About OneAmerica® A national leader in the insurance and financial services marketplace for nearly 140 years, the companies of OneAmerica help customers build and protect their financial futures.
OneAmerica offers a variety of products
and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee benefit plan
Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers.
To learn more
about our products, services and the companies of OneAmerica, visit oneamerica.com/companies.
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
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 circumstances
Build relationships internally and collaborate to complete tasks and ensure delivery of services to clients by establishing
Requirements and Qualifications:
Must have 3-5 years of experience with administration of Defined Benefit retirement plans
Strong attention to detail
Ability to organize, set
priorities and complete multiple projects within established deadlines
Must exemplify a professional, client-focused approach to colleagues and assignments
Bachelor's Degree and/or CEBS or ASPPA designation preferred