Pension Administrator Resume Samples

A Pension Administrator takes responsibility for the administration of the retirement plans. The job description entails maintaining plan records and ensuring compliance with federal regulations. A well-drafted Pension Administrator Resume indicates the following duties and responsibilities – communicating with customers, assisting with plan design and benefit distributions, answering queries by phone, letter, and email; using the computer system to check and updating records; calculating the number of money people can receive; processing money paid as a pension; transferring benefits from one person to another, and arranging the pension payment.

The most sought-after skills for the post include the following – customer service skills; the ability to sell products and services, the ability to use initiative, the ability to accept criticism and work well under pressure; patience, and the ability to remain calm even under stressful situations, and excellent communication skills; and knowledge of software packages. A degree is commonly required.

 

Pension Administrator Resume example

Pension Administrator Resume

Objective : Seeking a Pension Administrator position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : General Ledger, Microsoft Excel, Access, Power Point, Inventory, Payroll, Post Cash, Deposits, Accounting.

Description :

    1. Performed daily recordkeeping services for a list of 401(k)/Profit Sharing, 403(b), and 457(b) government retirement plans, such as payroll, distribution, rollover, and transfer processing.
    2. Prepared government filings such as IRS Form 5500, Form 945, and Form 8955-SSA.
    3. Discussed plan objectives with clients and produce associated plan documents or amendments.
    4. Calculated employer contributions for clients on a pay period, quarterly, or annual basis.
    5. Mapped indicative and financial data to Relius recordkeeping system for information retrieval and to provide participants the ability to view their retirement plan accounts on a real-time basis.
    6. Presented alternatives for plan testing to a client that saved participants over $3,000 in retirement plan refunds.
    7. Trained all plan sponsors to use the website for all payroll plan contributions and other participant related web site questions.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In Finance


Pension Administrator Resume

Objective : Diligent Pension Administrative with comprehensive knowledge of pension plans and implementation and tracking of such plans. Adept at interrupting financial and technical information related to pension planning administration and distribution. Focuses on pension management and account setup procedures .

Skills : MS Office, Administrative Skills, Clerk, Coordinating Skills.

Description :

    1. Administered retirement plans by aiding plan administrators to stay in compliance regulations, limits, and laws.
    2. Reconciled retirement plan assets and employee data.
    3. Performed compliance testing.
    4. Successfully completed the Pension Administrators Course and Daily Valuation Course through ASPA (American Society of Pension Actuaries) Provided back up to the main reception and admin position.
    5. Prepared and tracked invoices and accounts payable using Timeslips software.
    6. Prepared correspondence, reports, proposals, and studies for Actuary.
    7. Prepared of allocation reports and distribution forms, government forms, which include 5500's, 5558's, and 1099r's as well as the subsequent schedules for the annual reporting of plan assets, and participant statements through Crystal Reports and Relius software.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In Management


Pension Administrator Resume

Objective : Quickly promoted to positions of increased responsibility by consistently exhibiting strong self-initiative and commitment. Experience team player with exceptional project management and analytical skills.

Skills : Word, Communication Skills, Administrative Skills, Problem Solving Skills.

Description :

    1. Gathered plan date (census, assets) from clients, CPA's, attorneys, and investment brokers.
    2. Performed trust accounting and reconciliation of plan assets and prepare quarterly reports and financial statements.
    3. Calculated contributions using different formulas such as permitted disparity, age-weighted, new comparability and determine minimum/maximum employer contributions for small to mid-size employers.
    4. Performed all compliance testing (401(a)(4), 415, ADP/ACP, 410(b) coverage, Top Heavy.
    5. Prepared 5500 Government Forms and related schedules.
    6. Researched and responded to plan administrative operations including plan document review and day-to-day questions.
    7. Provided technical support to clients and communicated the application of legislative issues.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED

Pension Administrator Resume

Objective : Accounting and ten key experience for use in quotes and IRS reporting, Ten + years customer service experience, Use of multiple line telephone systems, including UCB/Console, Advanced knowledge of Microsoft Office programs Access, Excel, Word, Outlook and PowerPoint, Cashier and stocking experience, Hiring and training new staff, Eight + years experience in usage of office equipment such as facsimile machines, multi-function printing machines, and book binders, Comprehensive use of Adobe Acrobat Professional and Nitro PDF, Social media and branding experience as it relates to promoting products/business.

Skills : Customer Service, MS Office, Administrative Skills.

Description :

    1. Initiated, prepared, and generated written correspondence to clients and plan participants.
    2. Responsible for processing full terminations, in-service/hardship withdrawals, minimum distributions, fund transfers, loans, 1099-Rs, and 945s.
    3. Retirement planned accounting, extensive use of Excel spreadsheets, IRS Form 5500, 945, and 1099 filing.
    4. Scheduled meetings for the consultant.
    5. Answered multiple line telephone system, usage, and maintenance of facsimile machine, scanner, and copying machine.
    6. Calculated interest on excess contributions.
    7. Provided pensions and investment advice to investors liquidating individual pension funds.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Pension Administrator Resume

Headline : Dedicated professional eager to combine a Master's degree in Gerontology, concentration in Applied Public Policy, with 7 years of demonstrated success in the public sector contributing to program and policy development. Strong analytical, strategic thinking and research skills. Able to interpret regulations and recommend appropriate action related to a variety of health and human services programs that affect elder care.

