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Pension and Annuity Analyst

Long Island based Union Benefit Plan

in New Hyde Park NY

We are seeking a Pension and Annuity Analyst responsible for all tasks associated with the successful administration of retirement benefits. 

The Pension and Annuity Analyst is specifically responsible for but not limited to:

  • Calculating benefit amounts
  • Processing applications for pension and annuity benefits
  • Processing loan applications
  • Reviewing annual data in preparation for issuance of statements
  • Preparing Trustee reports
  • Special projects
  • Learning pension and annuity benefit rules and regulations
  • In-Person consultation with participants and/or eligible beneficiaries
  • Answering phone inquiries related to pension and annuity benefits
  • Researching participant inquiries
  • Other duties as assigned by the Fund Manager

The successful candidate must have the following qualifications:

  1. Sufficient inter-personal communication skills to enhance in-person consultations
  2. Ability to analyze complex problems
  3. Super User in MS Office products with an emphasis on Excel, Outlook and Access
  4. 3 years of prior pension or annuity experience
  5. Understanding QDROs

Salary is commensurate based on experience.  Attractive benefits package that includes, health, dental, pension, annuity and legal services, all paid by employer.    Your resume should include a cover letter detailing your qualifications for this position.

How to Apply

Resumes should be sent to

This ad has been viewed 469 times. It expires on 3/11/2019.

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