist with tracking and paying invoices
• Provide support for union negotiations
• Support the day-to-day administration of Total Rewards systems and connections to third-party vendors, including managing eligibility, data integrity, reviewing, tracking and managing specifications documents
• Support project efforts as needed

• High degree of integrity, sensitivity and professionalism in dealing with confidential information and issues
• Ability to adapt to changing environment
• Strong written and verbal communication skills; including high level of tact and diplomacy
• Excellent attention to detail

• None

• Bachelor's degree REQUIRED , preferably in Accounting, Business, Finance, Human Resources, or similar business discipline

• 1+ years of experience in qualified or non-qualified retirement plan administrationREQUIRED
• 2+ years of experience in Human Resources preferred
• Strong analytical skills and attention to detail with the ability to interpret and communicate data
• Strong oral and written communication skills
• Proficient with Microsoft Office Suite
• ADP and SuccessFactors experience preferred
• Ability to foster positive vendor relationships

• Work is performed in a shared, open-office environment
• Hybrid Working Hours: Typically, 8 hours per day, Monday through Friday, with the option to work remote 2 days per week following onboarding
• Requires work during nonstandard business hours with occasional travel

At Spire, we believe energy exists to help people. To enrich their lives, grow their businesses, advance their communities. It's a simple idea, but one that's at the heart of our business. We're dedicated to understanding our customers' needs and goals to better serve them today and tomorrow. That's why we're always looking for driven, collaborative people to join our team. Because we believe that offering our customers the best service means bringing together the best people.

And we find the best by hiring those who share our values of safety, inclusion and integrity, and demonstrate our four essential behaviors that bring the Spire culture to life:

• We make it happen: We are a company of go-getters, acting on every opportunity to help our company advance.
• We seek out perspective: We challenge ourselves to be open to different ways of doing things, because learning from each other leads to breakthroughs.
• We collaborate: We put teamwork first, bringing in everyone's ideas, because our collective energy makes us stronger.
• We care: We treat people how we want to be treated, listening closely and doing what's right, even when it's hard

By living our values and behaviors every day, we strive to create an environment where every employee feels welcome, respected and valued.

Disclaimer: The above statements are intended to describe the general nature of the level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Spire and its subsidiaries are Affirmative Action and Equal Employment Opportunity employers. We are committed to providing equal employment opportunity in all areas, including but not necessarily limited to, recruitment, selection, training, education, compensation, benefits, promotion, job transfer, upgrading, separation and recall regardless of the individual's race, color, sex, age, religion, national origin, genetics, sexual orientation, gender identity, disability, veteran status, and/or other protected categories under all Federal, State, and local laws. For more information, please click on the following links: About the EEO law and EEO law supplement.

Job Location: St Louis

Job Segment:
Document Management, Bank, Banking, Technology, Finance

Become Part of Our Team

As an industry leader Balfour Beatty offers employees a comprehensive benefits package with competitive salaries and more including:

• Medical, Dental, Vision and Life Insurance
• Health Savings Account
• 401(k) with company match
• Flexible Spending Accounts (Dependent & Medical Reimbursement)
• Vacation Time
• Sick Time
• Holidays
• Paid Volunteer time
• Tuition Assistance
• Employee Referral Bonus

Summary

Balfour Beatty seeks a Retirement Benefits Analyst with retirement administration experience to join our team. This individual can be based in Dallas, TX, Atlanta, GA or Malvern PA. This is a hybrid role that allows the selected candidate to work both from the office and home (three days in the office, two from home).

The Retirement Benefits Analyst will serve as a resource for employees and plan administrators by addressing retirement plan questions and providing ongoing administrative support. In addition, this role is responsible for processing payroll contributions and managing all administrative task associated with the organization's three retirement plans.

Essential Functions

• Primary Contact for General Retirement Questions
  
  • Explains retirement benefit plan policies, procedures, and legal requirements to employees and beneficiaries
  
  
• Serves as a liaison between participants and the plan administrator, handling or facilitating requests for contribution adjustments or other administrative changes
• Understands and interprets the Summary Plan Descriptions for all plans
• Plan Administration & Audit
• Supports daily recordkeeping process including but not limited to data entry updates of employee elections, employment status, reporting, inbound and outbound data file transfers to recordkeeping system, reconciling accounts.
• Processes bi-weekly/weekly payroll files and submits wire requests to record keeper.
• Audits any data changes in the payroll and record-keeping system that may impact 401(k) or other benefit plan administration
• Supports annual 401(k) Audit activities as needed
• Vendor Management
  • Participates in bi-weekly vendor calls to discuss performance and any issues. Assist with troubleshooting and work with team members on resolutions. Supports auditing the data integrity between the internal and external systems.
  
