Administration

• Respond to plan inquiries and requests from clients promptly and professionally
• Calculate and process timely payment of termination, retirement, and death benefits for medium-sized plans and review such for simple plans
• Foster strong relationships between clients and the consulting team
• Coordinate information flow between clients and trustees effectively
• Reconcile plan assets and plan memberships with precision
• Train new analysts on systems and procedures to ensure consistency
• Prepare year-end annual pension statements accurately
• Prepare membership and asset data for actuarial valuations conscientiously
• Apply and interpret pension benefit calculations in accordance with plan provisions and legislative requirements
• Work with pension databases to ensure data accuracy
• Attend internal training sessions to stay updated on industry trends and topics
• Participate in client meetings and presentations to add value
• Assist with special projects as required to support team goals

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