RETIREMENT SERVICES GROUP ANALYST

Summary/Objective: 

 Responsible for overseeing the day-to-day administration of the pension and retiree welfare plans, including customer service, member support, and the completion of a variety of benefit calculations. This includes straightforward benefit calculations, post-Normal Retirement actuarial increase calculations, Minimum Required Distributions, and Suspension of Benefit/return-to-work calculations. 

Essential Functions: 

• Prepare retirement benefit estimates and verifications, process applicable benefit applications, coordinate payment setup, and help ensure timely and accurate benefit administration.
• Provide full-service support to retirees, beneficiaries, and their families by communicating information related to retiree benefits through phone, email, mail, and in-person meetings.
• Prepare letters outlining pension calculations, retiree welfare plan eligibility, benefit options, and other related retirement benefit information.
• Meet with members through in-person appointments, district visits, seminars, and other outreach opportunities to review retirement benefit options, explain applicable processes, and support members throughout the retirement journey.
• Review and interpret plan documents, Summary Plan Descriptions, and related benefit provisions to determine eligibility and administer retirement benefits accurately and consistently.
• Collaborate with internal departments including Accounts Receivable, and Delinquency to resolve issues and ensure seamless service.
• Partner with actuaries and internal stakeholders to review and complete specialized benefit calculations, including death benefits and Qualified Domestic Relations Orders.
• Administer disability pension-related processes, including annual certification requirements, ongoing eligibility follow-up, member communications, documentation review, and other related disability pension tasks as needed.
• Review and process QDROs and subpoena requests in compliance with legal standards.
• Manage multiple tasks simultaneously, including handling incoming calls while processing applications and meeting with members.
• Stay informed on evolving Federal and State regulations affecting employee benefits.
• Perform other duties as assigned to support departmental goals and fund operations.

Education and Length of Experience:

•  High School diploma or equivalent 
• College degree preferred, with an analytical focus
• Three years of pension processing and customer service experience in a related business (TPA, union office, etc.)

Specialized skills/technical knowledge required:

• Strong analytical and mathematical skills, with the ability to interpret benefit information and perform accurate calculations.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities independently.
• Clear written and verbal communication skills, including the ability to compose and proofread correspondence.
• Proficient in Microsoft Word, Outlook, and Excel.
• Strong internal and external customer service skills, including the ability to remain calm, respectful, and constructive when handling sensitive or stressful member situations.
• Ability to support a positive, team-centered culture aligned with organizational values and individual accountability.
• Bilingual Spanish preferred.

Language Skills

Ability to read, analyze and interpret plan documents and policies. Understand and calculate supplemental benefits that impact pension payments. Strong ability to communicate both verbally and in writing with internal and external customers.

Mathematical Skills

Ability to work with mathematical concepts such as pension calculations, including use of benefit formula tables. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to solve complex and practical problems and deal with a variety of concrete variables in situations where detail and limited standardization exist. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.