  
• Training and Outreach
  • Participates in training virtually and at site locations to ensure a better understanding and utilization of our retirement benefits. Monitors and suggest updates for internal websites to allow easier employee access to information.
  
  
  
  
• Performs other duties as assigned.

Education, Experience and Knowledge

• Excellent interpersonal skills with ability to clearly explain retirement plan options in easily understood terms
• Excellent organizational skills and attention to detail
• Strong Excel, verbal and written communication skills
• Must be detail oriented and able to work independently, as well as within a team
• Ability to multitask in a fast paced environment and work well with key partners on a variety of HR projects and initiatives
• Associate's degree, in Human Resources, or related field required
• At least two years of experience with retirement benefits administration

About us

Balfour Beatty US is an industry-leading provider of general contracting, at-risk construction management and design-build services for public and private sector clients across the nation. Performing heavy civil and vertical construction, our teams build the unique structures and infrastructure that play an important role in how people live, work, learn and play in our communities. Our teammates have an instinctive passion for innovating that is fueled by a relentless curiosity, a drive to employ lean practices and processes and the determination to find a better way. Through Zero Harm, we are challenging the construction industry's assumptions about safety. We believe that no level of harm should come to anyone as a result of our business.

Consistently ranked among the nation's largest building contractors by Engineering News-Record, our US business is a subsidiary of London-based Balfour Beatty plc (LSE: BBY).

Balfour Beatty is an equal opportunity employer that recognizes the value of a diverse workforce. All qualified individuals will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by federal, state or local law.

Accessibility:If you need an accommodation as part of the employment process, please contact Human Resources at:

Phone:

Email:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View your Equal Employment Opportunity rights under the law:

"Know Your Rights" Poster Pay Transparency Notice

Become Part of Our Team

As an industry leader Balfour Beatty offers employees a comprehensive benefits package with competitive salaries and more including:

• Medical, Dental, Vision and Life Insurance
• Health Savings Account
• 401(k) with company match
• Flexible Spending Accounts (Dependent & Medical Reimbursement)
• Vacation Time
• Sick Time
• Holidays
• Paid Volunteer time
• Tuition Assistance
• Employee Referral Bonus

Summary

Balfour Beatty seeks a Retirement Benefits Analyst with retirement administration experience to join our team. This individual can be based in Dallas, TX, Atlanta, GA or Malvern PA. This is a hybrid role that allows the selected candidate to work both from the office and home (three days in the office, two from home).

The Retirement Benefits Analyst will serve as a resource for employees and plan administrators by addressing retirement plan questions and providing ongoing administrative support. In addition, this role is responsible for processing payroll contributions and managing all administrative task associated with the organization's three retirement plans.

Essential Functions

• Primary Contact for General Retirement Questions
  
  • Explains retirement benefit plan policies, procedures, and legal requirements to employees and beneficiaries
  
  
• Serves as a liaison between participants and the plan administrator, handling or facilitating requests for contribution adjustments or other administrative changes
• Understands and interprets the Summary Plan Descriptions for all plans
• Plan Administration & Audit
• Supports daily recordkeeping process including but not limited to data entry updates of employee elections, employment status, reporting, inbound and outbound data file transfers to recordkeeping system, reconciling accounts.
• Processes bi-weekly/weekly payroll files and submits wire requests to record keeper.
• Audits any data changes in the payroll and record-keeping system that may impact 401(k) or other benefit plan administration
• Supports annual 401(k) Audit activities as needed
• Vendor Management
  • Participates in bi-weekly vendor calls to discuss performance and any issues. Assist with troubleshooting and work with team members on resolutions. Supports auditing the data integrity between the internal and external systems.
  
  
• Training and Outreach
  • Participates in training virtually and at site locations to ensure a better understanding and utilization of our retirement benefits. Monitors and suggest updates for internal websites to allow easier employee access to information.
  
  
  
  
• Performs other duties as assigned.

Education, Experience and Knowledge

• Excellent interpersonal skills with ability to clearly explain retirement plan options in easily understood terms
• Excellent organizational skills and attention to detail
• Strong Excel, verbal and written communication skills
• Must be detail oriented and able to work independently, as well as within a team
• Ability to multitask in a fast paced environment and work well with key partners on a variety of HR projects and initiatives
• Associate's degree, in Human Resources, or related field required
• At least two years of experience with retirement benefits administration

About us

Balfour Beatty US is an industry-leading provider of general contracting, at-risk construction management and design-build services for public and private sector clients across the nation. Performing heavy civil and vertical construction, our teams build the unique structures and infrastructure that play an important role in how people live, work, learn and play in our communities. Our teammates have an instinctive passion for innovating that is fueled by a relentless curiosity, a drive to employ lean practices and processes and the determination to find a better way. Through Zero Harm, we are challenging the construction industry's assumptions about safety. We believe that no level of harm should come to anyone as a result of our business.

