Pension Assistant
Insight Global
* Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits and explanation of Plan rules.
* Schedule meetings and phone call follow ups between Pension Administrators and participants.
* Meet with Pension team regularly to follow up on participant communication.
* Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.)
* Review (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary if information is missing.
* Assist Pension team to coordinate with other departments as necessary.
* Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits.
* Assist reconciling reports as directed.
* Prepare documents for scanning.
* Review and reconcile 1099-R reports.
* Regular, reliable and predictable attendance is required.
* Ability to accept direction and developmental guidance from supervisor.
* Ability to work effectively with individuals at all levels.
* Perform other duties as assigned.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
* Schedule meetings and phone call follow ups between Pension Administrators and participants.
* Meet with Pension team regularly to follow up on participant communication.
* Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.)
* Review (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary if information is missing.
* Assist Pension team to coordinate with other departments as necessary.
* Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits.
* Assist reconciling reports as directed.
* Prepare documents for scanning.
* Review and reconcile 1099-R reports.
* Regular, reliable and predictable attendance is required.
* Ability to accept direction and developmental guidance from supervisor.
* Ability to work effectively with individuals at all levels.
* Perform other duties as assigned.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
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