* Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits, and explanation of Plan rules.
* Schedule meetings and follow-up calls between Pension Administrators and participants.
* Meet with the Pension team regularly to follow up on participant communication.
* Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.).
* Review retirement, post-retirement, and death applications for completeness and contact participants/beneficiaries if information is missing.
* Assist the Pension team in coordinating with other departments as necessary.
* Coordinate with the Authenticity Coordinator and Pension Manager to determine the effect of contribution adjustments on pension benefits.
* Assist in reconciling reports as directed.
* Prepare documents for scanning.
* Review and reconcile 1099-R reports.
* Maintain regular, reliable, and predictable attendance.
* Accept direction and developmental guidance from supervisors.
* Work effectively with individuals at all levels.
* Perform other duties as assigned.
We are committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that considers all qualified candidates without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other protected characteristic. For assistance or reasonable accommodations due to a disability, please contact Human Resources. For more information on privacy policies, please review Insight Global's Workforce Privacy Policy.
We value diversity and inclusion and consider all qualified candidates without discrimination. For accommodations during the application process, contact HR@insightglobal.com.
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