Consistently ranked among the nation's largest building contractors by Engineering News-Record, our US business is a subsidiary of London-based Balfour Beatty plc (LSE: BBY).

Balfour Beatty is an equal opportunity employer that recognizes the value of a diverse workforce. All qualified individuals will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by federal, state or local law.

Accessibility:If you need an accommodation as part of the employment process, please contact Human Resources at:

Phone:

Email:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View your Equal Employment Opportunity rights under the law:

"Know Your Rights" Poster Pay Transparency Notice

Become Part of Our Team

As an industry leader Balfour Beatty offers employees a comprehensive benefits package with competitive salaries and more including:

• Medical, Dental, Vision and Life Insurance
• Health Savings Account
• 401(k) with company match
• Flexible Spending Accounts (Dependent & Medical Reimbursement)
• Vacation Time
• Sick Time
• Holidays
• Paid Volunteer time
• Tuition Assistance
• Employee Referral Bonus

Summary

Balfour Beatty seeks a Retirement Benefits Analyst with retirement administration experience to join our team. This individual can be based in Dallas, TX, Atlanta, GA or Malvern PA. This is a hybrid role that allows the selected candidate to work both from the office and home (three days in the office, two from home).

The Retirement Benefits Analyst will serve as a resource for employees and plan administrators by addressing retirement plan questions and providing ongoing administrative support. In addition, this role is responsible for processing payroll contributions and managing all administrative task associated with the organization's three retirement plans.

Essential Functions

• Primary Contact for General Retirement Questions
  
  • Explains retirement benefit plan policies, procedures, and legal requirements to employees and beneficiaries
  
  
• Serves as a liaison between participants and the plan administrator, handling or facilitating requests for contribution adjustments or other administrative changes
• Understands and interprets the Summary Plan Descriptions for all plans
• Plan Administration & Audit
• Supports daily recordkeeping process including but not limited to data entry updates of employee elections, employment status, reporting, inbound and outbound data file transfers to recordkeeping system, reconciling accounts.
• Processes bi-weekly/weekly payroll files and submits wire requests to record keeper.
• Audits any data changes in the payroll and record-keeping system that may impact 401(k) or other benefit plan administration
• Supports annual 401(k) Audit activities as needed
• Vendor Management
  • Participates in bi-weekly vendor calls to discuss performance and any issues. Assist with troubleshooting and work with team members on resolutions. Supports auditing the data integrity between the internal and external systems.
  
  
• Training and Outreach
  • Participates in training virtually and at site locations to ensure a better understanding and utilization of our retirement benefits. Monitors and suggest updates for internal websites to allow easier employee access to information.
  
  
  
  
• Performs other duties as assigned.

Education, Experience and Knowledge

• Excellent interpersonal skills with ability to clearly explain retirement plan options in easily understood terms
• Excellent organizational skills and attention to detail
• Strong Excel, verbal and written communication skills
• Must be detail oriented and able to work independently, as well as within a team
• Ability to multitask in a fast paced environment and work well with key partners on a variety of HR projects and initiatives
• Associate's degree, in Human Resources, or related field required
• At least two years of experience with retirement benefits administration

About us

Balfour Beatty US is an industry-leading provider of general contracting, at-risk construction management and design-build services for public and private sector clients across the nation. Performing heavy civil and vertical construction, our teams build the unique structures and infrastructure that play an important role in how people live, work, learn and play in our communities. Our teammates have an instinctive passion for innovating that is fueled by a relentless curiosity, a drive to employ lean practices and processes and the determination to find a better way. Through Zero Harm, we are challenging the construction industry's assumptions about safety. We believe that no level of harm should come to anyone as a result of our business.

Consistently ranked among the nation's largest building contractors by Engineering News-Record, our US business is a subsidiary of London-based Balfour Beatty plc (LSE: BBY).

Balfour Beatty is an equal opportunity employer that recognizes the value of a diverse workforce. All qualified individuals will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by federal, state or local law.

Accessibility:If you need an accommodation as part of the employment process, please contact Human Resources at:

Phone:

Email:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View your Equal Employment Opportunity rights under the law:

"Know Your Rights" Poster Pay Transparency Notice

The mission of NTCA is working on behalf of small broadband providers who are working on behalf of rural America.