Skills : Communication, Team-building, Presentations, Database.

Description :

    1. Administered Farm Bureau retirement plans and all qualified defined contribution pension plans, compute benefits for participants, handles anniversary processing, and complete government filing information required for compliance with the IRS Code and Regulations.
    2. Reviewed and studied plan documents, IRS releases, and tax forms.
    3. Prepared Cost allocations reports and reimbursements.
    4. Prepared all information necessary for The Fiduciary Liability and Fidelity Bond.
    5. Maintained accurate values on all Deposit Administration contracts and annuities.
    6. Assisted in the completion of amendments and Summary of Material Modification forms and the reinstatement of Plan Documents and Summary Plan Descriptions.
    7. Calculated retirement payout options, set up supplementary contracts for options selected, request checks for single sum payments, or prepare wire transfers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA In Accounting

Pension Administrator Resume

Objective : Motivated and multi-skilled Pension Administrator professional with proven experience in business development, superior client relations, territory management, consultative selling, product and service and business growth and expansion.

Skills : MS Office, Designing Skills, Administrative Skills.

Description :

    1. Responsible for managing high net worth clientele ($1,000,000 plus net worth).
    2. Managed databases detailing profit/loss of individual client portfolios.
    3. Designed incentive contests for Financial Consultants (both acquisition of new and growth of existing clients).
    4. Traveled to all sales offices initiating programs to achieve sales goals.
    5. Worked with outside vendors to arrange incentive trips (designed to motivate Sellers to achieve and exceed quota targets).
    6. Marketed Cash Management Accounts (CMA) to high net worth clients (Converted 30%/Retail Accounts).
    7. Regularly updated records to reflect Plan Sponsors terminations, retirements, death claims, divorces (QDRO), and changes in beneficiaries requested.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
G.E.D

Pension Administrator Resume

Headline : Results-driven candidate with over four years of international experience across various industries such as the government, energy and non-profit sectors. Strong skills in negotiations, employee training, administration and compliance. Passionate about collaborating with others and making a difference.

Skills : Microsoft Word, Share point, Adobe Photoshop, Adobe Illustrator, Adobe In design.

Description :

    1. Performed annual nondiscrimination testing for various types of defined contribution plans ranging in size from 10 to 300 participants, with an average size of 75 participants.
    2. Prepared IRS Form 5500 and all related schedules.
    3. Prepared employer contribution allocations.
    4. Prepared annual plan financial reports.
    5. Prepared annual participant statements and employer valuation reports.
    6. Reconciled plan assets. Used Relius recordkeeping system and Form 5500 program.
    7. Answered participant and plan sponsor questions on retirement and cafeteria plans.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
G.E.D

Pension Administrator Resume

Objective : Highly motivated, results-driven professional with a passion and enthusiasm for human resources. Knowledge and experience in benefits administration, analyzing data, recruiting, hiring, HR policies and procedures, and employment law. A proactive planner that is able to prioritize effectively. Detail-oriented with exceptional organizational and analytical skills that have proven experience contributing to organizational goals.

Skills : MS Office, Management Skills, Administrative Skills.

Description :

    1. Served as the focal point on the Rohm and Haas Company Retirement Plan.
    2. Researched pension benefit claims with the purpose of providing recommendations to the Plan Manager, Dow Legal, and the Retirement Board.
    3. Provided support to all Plan Managers on a variety of tasks, including pension calculations and data clean-up.
    4. Worked continuously on both internal and external audits while adhering to strict deadlines.
    5. Conducted complex case management on a daily basis with the goal of providing a timely and accurate response to both third party administrators and participants.
    6. Established proficiency in all Dow HR systems, including SAP and PeopleSoft.
    7. Utilized problem solving and analytical skills to resolve complicated pay and hours issues.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Pension Administrator Resume

Objective : Motivated and highly productive Pension Administrator professional with a clerk background. Detail-oriented with strong skills in multi-tasking and efficient management of day-to-day office operations. Adept at building and maintaining effective working relationships with co-workers and outstanding interpersonal skills.

Skills : Sales Management, Customer Service, Management.

Description :

    1. Handled all aspects of the University pension plan.
    2. Analyzed and presented data to management.
    3. Monitored pension plan for regulatory issues including IRS limits and DOL regulations.
    4. Filed 5500 reports for pension plans.
    5. Designed Seminars, implemented new employee orientation.
    6. Successfully designed and led the RFP process for pension vendors.
    7. Implemented the Banner system for pension plans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED

Pension Administrator Resume

Objective : Experienced human resources professional with expertise in employee benefits, retirement plans, wellness initiatives, training, life insurance, ERISA, IRS, and DOL regulations. Detail-oriented, excellent negotiation, analytic, writing, communication, problem resolution, presentation and Excel, and PowerPoint skills.

Skills : Instructional Design, EE Benefit And Retirement Plan Research, Excel, PowerPoint.

Description :

    1. Administered Episcopal Church Pension programs.
    2. Enrolled participants in 401(a), 403(b), and defined benefit plans.
    3. Provided problem resolution to over 20,000 plan participants and beneficiaries and 2,000 plan sponsors.
    4. Enrolled participants in pension plans.
    5. Assisted in the hiring of new pension plan representatives.
    6. Implemented pension plan training for team members.
    7. Able to work in a professional and well-respected manner across several HR departments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma