CONTACTS AND RELATIONSHIPS
Extensive interaction with Plan participants, attorneys, business managers, other representatives of the participants, and the Plans’ attorneys, actuary and Trustees. There is also interaction with outside benefits consultants and the Plan’s various department managers and staff.
ESSENTIAL FUNCTIONS
- Work with the Pension Department to ensure compliance with all ERISA, IRS, DOL, and other Regulatory requirements.
- Develop and maintain performance metrics and dashboards to monitor team productivity, system performance, and project outcomes.
- Ensure proper scheduling of staff and coverage, ensure delivery of excellent participant services by providing guidance, training and/or development of staff.
- Provide timely performance feedback and guidance to staff, ensure adherence to Plans’ policies, write and deliver timely performance evaluations and corrective action as required.
- Facilitate process improvement projects, including creation and maintenance of Standard Operating Procedures (SOPs) and administration of training.
- Oversee monthly product management cycles for V3 pension system, ensuring timely and accurate implementation of system enhancements and fixes.
- Provide regular reporting to leadership and contribute to data-driven decision-making.
- Coordinate requirement gathering and documentation in partnership with stakeholders and technical teams.
- Lead robust testing efforts for system changes, ensuring quality assurance and alignment with business needs.
- Lead or support special projects, including those resulting from collective bargaining agreements or regulatory changes.
- Ensure compliance with legal and policy requirements in all aspects of retirement benefits operations.
- Partner with IT, Eligibility, legal, HR, Administration and other departments to ensure seamless execution of initiatives and resolution of complex issues. Partner with IT and other departments to prepare EDD quarterly state filings, annual 1099R IRS filing, supporting reports for 5500 and participants’ annual statements, or other reports as required.
- Design and deliver engaging training programs for new hires and existing team members.
Pay: $100,000.00 - $115,000.00 per year
Benefits:
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Education:
Work Location: In person