Our vision is to build a better broadband future for rural America.

NTCA-The Rural Broadband Association is recruiting a benefits specialist to join our retirement administration team in our Asheville, NC office. Retirement benefits specialists play an important role in administering NTCA's defined benefit pension plan for employees across rural America.

What will you do?

• Calculate retirement benefit for participants
• Process benefit payments
• Respond to inquiries, explain available options, review eligibility requirements
• Answer plan-specific questions from participants and company HR/benefits administrators
• Maintain participation records for plan participants and member companies
• Assist with the preparation of plan specification documents and administrative procedures
• Perform other special duties or projects, as assigned

• Strong problem solving with good analytical skills
• Ability to research and analyze information and determine appropriate responses to complex questions
• Effectively and professionally communicate technical and complex information to constituents
• Balance competing demands for time and prioritize workload to meet strict deadlines
• Proficient in Microsoft Word, Excel, and Outlook
• Advanced verbal and written communication skills
• Establish positive, productive, and efficient working relationships with a variety of persons at various levels within and outside the organization
• Exceptional customer service skills
• Understanding of basic accounting principles
• Previous retirement benefit experience preferred but not required

• Competitive compensation program including regular performance feedback and coaching
• 401(k) and pension retirement programs
• Health insurance: medical, dental, vision, pharmacy benefits
• Company sponsored life insurance
• Short- and long-term disability
• Generous paid time off and paid holidays
• Hybrid work schedule pending the completion of the training and probationary period. The hybrid schedule consists of three days of in-office, and two days of remote work upon manager approval
• Tuition reimbursement
• Corporate volunteering and community service opportunities
• Comprehensive wellness program
• Convenient office location in beautiful Biltmore Park area of Asheville with shopping and dining options as well as walking/running trails

Support Center - Irving

The Retirement Benefits Analyst will report to the Director - Compensation and Retirement Programs and will be responsible for leadership and administration of our retirement and non-qualified benefit programs.

Retirement Plan Administration

• Coordinate, administer, and oversee 401(k), GRRSP/DPSP, and non-qualified Deferred Compensation programs.
• Serve as the point of contact for our broker, 401k, GRRSP/DPSP and non-qualified Deferred Compensation programs and assist Director with activities for the investment committee, investment advisor, and related vendors.
• Coordinates retirement plan vendors to ensure best in class customer service in administering Michaels plans as set outlined in our plan documents.
• Ensures vendor support systems and integrations are operating properly mitigating compliance and service issues.
• Assists Director in direction work of co-sourcing partner TCS related to administering retirement and non-qualified processes. Includes oversight of scheduled processes, ongoing review of process documents to identify opportunities for efficiency and consistency in administration, audit of completed work and records to ensure compliance with state and federal regulations.
• Responds to and resolves Team Member concerns regarding retirement and non-qualified plans.
• Coordinates annual enrollment for Deferred Compensation plan.
• Ensures data integrity relating to retirement plans including accuracy of vendor files and payroll deductions, collection of contributions and premiums and integration between systems both internal and external through establishing, coordinating, and conducting ongoing audits.
• Supports Director in delivering the annual audit with internal and external auditors and preparation of retirement plan Form 5500.
• Serves as a subject matter expert for retirement plans.
• Coordinates plan communications working with vendors.
• Other duties as assigned

• Bachelor's degree or equivalent work experience

• 3-5 years Human Resources experience
• Advanced Excel skills. Intermediate proficiency in MS Word
• Workday or other similar HRIS system

• Experience as primary analyst for retirement and non-qualified plans
• Knowledge of ERISA, DOL, 401(k), Form 5500 and other laws and legislative requirements

• Must come from a fast paced, high volume environment with ability to handle a busy workload, flexibility with working hours based upon projects and established deadlines.
• Excellent attention to details, with speed and accuracy
• Ability to influence across the business and build strong relationships with cross-functional partners in areas such as finance, payroll, store operations, HR business partners, and others.
• Completing surveys and providing plan benchmarking analysis

• Bachelor's Degree

• Certified Employee Benefit Specialist (CEBS) a plus
• Previous Workday experience including reporting and analytics

