Looking for a Defined Benefit professional to review and complete calculations.
Training on-site (1-2 weeks)
3 - 6 months temporary
Could turn into permanent remote.
The Defined Benefit Analyst is responsible for the calculation of final and estimated retirement, termination, death, disability, QDRO and 70.5 benefits for multiple Defined Benefit retirement plans, including support for our
growing Pension Risk Transfer business, by interpreting and analyzing the legal plan document, current pension laws as applicable, and all relevant participant data.
Calculate final and estimated
benefits for DB plans (retirement, termination, death, disability and QDRO benefits)
Analyze and interpret legal plan documents for multiple clients
Special projects such as plan terminations and plan freezes; data reconciliation,
calculation of benefits; creation and distribution of Notices to Client and/or Plan Participant
Increase efficiency within the DB Team by identifying ways to improve processes
Initiate and/or participate in meetings with other areas to
solve internal problems; external client consulting with plan participants
Consult with clients regarding daily benefit administration, IRS/DOL regulations, plan document language, data integrity, benefit calculations or specific participant
Build relationships internally and collaborate to complete tasks and ensure delivery of services to clients by establishing realistic deadlines