• Knowledge of legislative requirements for ERISA, 401(k), 409(A), discrimination testing and similar programs.
• Excellent interpersonal skills, oral and written communication, strong business focus, critical thinking process orientation
• Experience managing vendors, brokers, investment advisors to optimal productivity and performance
• Ability to analyze facts and exercise sound judgment in arriving at conclusions; ability to make decisions
• Results, solution-oriented individual with demonstrated follow-through
• Experience prioritizing workload and competing priorities.
• Self-motivated with a strong sense of personal accountability
• Able to handle high work volume and adapt to change in a fast-paced agile environment
• Proficient in interacting with and collaborating with business partners and all levels of the organization
• Strong project management skills
• Strong analytical skills with great attention to detail
• Strong analytical, problem solving and troubleshooting abilities; strong data analysis acumen and focus on accuracy and attention to detail.
• Advanced MS Excel proficiency

The Supervisor, Retirement Benefits supervises daily operations of a Retirement Benefits team in accordance with Company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

• Provides daily leadership and supervision to team consistent with management values and mission .
• Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.
• Develops staff through performance management, goal setting, training, and effective employee relations.
• Participates in national organizational initiatives representing the Retirement Benefits Operations organization and assigned office(s).
• Communicates and implements changes in policies, procedures, and Plan guidelines. Ensures applicable training is delivered to support operational execution.
• Oversees the processing of retirement benefit applications, calculations, and payments in accordance with Plan documents and regulatory requirements.
• Conducts unit meetings on a regular basis to discuss updates and changes that affect operations such as new procedures, policies, or updates to Plan guidelines.
• Provides status and production reports on processing metrics or applications status, as needed.
• May perform final quality review of unusual or complicated retirement benefit calculations and balancing of monthly benefit payments.
• May assist in the resolution of escalated calls or questions.
• May attend Board of Trustee meetings to provide operational updates.
• Performs other duties as assigned.

• High school diploma or GED.
• Four years of experience working in retirement benefits.
• Working knowledge of defined benefit plans, defined contribution plans, 401(k) plans and benefits administration systems.
• Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.
• Proven ability to recruit, lead, and motivate a team to balance staffing strength with profitability and growth.
• Excellent verbal and written communication skills, including interpersonal skills.
• Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.
• Strong decision-making and organizational skills, with an attention to detail and the ability to optimize all available resources and deliver on multiple priorities.
• Ability to effectively manage remote employees in diverse locations.
• Must be willing to travel as business dictates.
• Computer proficiency including Microsoft Office tools and applications.

Preferred Qualifications

• Prior experience in a supervisory or lead role.
• Experience working in a third-party administrator or Taft-Hartley environment.
• Work experience related to quality control or process improvement.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort

• Prolonged periods of sitting at a desk and working on a computer.
• Regular travel that may be overnight.
• May be required to work remotely.
• Must be able to lift up to 15 pounds at times.

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at , and we would be happy to assist you.

Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location.

Compensation: $65,000-$75,000/annually

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

Union: UFCW 3000 Bothell Grade: 6

FLSA: Non-exempt Hours: 40

Position Summary

The Retirement Benefits Specialist performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

• Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.
• Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
• Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.
• Performs data entry and corrections to update members' information.
• Updates retirement data in appropriate information systems.
• Assists with special projects as requested by management.
• Performs other duties as assigned.

• High school diploma or GED.
• Six months experience working in a professional environment.
• Highly developed sense of integrity and commitment to customer satisfaction.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Ability to communicate clearly and professionally, both verbally and in writing.
• Strong understanding of discretion and the appropriate handling of sensitive information.
• Solid organization skills with an attention to detail.
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
• Computer proficiency including MS Office tools and applications.

Preferred Qualifications

• Bilingual English and Spanish, based on location needs.
• Prior retirement plan administration experience.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at , and we would be happy to assist you.

Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location.

Compensation: $27.62/hr

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

• Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.
• Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
• Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.
• Performs data entry and corrections to update members' information.
• Updates retirement data in appropriate information systems.
• Processes Qualified Domestic Relations Orders (QDROs).
• Prepares balance and run checks; reviews and resolves outstanding checks; recovers overpayments.
• Reviews retirement benefit exception list for suspension of benefits and recalculations.
• Prepares committee reports, board reports and monthly statistical reports.
• Resolves escalation
• Assists with production and distribution of Annual Benefit Statements.
• Assists with special projects as requested by management.
• Performs other duties as assigned.

• High school diploma or GED.
• Two years of experience processing retirement benefits.
• Highly developed sense of integrity and commitment to customer satisfaction.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Ability to communicate clearly and professionally, both verbally and in writing.
• Strong understanding of discretion and the appropriate handling of sensitive information.
• Solid organization skills with an attention to detail.
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
• Computer proficiency including MS Office tools and applications.

• Bilingual English and Spanish, based on location needs.
• Prior retirement plan administration experience.
• Experience working in a third-party administrator.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.